White House Delay Stops A 50% Tariff Hit On New Homes | January 5, 2026

On today’s Hot Sheet, Byron Lazine discussed an update on housing-related tariffs, new data challenging the mortgage lock-in effect, and a letter from the Realtor.com CEO urging a reset in…

On today’s Hot Sheet, Byron Lazine covers Realtor.com’s reporting on the White House delaying housing-related tariff hikes that could have pushed costs as high as 50%, avoiding an estimated $17,500 per-home increase.

He also breaks down a new HousingWire analysis by Logan Mohtashami challenging the mortgage lock-in narrative, showing more homeowners now hold rates above 6% than below 3%.

To close, he reviews the year-end letter by Realtor.com CEO Damian Eales calling for a 2026 industry reset focused on expanding housing supply and access.

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