Tariffs Could Make Buying a Home More Expensive. Builder Stocks Are Down. - Barron's
1. Tariff fears cause home construction stocks to fall 2%-3.3%. 2. 25% tariffs on lumber may lower builders' margins by 200-300 basis points. 3. Increased construction costs could raise home prices, impacting sales. 4. Supply chain issues may emerge, similar to 2022 challenges. 5. Higher mortgage rates conflict with already high prices, affecting buyer affordability.