Big Homebuilders Must Absorb Costs to Keep Affordability

Erin Sykes and Jordan McKenzie break down the big beat on March New Home Sales and discuss the state of the housing market. Jordan says it shows demand exists when affordability “lines up,” even with interest rates still in the 6.5% range. Erin notes home prices falling, and says bigger homebuilders can absorb some costs and will thus “weather better” amid tariffs and other concerns.

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