# ![@NewsLambert Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::928519172.png) @NewsLambert Lance Lambert

Lance Lambert, a well-known housing market analyst, has been sharing insights on the current state of the US housing market. Recently, he highlighted that mortgage rates have fallen, with the average 30-year fixed mortgage rate reaching a 52-week low of [----]. Additionally, homebuilders, such as D.R. Horton, are offering incentives, including mortgage rate buydowns, to attract buyers amid softening demand.

### Engagements: [------] [#](/creator/twitter::928519172/interactions)
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### Mentions: [--] [#](/creator/twitter::928519172/posts_active)
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### Followers: [-------] [#](/creator/twitter::928519172/followers)
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### CreatorRank: [-------] [#](/creator/twitter::928519172/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  39.78% [stocks](/list/stocks)  4.3% [countries](/list/countries)  3.23% [financial services](/list/financial-services)  #1414 [cryptocurrencies](/list/cryptocurrencies)  0.54%

**Social topic influence**
[mortgage rate](/topic/mortgage-rate) #29, [housing market](/topic/housing-market) #63, [market](/topic/market) 8.06%, [in the](/topic/in-the) 6.45%, [ceo](/topic/ceo) 3.23%, [white house](/topic/white-house) 3.23%, [$8053t](/topic/$8053t) #3, [$1911t](/topic/$1911t) #1, [$200b](/topic/$200b) 2.69%, [we are](/topic/we-are) 2.15%

**Top accounts mentioned or mentioned by**
[@residentialclub](/creator/undefined) [@jimmy8672661155](/creator/undefined) [@tryng2lookahead](/creator/undefined) [@erichhartmann](/creator/undefined) [@jibreeladonna](/creator/undefined) [@kbhome](/creator/undefined) [@mortgagetruth](/creator/undefined) [@utter_savagery](/creator/undefined) [@onlymalarkey](/creator/undefined) [@pultehomes](/creator/undefined) [@pulte](/creator/undefined) [@parcllabs](/creator/undefined) [@alisonb916](/creator/undefined) [@urbaninstitute](/creator/undefined) [@smcox71](/creator/undefined) [@kirkchivas](/creator/undefined) [@atxurbanist](/creator/undefined) [@grantcardone](/creator/undefined) [@gunnaosrs](/creator/undefined) [@minvstrd](/creator/undefined)

**Top assets mentioned**
[KB Home (KBH)](/topic/$kbh) [BlackRock Inc (BLK)](/topic/blackrock) [Lennar Corporation (LEN)](/topic/$len) [Ferguson plc (FERG)](/topic/$ferg) [Parcl (PRCL)](/topic/parcl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"J.P.Morgan: The U.S. housing "shortage" is exaggerated "the size of the housing shortage in the U.S. has been overemphasized with J.P.Morgan Global Research putting the figure at around [---] million homes significantly below other market estimates" - John Sim at @jpmorgan https://twitter.com/i/web/status/2021297789758578710 https://twitter.com/i/web/status/2021297789758578710"  
[X Link](https://x.com/NewsLambert/status/2021297789758578710)  2026-02-10T18:58Z 105.3K followers, 93.1K engagements


"The average 30-year fixed mortgage rate today: 6.04% Same day last year: 7.04% ---------------------- 10-year Treasury yield today: 4.07% Spread today: [---] bps https://twitter.com/i/web/status/2022373891922915456 https://twitter.com/i/web/status/2022373891922915456"  
[X Link](https://x.com/NewsLambert/status/2022373891922915456)  2026-02-13T18:14Z 105.3K followers, [----] engagements


"For Sumitomo Forestrya Japan-based forestry timber and homebuilding companythis Tri Pointe Homes acquisition meaningfully accelerates its U.S. expansion goals. Sumitomo Forestry aims to be delivering [-----] homes annually in the U.S. by 2030"  
[X Link](https://x.com/NewsLambert/status/2022455365317857396)  2026-02-13T23:38Z 105.3K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.10% Same day last year: 7.13% --------------------- 10-year Treasury yield today: 4.11% Spread today: [---] bps https://twitter.com/i/web/status/2022049694092824764 https://twitter.com/i/web/status/2022049694092824764"  
[X Link](https://x.com/NewsLambert/status/2022049694092824764)  2026-02-12T20:46Z 105.3K followers, [----] engagements


"Japan-based homebuilder Sekisui House has also been on a multiyear U.S. homebuilder buying spree Sekisui House is now the 6th largest U.S. homebuilder"  
[X Link](https://x.com/NewsLambert/status/2022455569467215987)  2026-02-13T23:39Z 105.3K followers, [----] engagements


"We are in a historically significant chapter for housing one that has witnessed affordability deteriorate to levels unseen in decades That's why I just quit Fortune to launch ResiClub a news and research outlet that'll track the U.S. housing market 🏡📊 https://www.resiclubanalytics.com https://www.resiclubanalytics.com"  
[X Link](https://x.com/NewsLambert/status/1712090886782251225)  2023-10-11T13:00Z 105.3K followers, 1.3M engagements


"WOW The two largest residential real estate brokerage are combining. Compass to acquire Anywhere (Century [--] Coldwell Banker Sothebys Better Homes Corcoranetc) for $1.6 billion"  
[X Link](https://x.com/NewsLambert/status/1970132941826081054)  2025-09-22T14:27Z 105.3K followers, 216.7K engagements


"hear me out"  
[X Link](https://x.com/NewsLambert/status/1981112081404600745)  2025-10-22T21:35Z 105.3K followers, 2.4M engagements


"The average 30-year fixed mortgage rate today: 6.16% Same day last year: 7.03% ----------------- 10-year Treasury yield today: 4.21% Spread today: [---] bps https://twitter.com/i/web/status/2020919780572815440 https://twitter.com/i/web/status/2020919780572815440"  
[X Link](https://x.com/NewsLambert/status/2020919780572815440)  2026-02-09T17:56Z 105.3K followers, 10.4K engagements


"Zillow: 7.5% mortgage rates won't halt home price growth. Zillow is a full-blown housing bull forecasting that U.S. home prices will rise 6.5% between July [----] and July [----]. Zillow expects Miami to jump 8.4%"  
[X Link](https://x.com/NewsLambert/status/1695775669211549790)  2023-08-27T12:30Z 105.3K followers, 568.1K engagements


"Building materials giant Builders FirstSource: What we're seeing is 'a bit worse' than what homebuilders are saying and 'our sense is builders are slowing on the start side' now h/t @RickPalaciosJr https://twitter.com/i/web/status/1951296473473360060 https://twitter.com/i/web/status/1951296473473360060"  
[X Link](https://x.com/NewsLambert/status/1951296473473360060)  2025-08-01T14:58Z 105.3K followers, 11.4K engagements


"When Blackstone started buying single-family rentals in [----] there wasnt a single firm that owned at least [----] U.S. single-family rentals"  
[X Link](https://x.com/NewsLambert/status/2009283982521716785)  2026-01-08T15:20Z 105.2K followers, [----] engagements


"By late [----] Blackstones homebuying unit Invitation Homeswhich the firm later took public in [----] and fully exited by 2019had grown its single-family rental portfolio to nearly [-----] single-family rentals (at the end of Q3 [----] Invitation Homes wholly-owned [-----] homes)"  
[X Link](https://x.com/NewsLambert/status/2009284126654845200)  2026-01-08T15:20Z 105.2K followers, [----] engagements


"Redfin CEO Glenn Kelman is out Hes had the job since [----] Rocket Companies bought Redfin last year via @jameskleimann"  
[X Link](https://x.com/NewsLambert/status/2011146090578694396)  2026-01-13T18:39Z 105.3K followers, [----] engagements


"Invitation Homesa giant single-family landlordjust acquired ResiBuilta build-to-rent developer in the Southeast ResiBuilt has completed [----] homes since its founding in [----] https://www.invh.com/news-events/news/news-details/2026/Invitation-Homes-Acquires-ResiBuilt-to-Enhance-Development-Capabilities-and-Deliver-More-Housing-Solutions-for-American-Families/default.aspx https://www.invh.com/news-events/news/news-details/2026/Invitation-Homes-Acquires-ResiBuilt-to-Enhance-Development-Capabilities-and-Deliver-More-Housing-Solutions-for-American-Families/default.aspx"  
[X Link](https://x.com/NewsLambert/status/2012185920427237678)  2026-01-16T15:31Z 105.2K followers, 12K engagements


"Understanding institutional landlord Invitation Homes new housing market bet Invitation Homeswhich wholly owns [-----] single-family rentalsannounced Thursday it is acquiring build-to-rent developer ResiBuilt. Why that matters My latest for ResiClub: https://www.resiclubanalytics.com/p/institutional-landlord-invitation-homes-homebuilding-housing-market-build-to-rent-bet-resibuilt https://www.resiclubanalytics.com/p/institutional-landlord-invitation-homes-homebuilding-housing-market-build-to-rent-bet-resibuilt"  
[X Link](https://x.com/NewsLambert/status/2013629496843186473)  2026-01-20T15:07Z 105.2K followers, 19K engagements


"Back in [----] Invitation Homes struck a deal with PulteGroup and began buying build-to-rent homes. In Q3 [----] third-party homebuilders delivered [---] homes to Invitation Homesand have another [----] in the pipeline Chart via @ResidentialClub"  
[X Link](https://x.com/NewsLambert/status/2013629642620457080)  2026-01-20T15:08Z 105.2K followers, [----] engagements


"@ResidentialClub Those [---] new builds accounted for 81% of the total [---] single-family acquisitions Invitation Homes made last quarter Chart via @ResidentialClub"  
[X Link](https://x.com/NewsLambert/status/2013629973232230541)  2026-01-20T15:09Z 105.2K followers, [----] engagements


"@ResidentialClub Invitation Homesand many other big landlordshave scaled back resale-market acquisitions following the '22 spike in interest rates / less favorable acquisition math Looking for new opportunities back in November Invitation Homes floated the idea of adding in-house development"  
[X Link](https://x.com/NewsLambert/status/2013630717721248045)  2026-01-20T15:12Z 105.2K followers, [---] engagements


