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Lance Lambert reports that the U.S. housing market is showing signs of gradual improvement. He notes a 13-month period in which year-over-year earnings growth for U.S. workers has surpassed year-over-year home price growth.
Lambert previously reported that Berkshire Hathaway agreed to acquire U.S. homebuilder Taylor Morrison for $8.5 billion. In a separate article, he noted that Invitation Homes cited high capital costs as the main factor behind a slowdown in build-to-rent deals. Both developments reflect active dealmaking and funding pressures across the housing sector.