Lance Lambert: Unsold new-build home inventory stops rising in Sun Belt markets

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Sun Belt homebuilders halt inventory surge

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09.05.2026

Lance Lambert: Unsold new-build home inventory stops rising in Sun Belt markets — Sun Belt homebuilders halt inventory surge

Lance Lambert, industry influencer, reports that homebuilders in the weakest Sun Belt markets have spent much of the past year increasing incentives, reducing specifications, and slowing new construction starts.

According to Lambert, these actions have led to a halt in the surge of unsold completed new-build inventory, at least for the time being.

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Lambert has previously highlighted trends among major homebuilders. In a recent report, he noted that PulteGroup's order book shows a K-shaped pattern in the housing market. Separately, the sector has seen corporate activity such as Real Brokerage's $880 million deal to acquire Re/Max.

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