April 10, 2026
What war risk could mean for builders, rates and spring demand in 2026

Nature abhors a vacuum and does something about it. Homebuilders, their business and channel partners, their investors and lenders and their customers abhor uncertainty. But what can and will they do about it? Other than brace for more bumps. More air pockets. More “buying” of sales rather than selling of American households on houses that [……
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