"@ResidentialClub Invitation Homes buying ResiBuilt signals that its doubling down on build-to-rent. That said an institutional landlord creating its own in-house homebuilder to supply itself rental units isnt a new conceptits essentially the AMH playbook"  
[X Link](https://x.com/NewsLambert/status/2013630867684380704)  2026-01-20T15:13Z 105.2K followers, [---] engagements


"The average 30-year fixed mortgage rate today: 6.19% Same day last year: 7.08% ---------------------- 10-year Treasury yield today: 4.25% Spread today: [---] bps https://twitter.com/i/web/status/2014425154428842080 https://twitter.com/i/web/status/2014425154428842080"  
[X Link](https://x.com/NewsLambert/status/2014425154428842080)  2026-01-22T19:49Z 105.2K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.17% Same day last year: 7.11% -------------------- 10-year treasury yield: 4.21% Spread today: [---] bps https://twitter.com/i/web/status/2015848718839251279 https://twitter.com/i/web/status/2015848718839251279"  
[X Link](https://x.com/NewsLambert/status/2015848718839251279)  2026-01-26T18:06Z 105.2K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.15% Same day last year: 7.07% --------------------- 10-year Treasury yield today: 4.23% Spread today: [---] bps https://twitter.com/i/web/status/2016213879370494431 https://twitter.com/i/web/status/2016213879370494431"  
[X Link](https://x.com/NewsLambert/status/2016213879370494431)  2026-01-27T18:17Z 105.2K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.16% Same day last year: 7.07% ------------------ [--] Year Treasury: 4.26% Spread today: [---] bps https://twitter.com/i/web/status/2016578145806172639 https://twitter.com/i/web/status/2016578145806172639"  
[X Link](https://x.com/NewsLambert/status/2016578145806172639)  2026-01-28T18:24Z 105.2K followers, 11.2K engagements


"Inventory Boomerang hits the housing market Last years we saw a 10-year high in delistings Now we are seeing an upswing in relistings according to @Compass chief economist @mikesimonsen's analysis My latest in @ResidentialClub: https://www.resiclubanalytics.com/p/housing-market-inventory-boomerang-delistings-jump-2025-turns-2026-reslistings-jump https://www.resiclubanalytics.com/p/housing-market-inventory-boomerang-delistings-jump-2025-turns-2026-reslistings-jump https://www.resiclubanalytics.com/p/housing-market-inventory-boomerang-delistings-jump-2025-turns-2026-reslistings-jump"  
[X Link](https://x.com/NewsLambert/status/2016937244464988516)  2026-01-29T18:11Z 105.2K followers, 15.5K engagements


"ResiClub is HIRING 🏡📊 I'm looking to add a Sales Director The roles core focus is enterprise sales of our housing research and analytics platform the ResiClub Terminal About us: We are a fast-growing news and research outlet that covers the U.S. housing market https://twitter.com/i/web/status/2016964630443426260 https://twitter.com/i/web/status/2016964630443426260"  
[X Link](https://x.com/NewsLambert/status/2016964630443426260)  2026-01-29T20:00Z 105.2K followers, [----] engagements


"Trump wants to see housing affordability improve through falling mortgage ratesnot through falling nominal national house prices https://x.com/Acyn/status/2016928569902190924s=20 https://x.com/Acyn/status/2016928569902190924s=20 Trump: I dont want to drive housing prices down. I want to drive housing prices up for people who own their homes. You can be sure that will happen https://t.co/9BupkUmXss https://x.com/Acyn/status/2016928569902190924s=20 https://x.com/Acyn/status/2016928569902190924s=20 Trump: I dont want to drive housing prices down. I want to drive housing prices up for people who"  
[X Link](https://x.com/NewsLambert/status/2016983912803664250)  2026-01-29T21:16Z 105.2K followers, 23K engagements


"Giant homebuilder PulteGroup pushes incentives to 9.9%thats $49500 on a $500K sale During "normal times" the builder says it does around 3.0% to 3.5% sales incentives"  
[X Link](https://x.com/NewsLambert/status/2017423828314407388)  2026-01-31T02:24Z 105.2K followers, 44.2K engagements


"ResiClub members can read my latest report on @PulteHomes here: https://www.resiclubanalytics.com/p/homebuilder-pultegroup-pushes-increases-incentives-margin-compression-florida-sales-improvement-home https://www.resiclubanalytics.com/p/homebuilder-pultegroup-pushes-increases-incentives-margin-compression-florida-sales-improvement-home"  
[X Link](https://x.com/NewsLambert/status/2017424210948173899)  2026-01-31T02:26Z 105.2K followers, [----] engagements


"Big pockets of Southwest Florida's housing market remain in correction-mode Metro area home prices in Punta Gorda FL and North Port FL are down -25.3% and -17.4% respectively since their July [----] peak. During that same time U.S. home prices rose +1.9% https://twitter.com/i/web/status/2018337435092988086 https://twitter.com/i/web/status/2018337435092988086"  
[X Link](https://x.com/NewsLambert/status/2018337435092988086)  2026-02-02T14:55Z 105.3K followers, 42.8K engagements


"You can read my latest on Southwest Florida's correcting housing market here: https://www.resiclubanalytics.com/p/southwest-florida-housing-market-in-correction-home-prices-punta-gorda-north-port-cape-coral https://www.resiclubanalytics.com/p/southwest-florida-housing-market-in-correction-home-prices-punta-gorda-north-port-cape-coral"  
[X Link](https://x.com/NewsLambert/status/2018338943914188850)  2026-02-02T15:01Z 105.2K followers, [----] engagements


"@PulteHomes Heading into spring '26 PulteGroup CEO Ryan Marshall hopes that recent affordability improvementswith mortgage rates down [--] bps year-over-year U.S. incomes still rising and net effective new-home prices falling in many marketsput homebuilders in a somewhat better position"  
[X Link](https://x.com/NewsLambert/status/2018350509380301210)  2026-02-02T15:47Z 105.2K followers, [----] engagements


"The U.S. housing market as told by how many minutes of daylight youre about to gain this month https://x.com/midwestern_ope/status/2018487713695986090s=20 The best news Ive heard all day https://t.co/sYNFF1YnlL https://x.com/midwestern_ope/status/2018487713695986090s=20 The best news Ive heard all day https://t.co/sYNFF1YnlL"  
[X Link](https://x.com/NewsLambert/status/2018504840666603916)  2026-02-03T02:00Z 105.2K followers, 13.8K engagements


"Bloomberg: Builders Push Trump Homes in Pitch for a Million Houses (Bloomberg) --Builders are working on a plan for a massive program to develop Trump Homes that would address the US affordability crisis while allowing private capital to deploy many billions of dollars. Lennar Corp. and Taylor Morrison Home Corp. are among the firms that have worked on the proposal which calls for builders to sell entry-level homes into a pathway-to-ownership program funded by private investors according to people familiar with the plan. Under one iteration of the plan the investors would rent out the homes"  
[X Link](https://x.com/NewsLambert/status/2018740952706257404)  2026-02-03T17:38Z 105.2K followers, 17.9K engagements


"The average 30-year fixed mortgage rate today: 6.20% Same day last year: 7.05% -------------------- 10-year Treasury yield: 4.29% Spread today: [---] bps https://twitter.com/i/web/status/2018743968276545757 https://twitter.com/i/web/status/2018743968276545757"  
[X Link](https://x.com/NewsLambert/status/2018743968276545757)  2026-02-03T17:50Z 105.2K followers, [----] engagements


"Housings quiet shock absorber: U.S. homeowners at large have a giant equity buffer this cycle 76.7% of all U.S. mortgages have loan-to-value (LTV) ratios of 60% or less At a 60% LTV on a $400000 home that would mean about $240000 owed and $160000 in equity"  
[X Link](https://x.com/NewsLambert/status/2019119454055997708)  2026-02-04T18:42Z 105.3K followers, [----] engagements


"@HomeLoanBill @scottlincicome Builders in my universeMidwestern builders are one of my biggest outside clientsaren't see material costs up that much from tariffs"  
[X Link](https://x.com/NewsLambert/status/2019123194737918331)  2026-02-04T18:57Z 105.2K followers, [--] engagements


"I'll be at the National Association of Home Builders' International Builders' Show in Orlando later this month If you're attending and want to talk housing holler 🏡📊"  
[X Link](https://x.com/NewsLambert/status/2019534365030580586)  2026-02-05T22:11Z 105.2K followers, [----] engagements


"At the end of January [----] Floridas active inventory was up just +0.6% year over year Lets watch this over the next few months as the state moves into its seasonal window when inventory typically rises Chart via @ResidentialClub"  
[X Link](https://x.com/NewsLambert/status/2019616037411405997)  2026-02-06T03:36Z 105.2K followers, [----] engagements


"The White House is reportedly considering an antitrust probe into homebuilders: Bloomberg https://twitter.com/i/web/status/2019850075002786035 https://twitter.com/i/web/status/2019850075002786035"  
[X Link](https://x.com/NewsLambert/status/2019850075002786035)  2026-02-06T19:05Z 105.2K followers, 19.7K engagements


"Whats your initial reaction to the administration reportedly considering an antitrust probe into homebuilders Very favorable Somewhat favorable Very unfavorable Somewhat unfavorable Very favorable Somewhat favorable Very unfavorable Somewhat unfavorable"  
[X Link](https://x.com/NewsLambert/status/2019866890013991122)  2026-02-06T20:12Z 105.2K followers, [----] engagements


"White House floats builder antitrust probeheres what the data says about homebuilding concentration [--] charts show what the data says about U.S. homebuilding concentration ResiClub PRO report: https://www.resiclubanalytics.com/p/white-house-floats-homebuilding-antitrust-probe-what-the-data-shows https://www.resiclubanalytics.com/p/white-house-floats-homebuilding-antitrust-probe-what-the-data-shows https://www.resiclubanalytics.com/p/white-house-floats-homebuilding-antitrust-probe-what-the-data-shows"  
[X Link](https://x.com/NewsLambert/status/2020312036362588604)  2026-02-08T01:41Z 105.2K followers, [----] engagements


