HousingWire Daily What will come of Trump’s potential probe into homebuilders?
7 snips
Feb 9, 2026 
Logan Mohtashami, lead analyst known for deep housing market data expertise. He breaks down the buzz around a potential Trump probe into homebuilders. Conversations cover why builders follow demand, how COVID reshaped starts and permits, rent and multifamily impacts, and what political moves might really change in housing.
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Builders Follow Demand, Not Philanthropy
- Builders respond to market incentives and won't purposely underbuild to improve affordability.
- Logan Mohtashami argues construction booms need demand, lower land costs, or government financing to occur.
Completed Units Caught Up To Builders
- Completed unit sales have finally caught up to builders after long lag, creating an equilibrium problem.
- That catch-up reduced permits and starts as builders work through available inventory.
Watch Builder Confidence And Permits
- Monitor builder confidence and permits as leading indicators for upcoming construction activity.
- When builder outlook and permits rise, expect housing supply to increase after a lag.