Dream Finders Homes: Short-Term Pain Should Not Distract From Long-Term Gain

2026-01-17 08:49:46 ET

If you follow any of my work associated with the homebuilding industry, you likely know that I am a big fan of it. But my optimism for this space is nuanced. In the long run, I believe that the massive housing shortage that we have in the US will ultimately push demand higher. We know, for instance, that there exists a housing shortage of somewhere around 4.7 million units. 8.1 million families live with somebody that they are not related to. And when you add on top of this the fact that interest rates are declining, it is highly probable that it's just a matter of time before home building activity steps up. But in the short run, I believe that there are major headwinds. Examples include the impact of tariffs, weak consumer confidence, and the fact that home prices continue to be out of reach for many Americans....

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