#HomeBuilders
Homebuilders face mounting materials costs.
@soberlook @wsj thedailyshot.com/sub...
November 2, 2026 at 12:01 PM
Homebuilders are outperforming #$GOOGL YTD:
October 29, 2026 at 6:41 PM
They are buying homebuilders.
November 2, 2026 at 6:59 PM
who is it that she expects to build the homes other than homebuilders...
October 31, 2026 at 9:23 PM
Should homebuilders support Nithya?

@jessezwick.bsky.social makes the case.

Full episode: www.youtube.com/watch?v=10Wz...
November 3, 2026 at 10:16 PM
Since this is from a NAHB survey, my strong sense is that this is primarily just single family homebuilders complaining about energy code requirements. I am skeptical there are any new costly requirements in the IRC that total up to $40k.
It's also really shocking to see how much the International Code Council's changes are driving up costs. This is an excellent case for states to stop blindly following the ICC, and to actually draft the regs themselves, like the French do.

@stephenjacobsmith.com (I assume you've seen this.)
November 2, 2026 at 2:40 AM
Homebuilders constructed 19,000 fewer homes in 2024 because of the lack of skilled labor. A big factor in the labor shortage? The federal government’s immigration crackdown.
Deportations are disrupting Texas construction jobs and family finances
Immigration arrests and deportations are keeping some construction workers away from jobsites, disrupting homebuilding projects and leaving families without vital income.
www.marketplace.org
November 1, 2026 at 10:36 PM
What’s NVDA just backstopping the whole economy? Can they backstop some homebuilders?
October 30, 2026 at 2:49 AM
Plan your Calgary custom home with clear budgets, timelines, contracts, and communication to manage expectations and avoid unexpected costs.
#EstateHomes
#Calgaryhomebuilders
#HomeBuilders
November 2, 2026 at 10:42 AM
Homebuilders had a good run

@conorsen.bsky.social
November 3, 2026 at 4:39 PM
Wafra and Hunt Companies Unveil Innovative Strata Land Partners for Homebuilders#USA#New_York#Wafra_Inc.#Hunt_Companies#Strata_Land
Wafra and Hunt Companies Unveil Innovative Strata Land Partners for Homebuilders
Wafra Inc. and Hunt Companies have launched Strata Land Partners, a new platform providing flexible capital solutions for U.S. homebuilders.
third-news.com
November 2, 2026 at 2:59 PM
If Republicans lose power in Texas today, it will be because of what you’ll hear in this story. The xenophobia of the Trump administration messed up the money of 3-time Trump voting developers and homebuilders in the Rio Grande Valley by deporting the workforce that helps them make their fortunes.
A Political Rebellion in the Rio Grande Valley
Podcast Episode · The Daily · November 2 · 1h 17m
podcasts.apple.com
November 3, 2026 at 2:36 PM
Key Mover for Nov 2: #ITB (▲4.56%)
Homebuilders led the tape, rising 4.56% on the day and 14.16% over 10 days.
November 3, 2026 at 11:30 AM
Q: "I was wondering why are we doign this in the IRC? I learned that the homebuilders like the format of the IRC. Why going in the IRC?"

re: Smoke alarms. can you clarify whether smoke alarms is meant to be similar to shared fire alarms?
November 3, 2026 at 9:15 PM
Just sold my bond funds today into another 25 googl. Probably rotate into more #$UNCY from index fund next week if it gets into the 3.50 range

Staring at #$WY and homebuilders related stocks as well
October 31, 2026 at 1:37 AM
Calgary custom home builders deliver lasting quality through premium materials, precise craftsmanship, clear communication, and attention to detail throughout every project.
#AcreageDevelopment
#CustomHomes
#HomeBuilders
October 29, 2026 at 11:31 AM
The Government is planning new legislation aimed at making it easier for smaller homebuilders to access finance to develop new homes.
New legislation aims to assist smaller homebuilders
The Government is planning new legislation aimed at making it easier for smaller homebuilders to access finance to develop new homes.
www.rte.ie
October 27, 2026 at 6:56 AM
Custom home builders in Morgantown: Costa Homebuilders takes on West Virginia lots

Costa is accepting clients in Morgantown and select Eastern Panhandle communities. Custom home…

Read more at https://finance.yahoo.com/real-estate/articles/costa-homebuilders-expands-luxury-custom-154100748.html
October 30, 2026 at 1:45 PM
Leadership was concentrated in cyclical and rate-sensitive groups: homebuilders and housing-linked names surged, with #ITB up 4.56%, #XHB up 3.58%, and builders such as #PHM, #LEN, and #DHI posting strong gains.
November 3, 2026 at 11:30 AM
Custom home builders in Morgantown: Costa Homebuilders takes on West Virginia lots

Costa is accepting clients in Morgantown and select Eastern Panhandle communities. Custom home…

Read more at https://finance.yahoo.com/real-estate/articles/costa-homebuilders-expands-luxury-custom-154100748.html
October 30, 2026 at 1:45 PM
The IRC is the ICC's carveout for the single family homebuilders. It only covers SFH, duplexes, and townhomes, while the IBC covers everything else (eg MFH, sports arenas, factories). The IRC has various features that make it cheaper to build. In the US, SFH is about 25% cheaper to build per sqft.
October 28, 2026 at 2:36 AM
Market Observation for Oct 29:
Leadership clustered in health care, REITs, utilities, financials, homebuilders, and industrial materials-linked groups.
October 30, 2026 at 10:30 AM