Lennar and Taylor Morrison Home: Two Stocks to Watch Amid 'Trump Homes' Proposal

Friday, Feb 6, 2026 8:03 pm ET1min read
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President Donald Trump's administration is considering a ban on large institutional investors buying single-family homes to alleviate the housing affordability crisis. This proposal, titled "Trump Homes," could involve 1 million houses. Homebuilders Lennar (LEN) and Taylor Morrison Home (TMHC) rose over 3% on Feb. 3 after a Bloomberg report mentioned they were working on the proposal. The plan involves leasing homes to renters with rent applied as a down payment credit, allowing tenants to purchase the property after three years. Against this backdrop, homebuilding stocks Lennar and Taylor Morrison Home might be the ones to watch out for.

Lennar and Taylor Morrison Home: Two Stocks to Watch Amid 'Trump Homes' Proposal

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