If homes are in desperately short supply, explain this: • Builders cutting prices • Mortgage-rate buydowns • Huge closing-cost incentives • Builder confidence near 2007 levels Businesses with overwhelming demand don’t bribe customers to buy. Follow the incentives.

Sep 25, 2026 · 12:00 AM UTC

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Replying to @jonbrooks
It’s a lie about short supply. True regulations and mandates by blue state Governor like MA have added 25+% to cost of new homes
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Replying to @jonbrooks
Are they in short supply? We aren’t seeing that in Austin.
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Replying to @jonbrooks
Why did Berkshire just buy deep into home builders then? My take, once high cost inventory is cleared out, today’s MUCH lower land and material prices combined with lower home prices will far outweigh the increased financing costs for buyers. Long residential new real estate. Short existing supply.
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