Supply constraints, capital gains tweaks While demand may rise, inventory remains constrained. Audience members asked about measures to boost supply — including tweaks to capital gains rules in areas where housing stock... Read more »
We’ve said it before. When D.R. Horton reports its quarterly earnings, what you’re watching isn’t just the scoreboard of America’s largest homebuilder. You’re watching a business model operating at a different altitude... Read more »
By the time the homebuilding industry reaches Super Bowl LX on Sunday, Feb. 8, the stakes will be unmistakable. That date marks more than the unofficial kickoff to Spring Selling Season, for... Read more »
Housing inventory growth has slowed from 33% year over year in mid-2025 to 10.0% today. The cooling marks the clearest end to the supply-shortage era and the beginning of a market where... Read more »
For the past several years, the U.S. housing market has faced an unusual constraint: not a lack of buyers, but a lack of sellers willing — or able — to move. Millions... Read more »
For the last few years, many homeowners have felt like they were holding a winning hand, a two to three percent mortgage rate that seemed too good to ever give up. And... Read more »
After housing market cycles defined by extreme shortages, rapid price appreciation and frenetic buyer competition, this year delivered something closer to balance. Inventory climbed meaningfully, price growth flattened and homes took longer... Read more »