US Housing Market 2026: Home Construction Stocks on the Comeback?

After two challenging years, there are many signs that the US housing market is at a turning point. Rising building permits and growing political attention to housing issues suggest that homebuilders are once again coming into focus as classic early-cycle leaders. Structurally, the US market remains clearly undersupplied. Since the financial crisis of 2008, builders have been cautious, resulting in a lack of new construction, while institutional investors such as Blackstone have taken hundreds of thousands of homes off the market in recent years....