Let's go outside of tech before we uh get out of this A block. Uh look at the home builders today. DR KB py toll.Uh Evercor has downgraded that group. Um they believe margins must bottom before the stocks can rerate. We do not believe that this will materialize in the next several months.Take a look at that move in DHI down 5%. You can cycle through the others. I'm sure that must tell a similar story, right.KB PY toll. Can we look at those guys. Um, I I bring this up in part because Jenny has made a move in ...

Home Builders Industry - Evercore has downgraded the home builders sector, indicating that margins must bottom before stocks can rerate, which is not expected to happen in the next several months [1] - D.R. Horton (DHI) shares fell by 5%, reflecting a broader negative sentiment in the home builders group [1] Milrose Properties - Milrose Properties was spun off from Lennar (LAR) in February and operates as a land bank, separating high-risk, high-reward growth from asset-heavy, slow-growth cash flow operations [3][4] - The company holds thousands of acres of land across 10 states and offers a 9% dividend yield, with plans to distribute all earnings and funds from operations as dividends [4][5] - Milrose has a unique external management structure by Kennedy Lewis, which may impose a valuation cap but allows for consistent cash flow through land options for builders like Lennar [6][5] Kimberly Clark - Kimberly Clark, known for brands like Kleenex and Huggies, is trading at a 52-week low with a 4.2% dividend yield and a price-to-earnings ratio of 16.5 [8][10] - The company has divested its international family care and professional business, which analysts believe has not been fully accounted for in earnings projections [9] - JP Morgan has set a price target of $144 for Kimberly Clark, suggesting potential for earnings growth of 3-6% in the future, with possible upward revisions from analysts [10][11]

Core Viewpoint - US President Donald Trump has accused major homebuilders of deliberately holding back housing construction and has called for intervention from mortgage giants Fannie Mae and Freddie Mac to stimulate building activity, emphasizing the need to restore the American Dream [1][2][3]. Group 1: Trump's Accusations and Requests - Trump likened homebuilders to OPEC, accusing them of market manipulation by sitting on 2 million empty lots and urged Fannie Mae and Freddie Mac to encourage builders to start construction [2][3]. - He stated that developers now have access to financing and there is "no excuse not to build" [1][4]. - Trump's request is part of his administration's 'American Dream Restoration' initiative aimed at increasing housing supply and providing pricing relief [5]. Group 2: Industry Response and Challenges - Analysts noted that Fannie Mae and Freddie Mac have limited influence over construction decisions, primarily focusing on mortgage lending and market liquidity rather than development [6]. - Housing experts criticized Trump's comments, with economist Bryan Caplan arguing that zoning restrictions and slow local approvals, rather than corporate greed, are the main barriers to housing supply [7][8]. - The National Association of Home Builders (NAHB) acknowledged the affordability issue but cautioned against oversimplifying the problem, emphasizing the need for collaboration to overcome government barriers [9][10]. Group 3: Current Housing Market Situation - Data indicates a complex housing market, with homes for sale rising by 10.6% in August 2025 compared to the previous year, while home sales fell by 2.6% and prices increased by 1.5%, with the average new home costing over $500,000 [12]. - A survey revealed that 64% of single-family builders reported a low supply of lots, with 26% indicating it was "very low," attributed to zoning and permit delays rather than withheld land [12]. - Caplan emphasized that financing is not the primary issue, suggesting that the real challenge lies in the freedom to build [13].

Core Insights - Toll Brothers, Inc. is launching a new luxury home community named Crestline at Brushy Creek in Cedar Park, Texas, expected to open for sale in early 2026 [1][3][4] Company Overview - Toll Brothers is recognized as the nation's leading builder of luxury homes, founded in 1967 and publicly traded since 1986 [10] - The company operates in over 60 markets across 24 states and the District of Columbia, offering a variety of home types for different buyer segments [10] Community Features - Crestline at Brushy Creek will feature luxury homes on spacious 60- and 70-foot home sites, with sizes ranging from 2,800 to over 4,700 square feet [3][4] - The community will include modern architecture, personalization options, and amenities such as a pool with cabanas [3][6] Location and Accessibility - The community is strategically located just outside North Austin, providing easy access to entertainment, shopping, and top-rated schools in the Round Rock Independent School District [3][7][8] - Proximity to outdoor recreational areas like Brushy Creek Lake Park and the Brushy Creek Regional Trail System enhances the living experience [7] Pricing and Market Position - Homes in Crestline at Brushy Creek are anticipated to be priced from $1 million, positioning the community within the luxury market segment [3][4]

