We aren't seeing housing construction costs impacted by tariffs, says Tri Pointe CEO
Doug Bauer, Tri Pointe Homes CEO, joins 'Money Movers' to discuss housing costs, impact of tariffs and trade tensions.
Chief Executive Officer & Non-Independent Director, Tri Pointe Homes
Search every verified Douglas Bauer interview, podcast appearance, and on-the-record quote โ each transcript cross-checked by AI and human review to confirm speaker identity. Doug Bauer, CEO of Tri Pointe Homes, has described current housing market conditions as "average," giving it a grade of "C" in a June 2025 interview. He stated that demand remains at the "top of the funnel" but that consumer confidence has been affected by "the election and other economic uncertainties" over the past 11 months. Bauer said the company is not seeing any impact on construction costs from tariffs in the short run, citing enough slack in the industry to drive cost savings. He expressed a bullish long-term outlook, citing a structural limitation on housing supply and demand from millennial and Gen Z buyers, who he said represent two-thirds of the company's buyers. In earlier appearances, Bauer emphasized that the long-term fundamentals for housing "look really good," pointing to an underbuilt market and the "locked in" resale market as tailwinds for new home builders. He noted that Tri Pointe has used tools such as forward commitments to offer mortgage rates as low as 5.99% to attract buyers. Bauer has also commented on the potential impact of the incoming administration, stating he expects a "positive business and economic effect" from deregulation and tax policy, while noting that new homebuilding regulation is primarily a state and local issue. He has described the company's culture using the acronym HEART (humility, empower, authenticity, results, team) and said he enjoys working with teams and seeing team members develop.
“I start by saying the current market conditions if you were to give it a grade... I'd say it's a C. It's not bad. It's not great. It's kind of average.”
“I continue to follow three key demand drivers. It's jobs, household formations and consumer confidence. Rates are important, but they really drive price and payment.”
“If you look back to 2023 and the first half of 2024, rates were probably a little bit higher than they are today. But the consumer confidence was very strong and sales were robust.”
“This consumer for over 11 months, since the back half of 2023 into the first five months of this year, has really been affected by the election and other economic uncertainties.”
Doug Bauer, Tri Pointe Homes CEO, joins 'Money Movers' to discuss housing costs, impact of tariffs and trade tensions.
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