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Land is the Tell: What Builder Moves Say About the Market’s Future

Here is an interesting article from Builder Online on the outlook for 2025 in the home building space. The first sentence of the 3rd paragraph really captures the point of this article – “the outlook for builders varies”. They provide various examples of builder sentiment being anything from somewhat negative to somewhat positive. Everyone agrees that whatever happens with tariffs could be impactful.

The striking thing for us in the article was the discussion around land. It notes that there is still a shortage of lots, but a good number of builders are looking to grow their lot inventory in preparation for a strong 2026. This indicates that there is confidence that, regardless of the variety of possible forecasts for 2025, there is some consensus that things are at least improving, with an expectation of a strong market sooner rather than later.


Source: Salandro, V. (April 29, 2025). State of the Industry: A Tale of Two Markets. BUILDER Online.

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