Home builders are proposing new policies to the White House, looking for help to unload the biggest glut of housing inventory in 15 years

Companies are devising a plan for a federally backed ‘rent-to-own' program to help reduce the biggest surplus of homes in many years.

WSJ • Feb 3, 2026

Homebuyers gain the upper hand as sellers swamp the market

Home sellers outnumber buyers by 47% in largest gap since 2013, creating a buyers market with stronger negotiating power despite affordability issues.

Fox Business • Jan 21, 2026

Homebuilder sentiment comes in lower than expected in January

Rick Santelli joins 'Squawk on the Street' with the latest housing data to cross the tape.

CNBC Television • Jan 16, 2026

Why software stocks are under pressure, homebuilder sentiment falls amid rising costs

Market Domination Overtime anchor Josh Lipton reports on the latest market news for January 16, 2026. Scott Kessler, Third Bridge Global Sector Lead for Technology Media and Telecom, discusses why software stocks are under pressure.

Yahoo Finance • Jan 16, 2026

Existing home sales end 2025 with a strong beat, as prices ease further

There were 1.18 million units available for sale at the end of December, down 18% from November. The median price of a home sold in December was $405,400, up 0.4% from a year earlier.

CNBC • Jan 14, 2026

Existing home sales end 2025 with a strong beat - as prices ease further

CNBC's Rick Santelli and Diana Olick join ‘Squawk on the Street' with the latest home sale data to cross the tape.

CNBC Television • Jan 14, 2026

Home sales slump dragged through 2025 as mortgage rates, prices keep buyers out of market

The US housing market slump dragged into its fourth year in 2025 as sales remained stuck at a 30-year low.

New York Post • Jan 14, 2026

Home sales finished 2025 with surprisingly strong momentum, reflecting easing mortgage rates and slower growth in home prices

Home sales finished 2025 with surprisingly strong momentum, reflecting easing mortgage rates and slower growth in home prices.

WSJ • Jan 14, 2026

New Home Sales Practically Unchanged After September Rise

New home sales were practically unchanged in October following September's increase. According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 737,000 in October.

ETF Trends • Jan 13, 2026

ITB: An Affordability Push Boosts The Seasonal Trade In Homebuilders

The iShares U.S. Home Construction ETF began the 2025/2026 seasonal trade in a bear market, offering steep discounts versus the S&P 500. Recent policy pushes for housing affordability, a $200B Fannie/Freddie bond-buying directive, triggered ITB's sharp outperformance over the S&P 500 since late October. Despite analyst downgrades and volatile headlines, ITB's seasonal trade thesis remains intact, supported by stabilizing housing data and potential policy catalysts.

Seeking Alpha • Jan 13, 2026