Dive summary:

• One sign that people outside the hopeful housing community believe the industry is really recovering from the recession is the possibility of at least two home builders having initial public offerings (IPOs) this year.
• The rising stocks of builders that already are publicly traded are helping to prepare the way for new investment opportunities, such as Pulte Group, Lennar and D.R. Horton.
• Right now, Taylor Morrison builders of Scottsdale, Ariz., and TRI Pointe, of Irvine, Calif., have approvals from the Securities and Exchange Commission to go public if they choose – Taylor Morrison any time it wants and TRI Pointe any time after a comment period ends Friday.

From the article:

"We're coming out of the doldrums and depths of the real-estate crisis, and there's a long runway ahead in the housing-related sectors," said Frank Maturo, vice chairman for equity capital markets at Bank of America Merrill Lynch. ...