"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook]
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!["Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook]](https://cphoto.asiae.co.kr/listimglink/1/2026110211154282963_1793585742.png)
In a survey conducted by The Asia Business Daily on October 28 and 29 among real estate experts and licensed real estate agents, the largest share of
Directly affected
- No company is named in this report.
Indirectly affected
- XLRE Real Estate Select Sector SPDR+1.3% 30d
Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story.
- XHB SPDR S&P Homebuilders ETF+4.2% 30d
SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story.
- AAXJ iShares MSCI All Country Asia ex Japan ETF-6.5% 16d
iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”).
- BWX SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Asia
- EFA iShares MSCI EAFE ETF-2.2% 11d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Asia
- PLD Prologis-5.8% 30d
Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story.
- DHI D.R. Horton+4.7% 30d
D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story.
- LEN Lennar+8.5% 30d
Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLRE | -0.86% | -2.42% | base | after close | after close | after close | after close |
| XHBNo price data for this ticker | — | — | — | — | — | — | — |
| AAXJNo price data for this ticker | — | — | — | — | — | — | — |
| BWXNo price data for this ticker | — | — | — | — | — | — | — |
| EFANo price data for this ticker | — | — | — | — | — | — | — |
| PLDNo price data for this ticker | — | — | — | — | — | — | — |
| DHI | +0.34% | -2.12% | base | after close | after close | after close | after close |
| LENNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook] 아시아경제
Source: 블루밍비트
Price since this story was published: Select Sector Spdr Tr (XLRE)
| Company | When | Move | Status |
|---|---|---|---|
| Horton D R (DHI) | three days earlier | -2.12% | final price |
| Horton D R (DHI) | five days earlier | +0.34% | final price |
| Select Sector Spdr Tr (XLRE) | three days earlier | -2.42% | final price |
| Select Sector Spdr Tr (XLRE) | five days earlier | -0.86% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 54 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. David J. Taylor bought Prologis (PLD), worth $1,001 - $15,000 on 15 Oct 2026. That is 18 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Lennar (LEN), worth $15,001 - $50,000 on 28 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 59 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 59 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 67 days before publication. Filed 4 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLRE)
Companies tied to this story
- XLRE Select Sector Spdr Tr
Select Sector Spdr Tr (XLRE) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook].” Reason on file: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story
- XHB State Street Spdr S&P Homebuilders Etf
State Street Spdr S&P Homebuilders Etf (XHB) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook].” Reason on file: SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story
- TLT Ishares Tr
In “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook],” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story
- PLD Prologis
In “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook],” Prologis (PLD) is linked, with no stored direction, medium confidence. Reason on file: Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story
- DHI Horton D R
Horton D R (DHI) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook].” Reason on file: D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story
- LEN Lennar
Lennar (LEN) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook].” Reason on file: Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story
- WELL Welltower
Welltower (WELL) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook].” Reason on file: Welltower (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story
- JPM Jpmorgan Chase
Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook].” Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story
Select Sector Spdr Tr (XLRE)
The 2 Nov 2026 story “"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook]” names Select Sector Spdr Tr (XLRE) because of this story.
The link for Select Sector Spdr Tr (XLRE) is this: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story
A second company, State Street Spdr S&P Homebuilders Etf (XHB), is listed for a different reason: SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story
Dates in the story, and the Select Sector Spdr Tr (XLRE) price range
TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46. XHB traded between 91.93 and 102.80 across 20 sessions. The latest close on file is 101.01. XLRE traded between 40.28 and 43.44 across 20 sessions. The latest close on file is 43.16.
A simple score for Select Sector Spdr Tr (XLRE)
54 out of 100
“"Future Home Prices Hinged on Tax Policy and Interest Rates"... Lending Rules and Supply Also Key Indicators [Year-End Real Estate Outlook]” scores 54 out of 100. The score uses 2 sources, and 8 linked companies.