Core Insights - Century Communities, Inc. has launched sales for new homes at Skyridge in Wenatchee, WA, following a Grand Opening event held from September 19 to September 21 [1][2] - The development features single-family homes priced from the $600s, located near outdoor recreational areas and downtown Wenatchee, known as the Apple Capital of the World [3][4] Company Overview - Century Communities is recognized as one of the largest homebuilders in the U.S. and a leader in online home sales, having been named one of America's Most Trustworthy Companies by Newsweek for three consecutive years [9] - The company operates in 16 states and over 45 markets, offering a range of services including mortgage, title, insurance brokerage, and escrow services through its subsidiaries [9] Development Features - Skyridge offers versatile single-family home designs with 3 to 5 bedrooms, 2.25 to 2.75 bathrooms, and sizes up to 2,537 square feet, featuring contemporary layouts and smart home technology [6] - The location provides easy access to outdoor activities such as hiking, biking, water sports, and skiing, and is approximately 1 mile from downtown Wenatchee [6] Online Homebuying Experience - Century Communities has implemented an online homebuying process that allows customers to shop for homes, submit deposits, and sign contracts electronically [7][8]

When President Donald Trump compared “Big Homebuilders” to OPEC in a Sunday evening Truth Social post, he gave voice to a common populist trope: Greedy developers are hoarding the supply of houses and thus driving up costs. In many ways, it was classic Trump, sending a jolt through corporate America at one of the least expected times while embracing a populist policy point, and traversing across previously fiercely guarded partisan lines. It almost sounded like something from the center-left “Abundance” mov ...

President calling out the homebuilders in a new truth social post saying the FHFA can help. But Kennet, our Diana Ol has that story today. Hey Diana. Hey Carl.Yeah. President Trump posted that the homebuilders have to start building homes. They're sitting on 2 million empty lots.A record. He said, "I'm asking Fanny May and Freddy Mack to get big home builders going and by doing so help restore the American dream." Now, FHFA director Bill Py, who oversees Fanny and Freddy, posted that he would do just that. ...

We've got Stephanie Link, chief investment strategist and portfolio manager at High Totower Investors as well as a CNBC contributor. Uh she is working. She is not a government worker and she's got data or at least some information to impart to us about how you're thinking about playing this market right now.Yeah, we've I've got some data. Um the uh economy, Andrew, is running at 3.8% GDP. in the face of all these unknowns with regards to the government shutdown and tariffs, inflation, geopolitical issues, t ...

Aldar is adding homes at a range of prices as it attempts to cater to different income groups https://t.co/tdEi1bfNEy ...

Core Insights - Single-family home construction in the U.S. has reached its lowest level in approximately two and a half years, with housing starts declining by 7% in August to about 890,000 units [1] - Permits for new single-family homes also fell by 2.2%, indicating reduced confidence in future demand [1] Group 1: Factors Driving the Pullback - Builders are facing an oversupply of homes, with inventories increasing over the past 18 months, particularly in the South, leading to a backlog that builders are struggling to clear [2] - Rising costs due to tariffs on materials and excessive regulatory expenses are squeezing profit margins, making home construction less affordable [3] - High mortgage rates, currently around 6.30%, have made homeownership more expensive, dampening demand for new homes [4][5] Group 2: Builder Confidence - Despite the decline in permits and construction, builder confidence remained steady in September, with expectations for future sales reaching a six-month high [6] - This optimism is attributed to slightly lower mortgage rates and hopes for further rate cuts by the Federal Reserve, which could encourage hesitant buyers to re-enter the market [6]