Fed Rate Cut Expected, Mortgage Rates Drop: Could Homebuilder ETFs Be the Underrated Investment?
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
Updated: Sep 11 2025
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Source: Benzinga
Current Mortgage Rates: Mortgage rates have dropped to their lowest in nearly a year, with the average 30-year fixed rate at 6.35% and the 15-year rate at 5.5%, following a weak job report and declining Treasury yields.
Impact on ETFs: Homebuilder ETFs like iShares U.S. Home Construction ETF (ITB) and SPDR S&P Homebuilders ETF (XHB) may benefit from increased housing activity as lower mortgage rates attract buyers, while mortgage REIT funds could see improved dividends due to reduced financing costs.
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Wall Street analysts forecast LEN.B stock price to rise
Wall Street analysts forecast LEN.B stock price to rise
Current: 92.710

Current: 92.710

About LEN.B
Lennar Corporation is a homebuilder and an originator of residential and commercial mortgage loans. The Company is also a provider of title insurance and closing services, and a developer of multifamily rental properties. The Company's segments include Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar others. Its Homebuilding segments primarily include the construction and sale of single-family attached and detached homes, as well as the purchase, development and sale of residential land directly and through its unconsolidated entities. The Company's Financial Services segment primarily provides mortgage financing, title and closing services primarily for buyers of its homes, as well as property and casualty insurance. The Company’s Multifamily segment is involved in the development, construction and property management of multifamily rental properties. its Lennar Other segment includes fund investments.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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