Real Estate

BofA Securities says a climate of lower interest rates could make Americans feel wealthier and borrow more. It could unlock billions of dollars piled up in home equity and bank accounts.

Equifax is trying to break mortgage lenders’ reliance on FICO scores.

Evercore analyst Stephen Kim downgraded six public builders, including D.R. Horton and PulteGroup.

The supply of new homes is high and buyers are cautious, and more supply would hurt home builders, analysts say.

Housing-related sectors may struggle if mortgage rates climb on expectations of higher inflation.

Mortgage rates often echo changes in the 10-year Treasury yield, which is rising. Financing costs could increase for buyers.

The S&P 500 now traded at the highest valuation since the dot-com bubble.

Fair Isaac, the producer of the FICO Score, changed its pricing model, giving it a greater share of the overall credit-scoring revenue.

Shares of Americold and Lineage, real estate investment trusts, have been beaten down. One looks like the better play.

Morgan Stanley reiterates Overweight ratings for Equifax, TransUnion, and Experian stocks.

Existing home sales are on track to end 2025 around the 30-year lows set in the previous two years.

The FTC alleges that Zillow and Rocket violated antitrust laws.

Builders are sensitive to lumber pricing. But they are likely to weather the new tariffs, one analyst says.

Pending home sales in August, a read of contract signings, rose 4% to the highest level since March, the National Association of Realtors said Monday.

Highflying artificial intelligence stocks look increasingly risky, so investors should allocate some money to names that aren’t likely to plunge if the AI trade falters.

Investor sales rose to 21% of all existing-home transactions in August, the highest share since early 2024.

The upcoming debuts of Fermi, Neptune Insurance, and Commercial Bancgroup are a sign that the IPO market isn’t just about tech.

By 2038, the company expects to be able to generate 11 gigawatts of power—more than five times as much as the Hoover Dam.

Intel trades higher after a report says it has approached Apple about securing an investment in the chip maker.

Modestly lower mortgage rates could result in a stronger showing this fall, however.

Washington blame game escalates, August new-home sales surge, Trump expected to sign executive order on TikTok, and more news to start your day.

Shares look like the biggest bargain in the consolidating real estate brokerage industry.

Alibaba jumps after unveiling plans to boost investments in artificial intelligence, while Lithium Americas soars on news that the Trump administration is seeking an equity stake in the company.

Buyer incentives and lower mortgage rates could have lured buyers back into the market.

The merger would give the combined company an enterprise value of about $10 billion.