Taylor Morrison Home Remains Deeply Undervalued Even As Havoc Reigns

2026-05-16 09:09:23 ET

If you follow my work closely, there is a high probability that you know that I am a big fan of the homebuilding space. I acknowledge that there are short term issues to worry about. Housing affordability, high interest rates, inflationary pressures, and broader economic weakness, would all be examples of this. However, I also acknowledge that there is a persistent housing shortage in the US right now. Estimates vary widely. For instance, investment bank JPMorgan Chase & Co. ( JPM ) pegs the number at 2.8 million homes. The National Low Income Housing Coalition estimates that the number of rental homes that we are short amounts to about 7.2 million. And in April of this year, the White House estimated that the shortage was about 10 million units. Regardless of the number, I think we can all agree that it's in the millions. And that means that there is a catalyst for future homebuilding activity once current economic weakness gives way to growth again....

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