#homebuilders

#homebuilders

The two government sponsored enterprises buy loans from mortgage lenders to ensure liquidity in the market and repackage those into investment products. They also set the standards for creditworthiness and ability to repay for mortgage loans. While they offer several construction products, those support lenders and homebuyers, not builders. HousingWire Lead Analyst Logan Mohtashami has written extensively on what could trigger more homebuilding and weighed in on Trump's statement.

While builders continue to contend with rising construction costs, a recent drop in mortgage interest rates over the past month should help spur housing demand, Buddy Hughes, the NAHB chairman, said in a statement. As builders look to improve buyer traffic and offload inventory in September, 39% of them turned to price cuts, up from 37% in August, marking the highest percentage post-Covid. The average price cut made by these builders remained at 5%, where it has been since November of 2024.

As Labor Day approaches, the U.S. housing market has faced a challenging summer, with frustrated expectations for buyers, sellers, and builders. The market is deadlocked, with increasing inventory, low sales, and hesitant movements from all parties involved. Despite some silver linings on the horizon, the housing market remains in a state of stagnation, according to the July housing market trends report from Realtor.com®.

His annual shareholder letters are dissected for wisdom, and his quarterly SEC 13F filings trigger market speculation. When ) latest filing revealed new stakes in a trio of homebuilders Berkshire Hathaway's ( )( echoing his foray into the space in 2023, many investors were surprised. Although this repeat play suggests confidence in the industry's recovery, with housing signals flashing bright red, many wonder if Buffett is misreading the market thiss time - or is this a contrarian masterstroke?