Bond-market weakness makes a strong investment case for this unloved sector, strategist says

Michael Darda says the yield on the 10-year Treasury will fall, so he likes beleaguered home builders.

Market Watch • Jul 22, 2026

The REIT Recovery Broadens Beyond Rates

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.

Seeking Alpha • Jul 22, 2026

Landmark Housing Affordability Bill Becomes Law: ETFs in Focus

The new U.S. housing law could boost homebuilding and housing stocks, putting homebuilder ETFs like ITB and XHB in focus.

Zacks Investment Research • Jul 13, 2026

What the big housing bill means for buyers as home prices hit new record high

President Trump is refusing to sign the housing bill, but it will still become law on Saturday. Here's what it does — and doesn't — do.

Market Watch • Jul 10, 2026

June home sales disappoint as prices reach an all-time high

Sales of previously owned homes in June dropped 2.4% from May. Inventory at the end of June was 1.56 million units, down 0.6% from May but 1.3% higher than June 2025.

CNBC • Jul 9, 2026

US existing home sales unexpectedly fall in June as house prices hit record high

Higher mortgage rates are discouraging potential sellers from listing their homes.

New York Post • Jul 9, 2026

Home sales unexpectedly declined 2.4% in June after a strong May

Home sales unexpectedly declined 2.4% in June after a strong May. Home sales declined in June, ending the housing market's key spring season on a sour note as buyers grappled with high mortgage rates and record home prices.

WSJ • Jul 9, 2026

Existing Home Sales Pick Up in June. Why Buyers Are Returning.

The first half of 2026 demonstrated slow, but steady growth toward prepandemic levels.

Barrons • Jul 9, 2026

US construction spending inches up in May, but homebuilding weak

U.S. construction spending edged up in May as higher mortgage rates because of the Middle East conflict constrained homebuilding.

Reuters • Jul 1, 2026

Home Builder Stocks Are Showing Newfound Strength. Why a 30% Gain Is Possible.

Technical analysis indicates a home builder ETF could climb nearly 30% by the end of the year.

Barrons • Jun 26, 2026