"Speaking at ResiDay [----] FHFA director Bill Pulte hinted that in [----] the White House would be putting politicaland potentially legalpressure on giant homebuilders to build more homes https://twitter.com/i/web/status/2020312693438111804 https://twitter.com/i/web/status/2020312693438111804"  
[X Link](https://x.com/NewsLambert/status/2020312693438111804)  2026-02-08T01:44Z 105.2K followers, [----] engagements


"Fast-forward to Friday and the Trump administration is reportedly considering an antitrust probe into some of Americas biggest homebuilders. https://x.com/NewsLambert/status/2019850075002786035s=20 The White House is reportedly considering an antitrust probe into homebuilders: Bloomberg https://t.co/0q0XK67gOq https://x.com/NewsLambert/status/2019850075002786035s=20 The White House is reportedly considering an antitrust probe into homebuilders: Bloomberg https://t.co/0q0XK67gOq"  
[X Link](https://x.com/NewsLambert/status/2020313413050855640)  2026-02-08T01:47Z 105.2K followers, [----] engagements


"That potential probe surfaced just days after news broke that several giant buildersincluding Lennar and Taylor Morrisonhad pitched the idea of a rent-to-own program (Trump Homes) to the White House https://x.com/NewsLambert/status/2018740952706257404s=20 Bloomberg: Builders Push Trump Homes in Pitch for a Million Houses (Bloomberg) --Builders are working on a plan for a massive program to develop Trump Homes that would address the US affordability crisis while allowing private capital to deploy many billions of dollars. https://t.co/WrjfEE323t"  
[X Link](https://x.com/NewsLambert/status/2020313691137200224)  2026-02-08T01:48Z 105.2K followers, [---] engagements


"For years the housing industry has relied on fragmented overly national data to make local decisions. But housing is hyper-local. ZIP-code local. And the stakescapital risk opportunityare massive"  
[X Link](https://x.com/NewsLambert/status/2020924333997125994)  2026-02-09T18:14Z 105.3K followers, [---] engagements


"The ResiClub Terminal brings together: Housing market data and analytics down to the ZIP Code level Home price inventory and sales trends Migration and demographic shifts Single-family and multifamily construction activity Giant homebuilder footprints Rental trends affordability metrics and proprietary ResiClub research And more https://twitter.com/i/web/status/2020924423973572912 https://twitter.com/i/web/status/2020924423973572912"  
[X Link](https://x.com/NewsLambert/status/2020924423973572912)  2026-02-09T18:15Z 105.3K followers, [---] engagements


"All in one placebuilt specifically for decision-makers across housing: homebuilders developers land investors SFR investors lenders brokerages insurance and institutional. The demand has been strong. Weve onboarded [--] Fortune [----] clients just in the past week alone"  
[X Link](https://x.com/NewsLambert/status/2020924654991573034)  2026-02-09T18:15Z 105.2K followers, [----] engagements


"Homebuilders slow spec builds in weaker housing markets says KB Home CEO "It's good to see that there's not a lot more spec inventory being injected into some of the softer markets and I think that's going to help places like Florida stabilize" Jeffrey Mezger tells ResiClub"  
[X Link](https://x.com/NewsLambert/status/2021401545795887543)  2026-02-11T01:50Z 105.3K followers, [----] engagements


"Speaking on their September [----] earnings call KB Home executives said they had cut home prices across Floridalast years weakest pocket of the housing marketand were beginning to see signs of stabilization in the Sunshine State as a result"  
[X Link](https://x.com/NewsLambert/status/2021401644462899270)  2026-02-11T01:51Z 105.3K followers, [---] engagements


"For regional housing market coverage subscribe to the ResiClub newsletter: https://www.resiclubanalytics.com/subscribe https://www.resiclubanalytics.com/subscribe"  
[X Link](https://x.com/NewsLambert/status/2021756957846114453)  2026-02-12T01:23Z 105.3K followers, [----] engagements


"@Pikithome The builder incentivesparticularly in weaker pockets of the Sun Belthave progressively been getting bigger since the rate shock hit and the Pandemic Housing Boom fizzled out"  
[X Link](https://x.com/NewsLambert/status/2021766655651496402)  2026-02-12T02:01Z 105.3K followers, [---] engagements


"Ever since the Pandemic Housing Boom fizzled out in '22 lot supply has been building back upespecially in pockets of the Sun Belt Austin and Denver now boast significantly oversupplied lot inventory finds Zonda My latest for @ResidentialClub: https://www.resiclubanalytics.com/p/austin-denver-boast-appropriately-supplied-lot-inventory-homebuilders-homebuilding-zonda https://www.resiclubanalytics.com/p/austin-denver-boast-appropriately-supplied-lot-inventory-homebuilders-homebuilding-zonda"  
[X Link](https://x.com/NewsLambert/status/2021790653798318513)  2026-02-12T03:37Z 105.3K followers, [----] engagements


"Homebuilders court investors as unsold completed new-build inventory hits 15-year high This week @Lennara homebuilder ranked No. [---] on the Fortune 500launched Lennar Investor Marketplace. It's a portal for mom-and-pop landlords to find deals from Lennar https://twitter.com/i/web/status/1956855510847631484 https://twitter.com/i/web/status/1956855510847631484"  
[X Link](https://x.com/NewsLambert/status/1956855510847631484)  2025-08-16T23:08Z 105.3K followers, 323K engagements


"Beazer Homesa major homebuilder valued at $754 millionis currently offering mortgage rate buydowns in Dallas-Fort Worth like this: year [--] -- 1.99% year [--] -- 2.99% year [--] -- 3.99% year 4/beyond -- 4.99% fixed h/t @akm515 https://twitter.com/i/web/status/1962685954067517555 https://twitter.com/i/web/status/1962685954067517555"  
[X Link](https://x.com/NewsLambert/status/1962685954067517555)  2025-09-02T01:16Z 105.3K followers, 121.5K engagements


"March [----] - Rocket Companiessecond-largest U.S. mortgage lenderagrees to buy mortgage servicer giant Mr. Cooper for $9.4B Dec [----] - UWMlargest U.S. mortgage lenderagrees to buy Two Harbors Investmentlarge servicing platform + MSR buyerfor $1.3B"  
[X Link](https://x.com/NewsLambert/status/2001852430070472798)  2025-12-19T03:09Z 105.3K followers, [----] engagements


"The fact that the public has confused Blackstone with BlackRock and made BlackRockwhich doesn't buy single-family rentalsthe face of institutional homebuying will never not be funny Blackrock hardest hit. This is huge. Praise God https://t.co/ocO9INIFr1 Blackrock hardest hit. This is huge. Praise God https://t.co/ocO9INIFr1"  
[X Link](https://x.com/NewsLambert/status/2009171119022932478)  2026-01-08T07:51Z 105.3K followers, 935.4K engagements


"The average 30-year fixed mortgage rate heading into the weekend: 6.16% Same day last year: 7.05% -------------------- 10-year Treasury yield: 4.24% Spread today: [---] bps https://twitter.com/i/web/status/2017324378468360415 https://twitter.com/i/web/status/2017324378468360415"  
[X Link](https://x.com/NewsLambert/status/2017324378468360415)  2026-01-30T19:49Z 105.3K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.17% Same day last year: 7.05% --------------------- 10-year Treasury yield today: 4.28% Spread today: [---] bps https://twitter.com/i/web/status/2018392440261013951 https://twitter.com/i/web/status/2018392440261013951"  
[X Link](https://x.com/NewsLambert/status/2018392440261013951)  2026-02-02T18:33Z 105.3K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.11% Same day last year: 7.01% --------------------- 10-year treasury yield: 4.15% Spread today: [---] bps https://twitter.com/i/web/status/2021284673482023162 https://twitter.com/i/web/status/2021284673482023162"  
[X Link](https://x.com/NewsLambert/status/2021284673482023162)  2026-02-10T18:06Z 105.3K followers, [----] engagements


"A BIG ONE QXOthe building materials giant that Brad Jacobs is buildingjust reached an agreement to buy Kodiak Building Partners for $2.25B Kodiak is a distributor of "lumber trusses windows/doors construction supplies waterproofing roofing""  
[X Link](https://x.com/NewsLambert/status/2021670693910270182)  2026-02-11T19:40Z 105.3K followers, [----] engagements


"I spoke with billionaire Brad Jacobs back in late [----] as he prepared to make his building materials play There are $20 and $30 billion dollar players already. Builders FirstSource you got Ferguson. Im planning to do something larger than that" https://www.resiclubanalytics.com/p/billionaire-brad-jacobs-plans-make-big-play-housing-market-heres https://www.resiclubanalytics.com/p/billionaire-brad-jacobs-plans-make-big-play-housing-market-heres"  
[X Link](https://x.com/NewsLambert/status/2021671181452194212)  2026-02-11T19:42Z 105.3K followers, [----] engagements


"According to QXO: "About 40% of Kodiaks [----] revenues were generated in Florida and Texas where building market growth has consistently outpaced national market growth over the last decade." https://twitter.com/i/web/status/2021672932368392655 https://twitter.com/i/web/status/2021672932368392655"  
[X Link](https://x.com/NewsLambert/status/2021672932368392655)  2026-02-11T19:49Z 105.3K followers, [----] engagements


"Housing affordability is so strained that America's largest homebuilder D.R. Horton is advertising 3.99% mortgage rate buydown + $15000 toward closing costs in Northeast Florida right now https://twitter.com/i/web/status/2021722981031194632 https://twitter.com/i/web/status/2021722981031194632"  
[X Link](https://x.com/NewsLambert/status/2021722981031194632)  2026-02-11T23:08Z 105.3K followers, 55K engagements


