TL;DR I think 2026 housing will boom hard. Excuse me but I’ll type a LOT and not care. UPDATE!!! Powell cut rates, mortgages falling, and home sales are already spiking.

The U.S. housing sector looked dead just weeks ago, but I believe Trump is setting up one of the biggest bull runs in modern housing history. The pattern feels exactly like crypto in 2023: prices stuck in place, insiders making quiet moves, and then — boom — liftoff. For housing, that translates into more supply, lower mortgage rates, and homebuilders going beast mode.

When crypto ripped, the playbook was clear: regulators were replaced, laws followed, and sentiment flipped. Gensler stepping down Bitcoin ETFs approved. Housing is tracing the same roadmap.

Legislation in motion:

H.R.1340 – More Homes on the Market Act raises capital gains exclusions, freeing up supply from “locked-in” sellers.

ROAD to Housing Act cuts building costs, boosts modular/manufactured housing, funds infrastructure, and expands affordable housing support.

The Fed chess match: On August 9, 2025, Trump added Stephen Miran — a Powell critic — to the Fed’s Board of Governors. But the real drama is Trump’s battle with Adriana Kugler, the Fed’s first Latina governor. She was seen as a stabilizing voice with labor market expertise, and Trump has been pushing her out. Her potential exit cracks the door wide open for Trump loyalists. It’s the same crypto-style play: replace the regulators, then flip the policy. With Kugler sidelined and Powell under fire, the Fed is tilting Trump’s way — toward aggressive rate cuts that fuel housing.

If rates keep dropping while these bills pass, the setup is generational: cheaper mortgages + pro-housing policy + fresh supply = massive boom. Just like buying Bitcoin in 2023, grabbing housing-related stocks now might mean catching the exact bottom.

My favorites:
OPEN (a turnaround could mean $81/share from $5 if execution lands) PLD OPAD Z HD LGIH RKT