Tracking Trends
Builder Sentiment Improves Slightly, but Uncertainty and Incentives Rise Ahead of Tariffs
In BTIG’s State of the Industry report, released ahead of the Liberation Day tariff announcement, builder sentiment showed modest improvement with mixed signals across sales, traffic, and pricing trends.
Read MoreFebruary Home Building Trends Decline as Buyer Uncertainty Grows
Homebuilder sentiment weakened in February as year-over-year sales and traffic trends declined. Fewer builders reported positive sales, while more saw declines, and traffic expectations worsened.
Read MoreBuilder Sentiment Improves as Traffic Increases, but Conversion Rates Remain Low
Builders saw improved year-over-year sales and traffic trends in January, with fewer reporting declines compared to December.
Read MoreDecember Housing Market: Positive Surprises Amid Seasonal Challenges
December’s housing market showed stable sales trends and positive surprises in traffic and performance, despite challenges from higher interest rates and seasonal slowdowns.
Read MoreMixed Post-Election Trends: Builders See Modest Sales Shifts Amid High Rates and Sticky Prices
According to the monthly HomeSphere/BTIG survey, fewer builders reported positive year-over-year sales trends, compared to October results.
Read MoreOctober Demand Beats Expectations Despite Pre-Election Rate Challenges
According to the monthly HomeSphere/BTIG survey, October demand outperformed builder expectations despite slower conditions.
Read MoreMixed Builder Performance in September: Sales and Traffic Fall Short of Expectations
According to the monthly HomeSphere/BTIG survey, builders report mixed results as sales and traffic miss expectations.
Read MoreAugust Brings Modest Improvement in Builder Activity Amid Lower Mortgage Rates
According to the monthly BTIG/HomeSphere survey, builders saw a modest uptick in August as mortgage rates decline.
Read MoreMid-Market Builders Report Decline in Business Conditions, Led by Weakness in Florida
According to the monthly BTIG/HomeSphere survey, mid-market builders reported a decline in July business conditions.
Read MoreStable Business Conditions in June Amid Increased Incentive Activity
According to the monthly BTIG/HomeSphere survey, the June market remained stable from May.
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