"265 days Thats how long it has been since the average 30-year fixed mortgage rate was at or above 7.00% via @mortgagenewsmnd series https://twitter.com/i/web/status/2022093117994774731 https://twitter.com/i/web/status/2022093117994774731"  
[X Link](https://x.com/NewsLambert/status/2022093117994774731)  2026-02-12T23:39Z 105.3K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.17% Same day last year: 6.99% ---------------------- 10-year Treasury yield: [----] Spread today: [---] bps https://twitter.com/i/web/status/2019473476671693249 https://twitter.com/i/web/status/2019473476671693249"  
[X Link](https://x.com/NewsLambert/status/2019473476671693249)  2026-02-05T18:09Z 105.3K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.15% Same day last year: 7.00% --------------------- 10-year Treasury yield today: 4.22% Spread today: [---] bps https://twitter.com/i/web/status/2019831271195582572 https://twitter.com/i/web/status/2019831271195582572"  
[X Link](https://x.com/NewsLambert/status/2019831271195582572)  2026-02-06T17:51Z 105.3K followers, [----] engagements


"J.P. Morgan: "the $200 billion purchase accounts for just 1.4% of the approximately $14.5 trillion mortgage market""  
[X Link](https://x.com/NewsLambert/status/2021306048502530478)  2026-02-10T19:31Z 105.3K followers, [----] engagements


""Most homebuilders already offer potential buyers mortgage rate buydowns of [---] bp to as much as [---] bp below the prevailing mortgage rate. As a result we do not believe a modest lowering of the market mortgage rate will have a material impact on builder demand." - Michael Rehaut head of U.S. Homebuilding and Building Products Research at J.P.Morgan https://twitter.com/i/web/status/2021306322159841775 https://twitter.com/i/web/status/2021306322159841775"  
[X Link](https://x.com/NewsLambert/status/2021306322159841775)  2026-02-10T19:32Z 105.3K followers, [----] engagements


"#NEW J.P. Morgan forecasts that U.S. home prices will be flat in [----] (+0.0% year-over-year) "There are of course regional variations. House prices are falling the most along the West Coast and Sun Belt" - writes John Sim head of Securitized Products Research at J.P. Morgan"  
[X Link](https://x.com/NewsLambert/status/2021636303024971927)  2026-02-11T17:23Z 105.3K followers, 13.3K engagements


"Are you a home flipper Is fix and flip part of your real estate investment strategy🏠🛠 If yes were inviting you to participate in the Q1 [----] LendingOne-ResiClub Fix and Flip Survey: https://www.surveymonkey.com/r/6KJJR6P https://www.surveymonkey.com/r/6KJJR6P"  
[X Link](https://x.com/NewsLambert/status/2021642809837797828)  2026-02-11T17:49Z 105.3K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.14% Same day last year: 7.05% ----------------------- 10-year Treasury yield today: 4.18% Spread today: [---] bps https://twitter.com/i/web/status/2021659151261479031 https://twitter.com/i/web/status/2021659151261479031"  
[X Link](https://x.com/NewsLambert/status/2021659151261479031)  2026-02-11T18:54Z 105.3K followers, [----] engagements


"When applying NAR's seasonally adjusted annual rate (SAAR) to the data it comes out to a 3.91M pace. That'll likely come up a tad in the coming readings. On calendar year [----] and [----] we did [----] million existing home sales"  
[X Link](https://x.com/NewsLambert/status/2021979206885027881)  2026-02-12T16:06Z 105.3K followers, [----] engagements


"In the real-world we're moving into the seasonal window where existing home sales begin to see their seasonal upward swing"  
[X Link](https://x.com/NewsLambert/status/2021979585613902155)  2026-02-12T16:07Z 105.3K followers, [----] engagements


""They our buyers know exactly what theyre paying for I think transparent pricing really lowers that risk of the buyer overpaying for a home and potentially being upside down." - @kbhome COO Rob McGibney tells @ResidentialClub"  
[X Link](https://x.com/NewsLambert/status/2022048284714709032)  2026-02-12T20:40Z 105.3K followers, [---] engagements


"@kbhome @ResidentialClub Many big builders would rather shell out for buydowns/forward-commitments b/c arbitrage in the bond market allows them to achieve a marginally larger reduction in a buyers monthly payment for each $1 spent on mortgage rate buydowns than for each $1 spent on outright price cuts"  
[X Link](https://x.com/NewsLambert/status/2022048670351601735)  2026-02-12T20:42Z 105.3K followers, [---] engagements


"@kbhome @ResidentialClub According to the AEI Housing Center 64% of new single-family home sales in June [----] by the [--] largest U.S. homebuilders included a permanent buydowncompared with 13% for all other new-home sales"  
[X Link](https://x.com/NewsLambert/status/2022049070001664033)  2026-02-12T20:44Z 105.3K followers, [----] engagements


"Japans Sumitomo Forestry to acquire Tri Pointe Homesa U.S. homebuilder ranked No. [---] on the Fortune 1000for $4.5B"  
[X Link](https://x.com/NewsLambert/status/2022335832334668160)  2026-02-13T15:43Z 105.3K followers, 23.8K engagements


"Why are Japanese homebuilders buying U.S. homebuilders 🏡 At a high level the answer is BAD Japanese demographics Japans domestic population is shrinking and aging limiting long-term housing growth for Japanese homebuilding firms like Sekisui House and Sumitomo Forestry"  
[X Link](https://x.com/NewsLambert/status/2022456068945981631)  2026-02-13T23:41Z 105.3K followers, [----] engagements


"According to ResiClubs analysis once the Tri Pointe Homes acquisition is completed Sekisui House and Sumitomo Forestry combined will have at least a 4.3% share of U.S. single-family home construction"  
[X Link](https://x.com/NewsLambert/status/2022456165561700627)  2026-02-13T23:41Z 105.3K followers, [----] engagements


"I dont know how it (AIs impact on the labor market) will play outthats why its an "uncertainty." The "uneven" part boils down to the fact that in theory it could benefit some local labor markets (and housing markets) while negatively impacting others"  
[X Link](https://x.com/NewsLambert/status/2022728990537232477)  2026-02-14T17:45Z 105.3K followers, [----] engagements


"IF AI puts downward pressure on real incomes in certain pockets or industries that will be felt in housingIF AI also puts upward pressure on real incomes in certain pockets or industries that will be felt as well"  
[X Link](https://x.com/NewsLambert/status/2022729819667177979)  2026-02-14T17:49Z 105.3K followers, [----] engagements


"U.S. existing home sales totaled 223K in January [----] That's the lowest January existing sales volumes since [----] Turnover remains strained in the existing-home market"  
[X Link](https://x.com/NewsLambert/status/2021978087429447748)  2026-02-12T16:01Z 105.3K followers, [----] engagements


"Japan-based firms accelerate U.S. homebuilder buying spree On Friday Japan-based Sumitomo Forestry announced it has agreed to acquire @TriPointeHomesa U.S. homebuilder ranked No. [---] on the Fortune 1000for $4.5 billion. My latest for ResiClub: https://www.resiclubanalytics.com/p/japan-firms-accelerate-us-homebuilder-buying-spree-tri-pointe-homes-acquisition-housing-market https://www.resiclubanalytics.com/p/japan-firms-accelerate-us-homebuilder-buying-spree-tri-pointe-homes-acquisition-housing-market"  
[X Link](https://x.com/NewsLambert/status/2022434658709856450)  2026-02-13T22:16Z 105.3K followers, 68.2K engagements


"While it might be hard to parse out the impact of the globalization boom of the 1980s-2000s on the broader U.S. housing market it certainly had local effects Some regional labor markets were negatively impacted while others were positively impacted. That fed into local housing"  
[X Link](https://x.com/NewsLambert/status/2022730470841339987)  2026-02-14T17:51Z 105.3K followers, [----] engagements


"Are you a home flipper Is fix and flip part of your real estate investment strategy🏠🛠 If yes were inviting you to participate in the Q1 [----] LendingOne-ResiClub Fix and Flip Survey: http://surveymonkey.com/r/6KJJR6P http://surveymonkey.com/r/6KJJR6P"  
[X Link](https://x.com/NewsLambert/status/2022764997290660305)  2026-02-14T20:08Z 105.3K followers, [----] engagements


"@Colorado_N8tive This is "real" inflation-adjusted home prices"  
[X Link](https://x.com/NewsLambert/status/2007250026951815361)  2026-01-03T00:37Z 104.3K followers, [---] engagements


"@JohnRavenda The chart I posted above is real inflation-adjusted home prices"  
[X Link](https://x.com/NewsLambert/status/2007496769530409395)  2026-01-03T16:58Z 104.3K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.19% Same day last year: 7.10% ------------------ 10-year Treasury yield today: 4.16% Mortgage spread today: [---] bps 👀 https://twitter.com/i/web/status/2008241442859172016 https://twitter.com/i/web/status/2008241442859172016"  
[X Link](https://x.com/NewsLambert/status/2008241442859172016)  2026-01-05T18:17Z 104.9K followers, 40.9K engagements


"41% 👉 How much of current U.S. single-family homebuilding is in the West Midwest and Northeast (yellow doodle) 59% 👉 How much of current U.S. single-family homebuilding is in the South (red doodle)"  
[X Link](https://x.com/NewsLambert/status/2008626749601382718)  2026-01-06T19:48Z 104.7K followers, 20.6K engagements


"Lennar sells majority control of its multifamily division to TPG Real Estate TPG also made an additional $1 billion 'commitment' into the multifamily unit In Q4 [----] Lennar's multifamily unit had a operating loss of $44M (-0.1M loss in Q4 2024) https://www.businesswire.com/news/home/20260105273542/en/TPG-and-Lennar-Announce-Strategic-Partnership-to-Recapitalize-Quarterra https://www.businesswire.com/news/home/20260105273542/en/TPG-and-Lennar-Announce-Strategic-Partnership-to-Recapitalize-Quarterra"  
[X Link](https://x.com/NewsLambert/status/2008706408511082614)  2026-01-07T01:05Z 104.8K followers, 13.4K engagements


"Details on Quarterra (i.e. Lennar's multifamily unit) via Lennar"  
[X Link](https://x.com/NewsLambert/status/2008707432294343128)  2026-01-07T01:09Z 105K followers, [----] engagements


