Strategem
[PDF] MONTHLY NEW RESIDENTIAL CONSTRUCTION, DECEMBER 2025Japan Is Placing a Multibillion-Dollar Bet on the U.S. Housing MarketNews Releases | ABC: Tariffs Push Construction Materials Prices HNews Releases 2026 - Associated Builders and ContractorsSingle-Family Rental Investment Snapshot January 2026Construction News | For Construction ProsConstruction Buyout Acquisitions in 2026 - PrivSourceJapan now controls 6% of US homebuilding – and it wants to keep ...United States Housing Starts - Trading EconomicsEvernest Blog | 26 Things Investors Should Know About Build-to-Rent Housing in 20262025-2026 Federal PrioritiesSingle-Family Housing Starts Fall as Multifamily Drives Overall Gains[PDF] MONTHLY NEW RESIDENTIAL CONSTRUCTION, DECEMBER 2025Japan Is Placing a Multibillion-Dollar Bet on the U.S. Housing MarketNews Releases | ABC: Tariffs Push Construction Materials Prices HNews Releases 2026 - Associated Builders and ContractorsSingle-Family Rental Investment Snapshot January 2026Construction News | For Construction ProsConstruction Buyout Acquisitions in 2026 - PrivSourceJapan now controls 6% of US homebuilding – and it wants to keep ...United States Housing Starts - Trading EconomicsEvernest Blog | 26 Things Investors Should Know About Build-to-Rent Housing in 20262025-2026 Federal PrioritiesSingle-Family Housing Starts Fall as Multifamily Drives Overall Gains[PDF] MONTHLY NEW RESIDENTIAL CONSTRUCTION, DECEMBER 2025Japan Is Placing a Multibillion-Dollar Bet on the U.S. Housing MarketNews Releases | ABC: Tariffs Push Construction Materials Prices HNews Releases 2026 - Associated Builders and ContractorsSingle-Family Rental Investment Snapshot January 2026Construction News | For Construction ProsConstruction Buyout Acquisitions in 2026 - PrivSourceJapan now controls 6% of US homebuilding – and it wants to keep ...United States Housing Starts - Trading EconomicsEvernest Blog | 26 Things Investors Should Know About Build-to-Rent Housing in 20262025-2026 Federal PrioritiesSingle-Family Housing Starts Fall as Multifamily Drives Overall Gains

Archive

Intelligence on the forces shaping U.S. construction

Join 110 industry professionals receiving this briefing

Edition #1116Fri, Apr 17, 2026

Foreign Capital, Tariff Fog, and the True Cost of Housing's New Normal

On April 17, 2026, the U.S. construction industry is navigating a confluence of forces — softening permit trends, aggressive foreign acquisition strategies, ...

ResidentialForeign InvestmentTrends
Edition #1115Tue, Apr 14, 2026

Capital, Consolidation, and Foreign Stakes Reshape Construction's Balance Sheet

On April 14, 2026, the U.S. construction industry is navigating a market shaped as much by deal flow and foreign capital as by cranes and concrete. From Japa...

Breaking NewsM&AForeign Investment
Edition #1114Fri, Apr 10, 2026

AGC's Policy Push, BTR's Surge, and the Pipeline That Isn't

As the construction industry enters the critical spring building season, April 10, 2026 finds contractors navigating a policy landscape in flux, a residentia...

TrendsResidentialIndustry
Edition #1113Tue, Apr 7, 2026

Flat Demand, Fractured Sectors, and the Forces Reshaping Construction

As the industry closes out the first full week of April 2026, a complex but coherent picture is emerging: construction's headline numbers may look modest, bu...

ResidentialTrendsIndustry
Edition #1112Fri, Apr 3, 2026

Permits Crater, Tariffs Bite, and BTR Fills the Void

As of April 3, 2026, the U.S. construction industry is navigating a landscape defined by contradictions: permit volumes are sliding to multi-year lows even a...

ResidentialTrendsIndustry
Edition #1111Tue, Mar 31, 2026

Tech Closes the Gap as Demand Softens and Costs Climb

As March 31, 2026 closes out the first quarter, the U.S. construction industry finds itself navigating a tightening corridor: modest growth forecasts, a labo...

TrendsResidentialBreaking News
Edition #1110Sat, Mar 28, 2026

Foreign Capital, Factory Booms, and the Remodeling Surge Reshaping Labor

This Saturday, March 28, 2026, the U.S. construction industry finds itself at a structural crossroads — foreign capital is aggressively repositioning the hom...

Foreign InvestmentBreaking NewsCommercial
Edition #1109Fri, Mar 27, 2026

Tariffs, Tight Labor, and a $2.17 Trillion Spending Paradox

As of March 27, 2026, the U.S. construction industry is navigating a pressure-laden crossroads: input costs are climbing on the back of tariff-driven materia...

ResidentialTrendsBreaking News
Edition #1108Tue, Mar 24, 2026

Data Centers, Tariffs, and BTR: Industry's Fault Lines Deepen

On March 24, 2026, the U.S. construction industry is navigating a landscape of dramatic divergence — record-breaking capital pouring into data center infrast...

CommercialLeadershipEfficiency
Edition #1107Fri, Mar 20, 2026

Tariffs, Permits, and Deals Reshape Construction's Spring Outlook

As the construction industry moves deeper into the spring building season, the week of March 20, 2026 arrives with a complex set of signals — regional permit...

ResidentialCommercialTrends
Edition #1106Tue, Mar 17, 2026

Capital Gravity: How $500B in Data Centers Is Reshaping Everything

This week ending March 17, 2026, the U.S. construction industry is caught between competing gravitational forces — hyperscaler capital flooding into data cen...

CommercialResidentialForeign Investment
Edition #1105Sat, Mar 14, 2026

From Tokyo to Tucson: Capital, Conflict, and Construction's New Map

On March 14, 2026, the U.S. construction industry finds itself at a crossroads of foreign capital, geopolitical disruption, and technological transformation ...

Foreign InvestmentM&AEfficiency
Edition #1104Tue, Mar 10, 2026

Foreign Capital, Shrinking Margins, and a Labor Cliff Loom Large

March 10, 2026 — The U.S. construction industry is absorbing a convergence of pressures that will define market performance through the rest of the year: for...

Foreign InvestmentBreaking NewsM&A
Edition #1103Mon, Mar 9, 2026

Capital Is Consolidating — And Reshaping the U.S. Construction Market

On March 9, 2026, the U.S. construction industry is navigating a decisive inflection point defined by foreign capital, industrial-scale investment, and a str...

M&ABreaking NewsCommercial
Edition #1102Fri, Mar 6, 2026

Tariffs, Talent Gaps, and Tokyo Money Reshaping U.S. Construction

On March 6, 2026, the U.S. construction industry faces a convergence of pressures that are simultaneously testing its workforce capacity, reshaping its capit...

Breaking NewsResidentialForeign Investment
Edition #1101Tue, Mar 3, 2026

Japanese Capital, Tariff Pressure, and the Fight for U.S. Housing Scale

March 3, 2026 finds the U.S. construction industry at a crossroads defined by foreign capital consolidation, stubborn cost headwinds, and a residential marke...

Foreign InvestmentCommercialResidential