Douglas Bauer on housing supply
From We aren't seeing housing construction costs impacted by tariffs, says Tri Pointe CEO · · CNBC Television
“As we talk today, my lens is out in the next 2 to 3, 4 years because land and housing turns in that increment. There's been a structural limitation on the supply of housing, so I am very bullish going forward.”
On , Douglas Bauer, Chief Executive Officer & Non-Independent Director at TRI POINTE HOMES INC, spoke about housing supply during We aren't seeing housing construction costs impacted by tariffs, says Tri Pointe CEO on CNBC Television.
About Douglas Bauer
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.