Why Builders Are Betting Big on Smaller Lots

Home prices are still elevated, mortgage rates just ticked up to 6.51%, and consumer sentiment hit a fresh record low this month. So why are homebuilder stocks like Lennar up over 6% in the past week? Lucas and Luna dig into a specific shift in the new-home market: builders are shrinking lot sizes and floor plans to hit a lower price point — and it's working. They walk through the data on housing starts and permits, the strategic pivot from public builders like Toll Brothers and KB Home, and what this means for buyers who feel priced out. No hot takes, just the economics behind the blue-collar housing bet. #Homebuilders #HousingMarket #MortgageRates #Lennar #TollBrothers #KBHome #PulteGroup #NewHomeSales #LotSizes #AffordableHousing #Economics #Business #RealEstate #FederalReserve #HousingStarts #BuildingPermits #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo