Episode Details

Kathy Fettke breaks down why UBS says the latest Trump housing plan may not be enough to solve America's affordability crisis. With the U.S. still short roughly 10 million homes, policymakers are pushing deregulation as a path to faster building—but will it actually work?

In this episode, Kathy explains why Texas-style growth may come with risks, how ResiClub data shows supply can also create volatility, and why markets like Austin and Dallas are now correcting after the pandemic boom.

She also covers the lock-in effect, tight inventory, mortgage rate pressure, and what real estate investors should watch next. If you want to understand where housing policy meets opportunity, this episode is for you.

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Source: https://fortune.com/2026/04/18/trump-housing-market-solution-dead-on-arrival-ubs-says/