"#NEW Trump: "I am immediately taking steps to ban large institutional investors from buying more single-family homes and I will be calling on Congress to codify it" "People live in homes not corporations" he adds https://twitter.com/i/web/status/2008962890452115565 https://twitter.com/i/web/status/2008962890452115565"  
[X Link](https://x.com/NewsLambert/status/2008962890452115565)  2026-01-07T18:04Z 104.9K followers, 54.7K engagements


"Im writing up a deep dive now for this evening. In the article Ill showcase some of the institutional analysis and data that I normally share only with my paying members. You can sign up to the free version of ResiClub here: https://www.resiclubanalytics.com/subscribe https://www.resiclubanalytics.com/subscribe"  
[X Link](https://x.com/NewsLambert/status/2008973752323973555)  2026-01-07T18:47Z 104.7K followers, [----] engagements


"The biggest question for @pulte: How would an institutional ban treat build-to-rent and impact housing supply 95.7% of institutional landlord AMHs single-family acquisitions through the first three quarters of [----] came via its in-house homebuilding unit"  
[X Link](https://x.com/NewsLambert/status/2008977662732325173)  2026-01-07T19:02Z 104.9K followers, 22.7K engagements


"Through the first [--] months of [----] AMH. - Bought [--] single-family rentals - Kept [----] single-family rentals it built - Sold [----] single-family rentals"  
[X Link](https://x.com/NewsLambert/status/2008978504843710847)  2026-01-07T19:06Z 104.8K followers, [----] engagements


"Share of single-family housing stock owned by large investors by county For this analysis large investors are defined as firms that own at least [---] single-family homes @ResidentialClub map @ParclLabs data https://twitter.com/i/web/status/2008988140132839518 https://twitter.com/i/web/status/2008988140132839518"  
[X Link](https://x.com/NewsLambert/status/2008988140132839518)  2026-01-07T19:44Z 104.9K followers, 156.6K engagements


"Ohio Senator Bernie Moreno says he'll "introduce legislation in the Senate to codify this ban big institutional investors from buying more single family homes into law. https://x.com/berniemoreno/status/2008964941114683445s=20 https://x.com/berniemoreno/status/2008964941114683445s=20 Millions of young Americans have been locked out of the American Dream @realDonaldTrump is finally fighting back. I will introduce legislation in the Senate to codify this into law. https://x.com/berniemoreno/status/2008964941114683445s=20 https://x.com/berniemoreno/status/2008964941114683445s=20 Millions of"  
[X Link](https://x.com/NewsLambert/status/2009000000760566002)  2026-01-07T20:31Z 104.7K followers, 13.3K engagements


"Stephen SchwarzmanCEO of Blackstone which owns around [-----] single-family homes via Triconis one of Trumps biggest donors"  
[X Link](https://x.com/NewsLambert/status/2009003377628467648)  2026-01-07T20:45Z 105K followers, 12.3K engagements


"@AlisonB916 Blackstone got back into single-family rental ownership when it purchased Home Partners of America in [----] (since foldedremaining homes moved into Tricon) and when it purchased Tricon in early [----] Tricon is still active buying (albeit limited levels)including in adding BTR"  
[X Link](https://x.com/NewsLambert/status/2009011686557257906)  2026-01-07T21:18Z 104.7K followers, [---] engagements


"Whats your initial reaction to the administration "taking steps to ban large institutional investors from buying more single-family homes" Very favorable Somewhat favorable Very unfavorable Somewhat unfavorable Very favorable Somewhat favorable Very unfavorable Somewhat unfavorable"  
[X Link](https://x.com/NewsLambert/status/2009021076505022881)  2026-01-07T21:55Z 104.8K followers, 16.5K engagements


"@pulte What qualifies as a large institutional investor under Trumps proposed ban Would it target only scatter-site acquisitions or also build-to-rent development And would it require institutional investors to sell off existing portfolios"  
[X Link](https://x.com/NewsLambert/status/2009045002760917081)  2026-01-07T23:30Z 104.8K followers, [----] engagements


"Institutional ownership (firms with +1000 homes) is around 25% of Atlanta metro area single-family rentals Institutional ownership (firms with +1000 homes) is around 4% of Atlanta metro area single-family total housing stock"  
[X Link](https://x.com/NewsLambert/status/2009045860730974271)  2026-01-07T23:33Z 104.9K followers, [----] engagements


"@NickTimiraos Here's the breakdown by county https://x.com/NewsLambert/status/2008988140132839518s=20 Share of single-family housing stock owned by large investors by county For this analysis large investors are defined as firms that own at least [---] single-family homes @ResidentialClub map @ParclLabs data https://t.co/GZVwkLFAOY https://x.com/NewsLambert/status/2008988140132839518s=20 Share of single-family housing stock owned by large investors by county For this analysis large investors are defined as firms that own at least [---] single-family homes @ResidentialClub map @ParclLabs data"  
[X Link](https://x.com/NewsLambert/status/2009060380103070108)  2026-01-08T00:31Z 104.8K followers, [----] engagements


"Note: Institutional ownership (firms with +1000 homes) is around 25% of Atlanta metro area single-family rentals Institutional ownership (firms with +1000 homes) is around 4% of Atlanta metro area single-family total housing stock https://twitter.com/i/web/status/2009106739887591637 https://twitter.com/i/web/status/2009106739887591637"  
[X Link](https://x.com/NewsLambert/status/2009106739887591637)  2026-01-08T03:35Z 104.7K followers, [----] engagements


"Trump is taking steps to 'ban large institutional investors from buying more single-family homes'5 ways it could affect the housing market My latest for ResiClub https://www.resiclubanalytics.com/p/housing-market-trump-pushes-institutional-single-family-home-ban https://www.resiclubanalytics.com/p/housing-market-trump-pushes-institutional-single-family-home-ban https://www.resiclubanalytics.com/p/housing-market-trump-pushes-institutional-single-family-home-ban https://www.resiclubanalytics.com/p/housing-market-trump-pushes-institutional-single-family-home-ban"  
[X Link](https://x.com/NewsLambert/status/2009114806205215015)  2026-01-08T04:07Z 104.8K followers, [----] engagements


"In Trumps post he said he wants to ban large institutional investors from buying MORE single-family homes. That word "more" might imply that the proposal would NOT include a forced institutional sell-off https://x.com/NewsLambert/status/2008962890452115565s=20 https://x.com/NewsLambert/status/2008962890452115565s=20 #NEW Trump: "I am immediately taking steps to ban large institutional investors from buying more single-family homes and I will be calling on Congress to codify it" "People live in homes not corporations" he adds https://t.co/jjEzpWPopo"  
[X Link](https://x.com/NewsLambert/status/2009117393281282527)  2026-01-08T04:18Z 104.7K followers, [----] engagements


"Note: Institutional ownership (firms with +1000 homes) is around 25% of Atlanta metro area single-family rentals Institutional ownership (firms with +1000 homes) is around 4% of Atlanta metro area single-family total housing stock"  
[X Link](https://x.com/NewsLambert/status/2009130424304365941)  2026-01-08T05:09Z 104.7K followers, 13.5K engagements


"In [----] Blackstone CEO Stephen Schwarzman identified what he saw as a once-in-a-generation opportunistic real estate play: the chance to buy distressed multifamily properties in areas hit hardest by the S&L crisisassets no one else wanted. He pitched the idea to investors but they passed still reeling from the crisis. It was a costly mistake. Some of those properties delivered annualized capital returns of 40% 50% even 60%. Reflecting later Schwarzman said We had a huge opportunity but no money for it"  
[X Link](https://x.com/NewsLambert/status/2009282468646371699)  2026-01-08T15:14Z 104.8K followers, 11.6K engagements


"Two decades later amid the Global Financial Crisis era housing bust Blackstone CEO Stephen Schwarzman was determined not to miss the next big opportunity. Around 2009amid a historic national home price crashhe saw a similar opening this time in distressed single-family homes. https://twitter.com/i/web/status/2009282547709043198 https://twitter.com/i/web/status/2009282547709043198"  
[X Link](https://x.com/NewsLambert/status/2009282547709043198)  2026-01-08T15:14Z 104.8K followers, 11.7K engagements


"Amid the 2007-2011 era housing crash many top government officials like Fed Chair Ben Bernanke wanted institutional to buy single-family homes They thought it would help be a shock absorber and help to put a bottom under house prices"  
[X Link](https://x.com/NewsLambert/status/2009283239559532964)  2026-01-08T15:17Z 104.8K followers, 10.1K engagements


"@AlisonB916 @WesternGermy https://x.com/newslambert/status/2009287462091173948 To summarize. Blackstone built America's largest institutional single-family landlord. However Blackstone no longer owns it. Today Blackstone owns around 57K single-family homes Home Partners of America has been folder into Triconwe just don't do it on the chart yet https://t.co/NTWXc7uy7M https://x.com/newslambert/status/2009287462091173948 To summarize. Blackstone built America's largest institutional single-family landlord. However Blackstone no longer owns it. Today Blackstone owns around 57K single-family"  
[X Link](https://x.com/NewsLambert/status/2009302937441362021)  2026-01-08T16:35Z 104.9K followers, [--] engagements


"@SKmacro Yes. BlackRock was branded in [----] and spunoff in [----]. When that happened neither firm was a household brand/name like today. They were much smaller. (Blackstone was just [--] years old at the time)"  
[X Link](https://x.com/NewsLambert/status/2009305599901630467)  2026-01-08T16:46Z 104.8K followers, [----] engagements


"#NEW Trump says his representatives Fannie Mae and Freddie Mac will buy $200 billion in MBS to compress mortgage spreads and put additional downward pressure on mortgage rates"  
[X Link](https://x.com/NewsLambert/status/2009387393661759921)  2026-01-08T22:11Z 104.8K followers, 57.1K engagements


"https://x.com/MG_MBS/status/2009378303015313764s=20 Bond market taking Trump's comments on MBS buying seriously. https://t.co/4vMVXIOWMn https://x.com/MG_MBS/status/2009378303015313764s=20 Bond market taking Trump's comments on MBS buying seriously. https://t.co/4vMVXIOWMn"  
[X Link](https://x.com/NewsLambert/status/2009387557239292133)  2026-01-08T22:11Z 104.8K followers, [----] engagements


