Lennar shares rise after report of 'Trump Homes' plan

Bloomberg reported that builders including Lennar and Taylor Morrison have discussed a privately funded pathway-to-ownership program, sometimes called 'Trump Homes,' that could let investors rent homes while tenants build toward a future down payment. The article mentions Lennar shares rose and were up about 9% for 2026.

Builders and some industry players have discussed a large-scale program to sell entry-level homes into a pathway-to-ownership structure funded by private investors. One version reportedly would have investors rent homes to tenants and credit part of monthly payments toward a potential down payment after about three years. The proposal has been referred to by some in the industry as "Trump Homes." A White House official told the outlet the administration is not actively considering the plan. Key details: - Builders including Lennar and Taylor Morrison were reported as discussing the program, according to Bloomberg. - One model would involve investors renting homes and allowing a portion of rent payments to count toward a future down payment after three years, as reported. - Bloomberg reported the plan could ultimately involve as many as one million homes, according to people familiar with the discussions. - A White House official told Bloomberg the administration is not actively considering the plan. - The article mentions Lennar shares rose and were up about 9% for 2026. Summary: The report links industry discussions about a large, privately funded pathway-to-ownership program to a positive market reaction for some homebuilder shares. Undetermined at this time.