How Tariffs Sparked a Rush in Homebuilding

In June 2026, housing starts surged to an annual rate of 1.427 million — a 19% jump from May — while building permits unexpectedly fell. Lucas and Luna dig into why builders broke ground at the fastest pace in over a year despite mortgage rates hovering at 6.58% and home prices near all-time highs. The answer lies in the July 24 global tariff announcement: builders scrambled to start projects before imported materials like lumber, steel, and appliances become more expensive. They discuss how D.R. Horton and Lennar are shifting strategies, the implications for homebuyers facing higher prices, and whether this surge is a one-off or the start of a trend. Plus, a look at what falling permits mean for supply later this year. #HousingStarts #BuildingPermits #Tariffs #Homebuilding #MortgageRates #D.R.Horton #Lennar #PulteGroup #HomePrices #SupplyChain #ConstructionCosts #Economics #HousingEconomy #FexingoBusiness #BusinessPodcast #RealEstate #FedPolicy #ImportPrices Keep every episode free: buymeacoffee.com/fexingo