"I had a deep-dive slot on this topic scheduled for tomorrow. Given the news Ill run it today. You can sign up for ResiClub's free newsletter here: https://www.resiclubanalytics.com/subscribe https://www.resiclubanalytics.com/subscribe"  
[X Link](https://x.com/NewsLambert/status/2009387887641461177)  2026-01-08T22:12Z 104.7K followers, [----] engagements


"Wednesday (1/8): Trump says he's taking steps to ban large institutional investors from buying more single-family homes Thursday (1/9): Trump confirms Fannie Mae/Freddie Mac will buy $200B MBS More to come https://x.com/NewsLambert/status/2005709760965034139s=20 Trump's housing announcement is coming in January [----] sources tell ResiClub https://x.com/NewsLambert/status/2005709760965034139s=20 Trump's housing announcement is coming in January [----] sources tell ResiClub"  
[X Link](https://x.com/NewsLambert/status/2009388811667599841)  2026-01-08T22:16Z 105K followers, 38.2K engagements


"Trump QE https://x.com/NewsLambert/status/2009387393661759921s=20 #NEW Trump says his representatives Fannie Mae and Freddie Mac will buy $200 billion in MBS to compress mortgage spreads and put additional downward pressure on mortgage rates https://t.co/KCzG9qFN0l https://x.com/NewsLambert/status/2009387393661759921s=20 #NEW Trump says his representatives Fannie Mae and Freddie Mac will buy $200 billion in MBS to compress mortgage spreads and put additional downward pressure on mortgage rates https://t.co/KCzG9qFN0l"  
[X Link](https://x.com/NewsLambert/status/2009399414637645856)  2026-01-08T22:58Z 104.8K followers, 18.5K engagements


"Decade shift in state-level fertility rates according to CDC LEFT: [----] RIGHT: 2023"  
[X Link](https://x.com/NewsLambert/status/2009434296625340724)  2026-01-09T01:17Z 104.9K followers, 26.4K engagements


"During the Pandemic Housing Boom there was a burst of institutional homebuying amid ultralow rates soaring rents/home prices and humming capital markets That has been over for three years Lately more institutional landlords have been net sellers than net buyers"  
[X Link](https://x.com/NewsLambert/status/2009448978333749298)  2026-01-09T02:15Z 104.9K followers, 24.1K engagements


"Prior to the Great Financial Crisis the GSEs (Fannie Mae and Freddie Mac) used to be much bigger buyers of mortgage-backed securities Chart via @ResidentialClub Data via @urbaninstitute My latest for ResiClub: https://www.resiclubanalytics.com/p/trump-directs-fannie-mae-freddie-mac-to-buy-200-billion-in-mortgage-bonds-mortgage-rates-housing-mar https://www.resiclubanalytics.com/p/trump-directs-fannie-mae-freddie-mac-to-buy-200-billion-in-mortgage-bonds-mortgage-rates-housing-mar"  
[X Link](https://x.com/NewsLambert/status/2009484171878809886)  2026-01-09T04:35Z 104.8K followers, 13.6K engagements


"There's $9.26 trillion in agency mortgage-backed securities (MBS)including $2.14 trillion held by the Federal Reserve ------------ On Thursday Trump directed Fannie Mae and Freddie Mac to add $200B in mortgage bonds https://x.com/NewsLambert/status/2009484171878809886s=20 Prior to the Great Financial Crisis the GSEs (Fannie Mae and Freddie Mac) used to be much bigger buyers of mortgage-backed securities Chart via @ResidentialClub Data via @urbaninstitute My latest for ResiClub: https://t.co/ermn93nZng https://t.co/boOi2NgbhU https://x.com/NewsLambert/status/2009484171878809886s=20 Prior to"  
[X Link](https://x.com/NewsLambert/status/2009486632957927835)  2026-01-09T04:45Z 104.8K followers, [----] engagements


"BIG ONE-DAY MORTGAGE RATE DROP The average 30-year fixed mortgage rate today: 5.99% Same day last year: 7.15% ------------------ 10-year Treasury yield today: 4.17% Spread today: [---] bps 👀 https://twitter.com/i/web/status/2009662532982555024 https://twitter.com/i/web/status/2009662532982555024"  
[X Link](https://x.com/NewsLambert/status/2009662532982555024)  2026-01-09T16:24Z 105K followers, 832.7K engagements


"There was an immediate bond market reaction after Trump confirmed yesterday that Fannie Mae and Freddie Mac would retain another $200 billion in mortgage bonds Let's keep an eye and see if it holds https://x.com/NewsLambert/status/2009387393661759921s=20 #NEW Trump says his representatives Fannie Mae and Freddie Mac will buy $200 billion in MBS to compress mortgage spreads and put additional downward pressure on mortgage rates https://t.co/KCzG9qFN0l https://x.com/NewsLambert/status/2009387393661759921s=20 #NEW Trump says his representatives Fannie Mae and Freddie Mac will buy $200 billion in"  
[X Link](https://x.com/NewsLambert/status/2009663622965080565)  2026-01-09T16:28Z 104.9K followers, 26.5K engagements


"Today's spread (187 bps) puts us pretty close to the historic average (176 bps)"  
[X Link](https://x.com/NewsLambert/status/2009664935249453062)  2026-01-09T16:33Z 104.8K followers, 12.2K engagements


"Whats your initial reaction to the administration directing Fannie Mae and Freddie Mac to retain another $200 billion in mortgage bonds in order toat least in their theoryput downward pressure on mortgage rates Very favorable Somewhat favorable Very unfavorable Somewhat unfavorable Very favorable Somewhat favorable Very unfavorable Somewhat unfavorable"  
[X Link](https://x.com/NewsLambert/status/2009676216064995331)  2026-01-09T17:18Z 104.9K followers, [----] engagements


"Want to stay updated on regional housing market dynamics homebuilding and the mortgage market Subscribe to ResiClub: https://www.resiclubanalytics.com/subscribe https://www.resiclubanalytics.com/subscribe https://www.resiclubanalytics.com/subscribe https://www.resiclubanalytics.com/subscribe"  
[X Link](https://x.com/NewsLambert/status/2009697854168740068)  2026-01-09T18:44Z 104.8K followers, [----] engagements


"The average 30-year fixed mortgage rate today for VAs: 5.65% The average 30-year fixed mortgage rate today for FHAs: 5.63% BIG ONE-DAY MORTGAGE RATE DROP The average 30-year fixed mortgage rate today: 5.99% Same day last year: 7.15% ------------------ 10-year Treasury yield today: 4.17% Spread today: [---] bps 👀 https://t.co/bmzuXKEv1X BIG ONE-DAY MORTGAGE RATE DROP The average 30-year fixed mortgage rate today: 5.99% Same day last year: 7.15% ------------------ 10-year Treasury yield today: 4.17% Spread today: [---] bps 👀 https://t.co/bmzuXKEv1X"  
[X Link](https://x.com/NewsLambert/status/2009700501110264029)  2026-01-09T18:55Z 105K followers, 48.6K engagements


"126 days Jerome Powell's current term as Chair of the Federal Reserve officially ends on May [--] [----] https://twitter.com/i/web/status/2009724745319899327 https://twitter.com/i/web/status/2009724745319899327"  
[X Link](https://x.com/NewsLambert/status/2009724745319899327)  2026-01-09T20:31Z 104.8K followers, [----] engagements


"REPRICE The average 30-year fixed mortgage rate today: 6.06% Same day last year: 7.15% ------------------ 10-year Treasury yield today: 4.17% Spread today: [---] bps https://twitter.com/i/web/status/2009725509698289807 https://twitter.com/i/web/status/2009725509698289807"  
[X Link](https://x.com/NewsLambert/status/2009725509698289807)  2026-01-09T20:34Z 105K followers, 14K engagements


"Love a nice quiet slow news week where absolutely nothing major happens in housing rates or Washington"  
[X Link](https://x.com/NewsLambert/status/2009791054766014570)  2026-01-10T00:55Z 104.7K followers, [----] engagements


"ICYMI here are my deep dives on the major news this week Trump is taking steps to 'ban large institutional investors from buying more single-family homes': Trump directs Fannie Mae and Freddie Mac to buy $200B in mortgage bonds: https://www.resiclubanalytics.com/p/trump-directs-fannie-mae-freddie-mac-to-buy-200-billion-in-mortgage-bonds-mortgage-rates-housing-mar https://www.resiclubanalytics.com/p/housing-market-trump-pushes-institutional-single-family-home-ban"  
[X Link](https://x.com/NewsLambert/status/2009792141053059125)  2026-01-10T00:59Z 104.7K followers, [---] engagements


"The data scientists at Parcl Labs do exactly what you're asking. I've meet with them several times to go over their methodologies. Many of these big players do buy through multiple LLCs. But Parcl Labs rolls them up to the parent. There's always some margin of error to something like this. But I feel good about the Parcl Labs approach. https://twitter.com/i/web/status/2009815118939394374 https://twitter.com/i/web/status/2009815118939394374"  
[X Link](https://x.com/NewsLambert/status/2009815118939394374)  2026-01-10T02:30Z 104.9K followers, [---] engagements


"Some pockets of Southwestthe epicenter of housing market weaknessare starting to see inventory rollover year-over-year Many of those SWFL pockets are still in correction-mode. But the speed of softening has slowed via ResiClub Terminal https://twitter.com/i/web/status/2010047106958930303 https://twitter.com/i/web/status/2010047106958930303"  
[X Link](https://x.com/NewsLambert/status/2010047106958930303)  2026-01-10T17:52Z 104.9K followers, [----] engagements


