US Homebuilders (DHI, LEN, TOL, and Co.) – Structural Tailwind from Housing Shortage and Political Will for Reform!
The structural housing shortage of 2 to 4 million units and a frozen existing market make homebuilders the unavoidable beneficiaries of the US housing crisis!
Reading Time: 2 minutes
The US Homebuilding Sector is becoming increasingly interesting to me and convinces me as one of the most plausible structural investment stories for the year 2026/27 – and this is despite, or rather because of, a seemingly challenging interest rate environment. The key point: About half of all US homeowners have mortgages below 4% and will not exchange these dream conditions for current rates of around 6%. The result is a practically frozen market for existing properties – and that exactly makes new constructions the only realistic option...
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