The Assembly(@InTheAssembly):THIS IS INSANE… Nashville had an estimated 139% MORE home sellers than buyers in August, per Redfin. And new homes are STILL hitting the market through one of the country’s busiest homebuilding pipelines. Nationwide, 38% of builders cut prices in September, while 66% offered sales incentives, according to NAHB’s survey. Homeowners trying to sell are competing with companies willing to discount brand-new houses to move inventory. My concern: a builder can accept a smaller profit. Someone who bought near the peak may have much less room to cut…

The Assembly

@InTheAssembly

Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.

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The Assembly@InTheAssembly

2026.09.22 15:21

THIS IS INSANE… Nashville had an estimated 139% MORE home sellers than buyers in August, per Redfin. And new homes are STILL hitting the market through one of the country’s busiest homebuilding pipelines. Nationwide, 38% of builders cut prices in September, while 66% offered sales incentives, according to NAHB’s survey. Homeowners trying to sell are competing with companies willing to discount brand-new houses to move inventory. My concern: a builder can accept a smaller profit. Someone who bought near the peak may have much less room to cut…