"LEFT: Active inventory in Cape-Coral-Fort Myers metro area housing market is still rising year-over-year RIGHT: However that rate of year-over-year active inventory in Cape-Coral metro area housing market is slowly (and some pockets are down year-over-year) ResiClub Terminal https://twitter.com/i/web/status/2010047731000103001 https://twitter.com/i/web/status/2010047731000103001"  
[X Link](https://x.com/NewsLambert/status/2010047731000103001)  2026-01-10T17:54Z 104.9K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.01% Same day last year: 7.24% ------------------ 10-year Treasury yield: 4.18% Spread today: [---] bps🗜 https://twitter.com/i/web/status/2010764246905483357 https://twitter.com/i/web/status/2010764246905483357"  
[X Link](https://x.com/NewsLambert/status/2010764246905483357)  2026-01-12T17:22Z 105K followers, 35.3K engagements


"50-year mortgage proposal -- Dead on arrival Institutional homebuying ban -- Outcome unknown. We'll see what happens in Congress GSEs adding $200B mortgage bonds -- Theres some meat on those bonesGSEs had already started ramping up their holdings before the announcement"  
[X Link](https://x.com/NewsLambert/status/2010765933560619083)  2026-01-12T17:28Z 104.9K followers, [----] engagements


"The average 30-year fixed mortgage rate today: 6.07% Same day last year: 7.13% --------------------- 10-year Treasury yield: 4.17% Spread today: [---] bps https://twitter.com/i/web/status/2011159319270883715 https://twitter.com/i/web/status/2011159319270883715"  
[X Link](https://x.com/NewsLambert/status/2011159319270883715)  2026-01-13T19:32Z 105K followers, 11.5K engagements


"Last week Sen. Josh Hawley (R-Mo.) tweeted that he supports easing restrictions to allow buyers to tap their 401(k)/retirement accountswithout penaltiesto help buy a home Politico reports that Trump is drafting executive order for it https://www.politico.com/news/2026/01/07/trump-team-executive-order-affordability-00715643 https://www.politico.com/news/2026/01/07/trump-team-executive-order-affordability-00715643"  
[X Link](https://x.com/NewsLambert/status/2011170433333113143)  2026-01-13T20:16Z 104.9K followers, 38.2K engagements


"@Bilal_SyedZada Last week Hawley suggested going a step further: "allow you to use your 401k to help you buy a home without penalties or caps or taxes. It's unclear what will be in the Trump order"  
[X Link](https://x.com/NewsLambert/status/2011224625942839462)  2026-01-13T23:51Z 104.8K followers, [---] engagements


"10-year home value appreciation Biggest gain: +141% in Idaho Smallest gain: +17% in Louisiana via ResiClub Terminal https://www.resiclubterminal.com/ https://www.resiclubterminal.com/ https://www.resiclubterminal.com/ https://www.resiclubterminal.com/"  
[X Link](https://x.com/NewsLambert/status/2011476275253133665)  2026-01-14T16:31Z 105K followers, 19.4K engagements


"8 hours into a Risk match if someone gets Venezuela and Greenland you know they bout to run the board"  
[X Link](https://x.com/NewsLambert/status/2011590308455403576)  2026-01-15T00:04Z 105K followers, 11.8K engagements


"At that point only like [--] hours to go 😂"  
[X Link](https://x.com/NewsLambert/status/2011590502509134261)  2026-01-15T00:05Z 104.8K followers, [----] engagements


"holding Venezuela means no other player has South America. Greenlandrather than of Icelandis a great build up spot given its only [--] moves from Alaska making troop transfers in the game easier. Asia and Europe are harder for other players to conquerthus making your urgency to sprawl out of North America less urgent https://twitter.com/i/web/status/2011591622249890259 https://twitter.com/i/web/status/2011591622249890259"  
[X Link](https://x.com/NewsLambert/status/2011591622249890259)  2026-01-15T00:09Z 104.8K followers, [----] engagements


"@NostrandVandr If someone else starts to take Europe then its time to build up in Iceland rather than Greenland"  
[X Link](https://x.com/NewsLambert/status/2011592598847451303)  2026-01-15T00:13Z 104.8K followers, [---] engagements


"@TSPsmart Australia is my preference too"  
[X Link](https://x.com/NewsLambert/status/2011596553065283646)  2026-01-15T00:29Z 104.8K followers, [--] engagements


"@smcox71 By 5%. Do you mean 5.00% average 30-year fixed mortgage rate Or an average 30-year fixed mortgage rate between 5.00% to 5.99%"  
[X Link](https://x.com/NewsLambert/status/2012601209383743646)  2026-01-17T19:01Z 105K followers, [---] engagements


"@smcox71 So a 5.00% average 30-year fixed mortgage rate"  
[X Link](https://x.com/NewsLambert/status/2012601598346727689)  2026-01-17T19:03Z 104.9K followers, [---] engagements


"Whats your initial reaction to the administration exploring a plan to make it easier for homebuyers to access their 401(k)/retirement plans to cover a down payment/purchase a home Very favorable Somewhat favorable Very unfavorable Somewhat unfavorable Very favorable Somewhat favorable Very unfavorable Somewhat unfavorable"  
[X Link](https://x.com/NewsLambert/status/2012633908471300576)  2026-01-17T21:11Z 105K followers, 15K engagements


"Among the [--] largest metro area housing markets [--] had negative year-over-year home prices in calendar year [----] The other [--] were up YoY on calendar year 2025"  
[X Link](https://x.com/NewsLambert/status/2012734034292388028)  2026-01-18T03:49Z 105K followers, 16.4K engagements


"Back in June/July [----] the "widespread softening" burst stopped and we then stabilized into a soft nationally aggregated market One where national appreciation is hovering just slightly positive YoY and around half of major MSAs are slightly negative YoY"  
[X Link](https://x.com/NewsLambert/status/2012735693877821907)  2026-01-18T03:55Z 105K followers, [----] engagements


"One reason many analysts thought mortgage rates had more room to fall was that the spread had been at historically high levelsand it doesnt stay there for forever With much of that spread compression played out the path down from here gets harder https://x.com/NewsLambert/status/2012599885602660808s=20 WOW Were finally back to historically normal levels for the mortgage spread If the mortgage spreadusing the Freddie Mac serieswere still at its cycle high in [----] the average 30-year fixed mortgage rate could be as high as 7.13% right now instead of 6.06% https://t.co/Dd6l5aVTtN"  
[X Link](https://x.com/NewsLambert/status/2012737877218570558)  2026-01-18T04:04Z 104.9K followers, 30.8K engagements


"Much of Florida's condo market remains in correction-mode Especially SWFL (where its SFH market is also in correction-mode still too) via ResiClub Terminal https://twitter.com/i/web/status/2012739458383175753 https://twitter.com/i/web/status/2012739458383175753"  
[X Link](https://x.com/NewsLambert/status/2012739458383175753)  2026-01-18T04:10Z 104.9K followers, [---] engagements


"I used Freddie Macs average rate for this. My understanding Freddie Macs PMMS reflects the note ratethe contractual interest rateon conventional conforming 30-year fixed-rate mortgages often with a focus on 20% down payments and "no points" or standard lender-paid points scenarios. https://twitter.com/i/web/status/2012885652665192762 https://twitter.com/i/web/status/2012885652665192762"  
[X Link](https://x.com/NewsLambert/status/2012885652665192762)  2026-01-18T13:51Z 104.9K followers, [---] engagements


"@pdubdev More spread compression might be ahead of us. We'll see. But what I'm saying is that the room for mortgage spread compression is smaller now given that we've already seen around [---] bps of spread compression from peak"  
[X Link](https://x.com/NewsLambert/status/2012970205983420911)  2026-01-18T19:27Z 104.9K followers, [---] engagements


"ResiClub members (paid tier) can read my latest home price analysis for 800+ metros 3000+ counties 25000+ ZIPs here: https://www.resiclubanalytics.com/p/home-price-analysis-metros-counties-zips-january-2025-housing-market https://www.resiclubanalytics.com/p/home-price-analysis-metros-counties-zips-january-2025-housing-market"  
[X Link](https://x.com/NewsLambert/status/2013292860838175224)  2026-01-19T16:49Z 105K followers, [----] engagements


"@ResidentialClub In Q3 [----] AMH acquired [----] homes with [---] coming from its in-house homebuilderaccounting for 27% of its acquisitions. In Q3 [----] AMH acquired [---] homes with [---] coming from its in-house homebuilderaccounting for 92% of its acquisitions"  
[X Link](https://x.com/NewsLambert/status/2013630980125340098)  2026-01-20T15:13Z 105K followers, [---] engagements


"@GeorgeP36561323 You're welcome to make your own I use the intraday average for a reason: there are real-time windows when borrowers can lock rates that sometimes end up saving them thousands of dollars (or in some cases costing them thousands) If you don't like my coverage please unfollow"  
[X Link](https://x.com/NewsLambert/status/2013744596937801806)  2026-01-20T22:45Z 105K followers, [---] engagements


"The repeat-sales indices (such as the Freddie Mac HPI and Case-Shiller) do the best job of accounting for mix shift. The Zillow Home Value Index has also done a great job on this front tooand it tends to lead the repeat-sales indices by a few months. The results are very similar. (Note: The headline ZHVI figures I share include both single-family homes and condos while the repeat-sales indices cover only single-family homes. However there are ZHVI breakouts for single-family homes only which I share in the ResiClub Terminal.) Median list price median sales price and similar metrics are more"  
[X Link](https://x.com/NewsLambert/status/2013746517308326108)  2026-01-20T22:52Z 105K followers, [---] engagements


"@balls_capital Denver's condo market has been much harder hit. And you're using the Zillow Home Value Index reading above that also includes condos. I can subset that out in the ResClub Terminal"  
[X Link](https://x.com/NewsLambert/status/2013748115870793996)  2026-01-20T22:58Z 105K followers, [--] engagements


"#NEW White House releases outline for how it'll move forward with its institutional single-family homebuying ban - Within [--] days Bessent will define "large institutional investors" - Within [--] days FHA/VA/GSEs won't be allowed to approve insure guarantee or securitize SFH purchases by "large institutional investors" - There will be a "narrowly tailored exceptions for build-to-rent" https://twitter.com/i/web/status/2013781582109094175 https://twitter.com/i/web/status/2013781582109094175"  
[X Link](https://x.com/NewsLambert/status/2013781582109094175)  2026-01-21T01:11Z 105K followers, 84.8K engagements


