This $27 homebuilder says the Feds are cooking up something big to ‘address’ housing market affordability |
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During its earnings call on Wednesday, executives at Lennar—a giant homebuilder with a market capitalization of $27 billion—said the federal government is working on a plan to help alleviate strained housing affordability.
Lennar executives said federal officials are actively engaging with homebuilders and industry groups to better understand constraints—and to avoid policies that could unintentionally damage supply. While no specific program was outlined, management suggested it would be “surprising” if no meaningful action emerged in 2026, given current discussions.
Here’s what Stuart Miller, co-CEO of Lennar, said on its December 17, 2025, earnings call:
“I think the crystal ball around government activity is really complicated, but I can tell you that a number of homebuilders have gone in to see critical officials within the [federal] government. We have received a lot of attention. There’s a lot of thought process going on. You’ve seen trial........