Compass & Key – Weekly Market Update
Week of June 10–14, 2025
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📈 Builder Stock Snapshot
The big names in residential construction showed minimal movement this week:
• D.R. Horton (DHI): $125.05 (▼0.01%)
• PulteGroup (PHM): $103.36 (▼0.76%)
• KB Home (KBH): $53.44 (▼0.6%)
Builder stocks remain steady. The market seems to be in a holding pattern while watching interest rates and buyer demand.
Builders we work with have started adjusting their approach—shortening take-down timelines, revisiting pricing, and showing renewed interest in smaller deals with strong angles.
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📉 Mortgage Rate Trends
Rates edged up slightly this week, continuing to hover just under 7%.
Rates remain elevated but stable. Buyers continue to face affordability pressure, especially first-time buyers.
🏘️ Housing Market Pulse
• High inventory, but buyer activity remains slow
• 44% of listings have been on the market 60+ days (our newest listing went under contract in less than 2 weeks)
• Affordability is still a major challenge
• No Fed rate cuts expected in the near term
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🔍 What We’re Watching
• Next week’s inflation and jobs reports
• Fed meeting (June 17–18)
• Builder sentiment and new housing starts data
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Compass & Key Insight:
We’re seeing opportunity in overlooked listings, creative lot splits, and underutilized parcels. Now’s the time to find value in places others miss.
Want help uncovering off-market deals or untapped potential? Let’s connect.