"Build-to-rent is exempt from White Houses institutional homebuying 'ban' @jayparsons: "The order doesn't actually ban institutional buyers. but does look to limit it through various means like blocking Fannie and Freddie loans" My latest for ResiClub: https://www.resiclubanalytics.com/p/build-to-rent-exempt-from-trump-institutional-homebuying-ban-order https://www.resiclubanalytics.com/p/build-to-rent-exempt-from-trump-institutional-homebuying-ban-order https://www.resiclubanalytics.com/p/build-to-rent-exempt-from-trump-institutional-homebuying-ban-order"  
[X Link](https://x.com/NewsLambert/status/2013803316803699163)  2026-01-21T02:38Z 105K followers, 32.7K engagements


"Stick-and-brick costs were down about 1% between Q4 [----] and Q1 [----] and management believes theres still opportunity for additional reductions as they use slower starts to negotiate with trades and suppliers"  
[X Link](https://x.com/NewsLambert/status/2014167172189245468)  2026-01-22T02:44Z 105K followers, [----] engagements


"ResiClub PRO members can read my latest report on D.R. Horton here: https://www.resiclubanalytics.com/p/housing-market-homebuilder-drhorton-q1-2026-earnings-homebuilding-btr-sfr-construction https://www.resiclubanalytics.com/p/housing-market-homebuilder-drhorton-q1-2026-earnings-homebuilding-btr-sfr-construction https://www.resiclubanalytics.com/p/housing-market-homebuilder-drhorton-q1-2026-earnings-homebuilding-btr-sfr-construction https://www.resiclubanalytics.com/p/housing-market-homebuilder-drhorton-q1-2026-earnings-homebuilding-btr-sfr-construction"  
[X Link](https://x.com/NewsLambert/status/2014167400816464150)  2026-01-22T02:45Z 105K followers, [----] engagements


"I'm not superstitious but I am a little stitious"  
[X Link](https://x.com/NewsLambert/status/2014175030519714097)  2026-01-22T03:15Z 105K followers, 13.1K engagements


"We're looking for a man in finance trust fund 5'5"  
[X Link](https://x.com/NewsLambert/status/2014178241645252716)  2026-01-22T03:28Z 105K followers, [----] engagements


"What this back-of-the-envelope math experiment really shows us is how different the housing affordability picture in [----] is compared to pre-pandemic [----] Housing affordability got cooked by the Pandemic Housing Boom and following rate shock. Incomes didnt keep up"  
[X Link](https://x.com/NewsLambert/status/2014216674044510692)  2026-01-22T06:00Z 105K followers, [----] engagements


"On the nationally aggregated housing affordability front we are starting to see some improvement It's happening slowly"  
[X Link](https://x.com/NewsLambert/status/2014217154774626530)  2026-01-22T06:02Z 105K followers, [----] engagements


"Pulling from the ResiClub Terminal. Home prices in that [-----] ZIP Code are down -11.3% year-over-year https://www.resiclubterminal.com/ https://www.resiclubterminal.com/ https://www.resiclubterminal.com/ https://www.resiclubterminal.com/"  
[X Link](https://x.com/NewsLambert/status/2014357273104036345)  2026-01-22T15:19Z 105K followers, [----] engagements


"Pulling from the ResiClub Terminal. Home prices in that [-----] ZIP Code are down -21.3% from their [----] Pandemic Housing Boom peak (which is pretty close to the -19.5% drop this property saw) https://resiclubterminal.com https://resiclubterminal.com https://resiclubterminal.com https://resiclubterminal.com"  
[X Link](https://x.com/NewsLambert/status/2014357598271689054)  2026-01-22T15:20Z 105K followers, [----] engagements


"Pulling from the ResiClub Terminal. Home prices in that [-----] ZIP Code still have +37.3% remaining Pandemic Housing Boom gains (which is pretty close to the +30.7% that home sold above its April [----] sale) https://www.resiclubterminal.com/ https://www.resiclubterminal.com/ https://www.resiclubterminal.com/ https://www.resiclubterminal.com/"  
[X Link](https://x.com/NewsLambert/status/2014358196287119782)  2026-01-22T15:23Z 105K followers, [----] engagements


"h/t to @KirkChivas for finding this repeat sale Of course not pocket of the country is SWFL (and even within SWFL there's nuance) Below is metro level home price change since their [----] peak"  
[X Link](https://x.com/NewsLambert/status/2014359327289614401)  2026-01-22T15:27Z 105K followers, [----] engagements


"The state of the housing market in January [----] as told by ResiClub ResiClub members add the January [--] (3 pm ET) webinar to their calendar here: https://www.resiclubanalytics.com/p/housing-market-webinar-january-2026-as-told-by-resiclub-pro https://www.resiclubanalytics.com/p/housing-market-webinar-january-2026-as-told-by-resiclub-pro"  
[X Link](https://x.com/NewsLambert/status/2014367649363370431)  2026-01-22T16:00Z 105K followers, [----] engagements


"Paul Romanowski CEO of @DRHortonAmerica's largest homebuildersays that their primary exposure to institutional homebuying is build-to-rent After the earnings call Trump confirmed that his "ban" will have an exception for build-to-rent"  
[X Link](https://x.com/NewsLambert/status/2014409310520910215)  2026-01-22T18:46Z 105K followers, [----] engagements


"@DRHorton ResiClub PRO members can read my latest report on D.R. Horton here: https://www.resiclubanalytics.com/p/housing-market-homebuilder-drhorton-q1-2026-earnings-homebuilding-btr-sfr-construction https://www.resiclubanalytics.com/p/housing-market-homebuilder-drhorton-q1-2026-earnings-homebuilding-btr-sfr-construction"  
[X Link](https://x.com/NewsLambert/status/2014409485909893174)  2026-01-22T18:47Z 105K followers, [----] engagements


"Want to stay updated on the housing market Subscribe to the ResiClub newsletter: https://www.resiclubanalytics.com/subscribe https://www.resiclubanalytics.com/subscribe"  
[X Link](https://x.com/NewsLambert/status/2014416636644667502)  2026-01-22T19:15Z 105K followers, [----] engagements


"@ResidentialClub The company tells ResiClub that it plans to grow from [-----] units under management to [-----] over the next three years. Much of that growth will come through acquisitions the company says. https://www.resiclubanalytics.com/p/pure-property-management-homeriver-merger-single-family-rental-sfr https://www.resiclubanalytics.com/p/pure-property-management-homeriver-merger-single-family-rental-sfr"  
[X Link](https://x.com/NewsLambert/status/2014421872226508833)  2026-01-22T19:36Z 105K followers, [----] engagements


"@ResidentialClub One reason is that scale can drive margin expansion in this space with the company noting that surpassing roughly [---] single-family rentals in a given market is an important threshold (in terms of margins)"  
[X Link](https://x.com/NewsLambert/status/2014422323688829403)  2026-01-22T19:38Z 105K followers, [----] engagements


"@KirkChivas Want to stay updated on regional housing market shifts Subscribe to the ResiClub newsletter: https://www.resiclubanalytics.com/subscribe https://www.resiclubanalytics.com/subscribe"  
[X Link](https://x.com/NewsLambert/status/2014456705111736660)  2026-01-22T21:54Z 105K followers, [----] engagements


"It sounds like that FHFA director Bill Pulte is saying that FHFA will give "each entity Fannie and Freddie legal flexibility to go beyond their previous caps" However he says they won't actually "exceed" the $200B additional spend already announced https://x.com/pulte/status/2014781237185937674s=20 AP is pushing a fake news story that Fannie and Freddie are going to do more than the announced $200 billion incremental mortgage bond purchases. This is simply false. FHFA simply gave each entity legal flexibility to go beyond their previous caps but the combined incremental"  
[X Link](https://x.com/NewsLambert/status/2014784445564305462)  2026-01-23T19:36Z 105K followers, [----] engagements


"ICYMI: https://www.resiclubanalytics.com/p/trump-directs-fannie-mae-freddie-mac-to-buy-200-billion-in-mortgage-bonds-mortgage-rates-housing-mar https://www.resiclubanalytics.com/p/trump-directs-fannie-mae-freddie-mac-to-buy-200-billion-in-mortgage-bonds-mortgage-rates-housing-mar"  
[X Link](https://x.com/NewsLambert/status/2014785634230002134)  2026-01-23T19:41Z 105K followers, [----] engagements


"Want to stay updated on the housing market Sign up for the ResiClub newsletter: https://www.resiclubanalytics.com/ https://www.resiclubanalytics.com/"  
[X Link](https://x.com/NewsLambert/status/2015848867103756318)  2026-01-26T18:06Z 105K followers, [----] engagements


"To help put in a margin floor Lennar is finally letting the foot off the "pace margin" pedal" To help put in a margin floor KB Home is going to do fewer specs and increase its share of built-to-order from 59% to 70% (it has higher margins on built-to-order vs. specs)"  
[X Link](https://x.com/NewsLambert/status/2015865440245780807)  2026-01-26T19:12Z 105K followers, [----] engagements


"ResiClub members can read my latest report on D.R. Horton here: https://www.resiclubanalytics.com/p/housing-market-homebuilder-drhorton-q1-2026-earnings-homebuilding-btr-sfr-construction https://www.resiclubanalytics.com/p/housing-market-homebuilder-drhorton-q1-2026-earnings-homebuilding-btr-sfr-construction"  
[X Link](https://x.com/NewsLambert/status/2015865893016699116)  2026-01-26T19:14Z 105K followers, [----] engagements


"@sandhya__k I thought this would make you laugh http://t.co/f8HuVSmHyD"  
[X Link](https://x.com/NewsLambert/status/573262885234688000)  2015-03-04T23:24Z 103.4K followers, [--] engagements


"As I wrap up my time at the @chronicle I want to give a shout-out to its great staff. It's been a great ride http://t.co/rh080yI9JQ"  
[X Link](https://x.com/NewsLambert/status/621774621566590976)  2015-07-16T20:13Z 103.4K followers, [--] engagements

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