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Showing posts from April 6, 2025

What the tariffs mean for the homebuilder!

President Trump on April 2 announced he will impose a 10% baseline tariff on all of America’s trading partners, with the exception of Canada and Mexico, and elevated tariff rates on dozens of nations that will run as high as 50%. For example, the White House says South Korea charges an average tariff rate of 50% on U.S. goods and the U.S. will now charge a discounted reciprocal tariff rate of 25% on South Korean products entering the country. The tariff exceptions for Canada and Mexico amount to a major win for NAHB, as Canada accounts for roughly 85% of all U.S. softwood lumber imports and accounts for nearly a quarter of the available supply in the U.S. Further exempting Mexican products is also a big win given major construction cost drivers such as gypsum, concrete and near-shored appliances. In an official statement to the media, NAHB Chairman Buddy Hughes said: “While the complexity of these reciprocal tariffs makes it hard to estimate the overall impact on housing, they will ...