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“Everything is about national security. It is about mercantilism. It is about friend‑shoring,” she says. “We went from just-in-time to just-in-case, getting resources from where we think is most secure. The efficiency of trade and globalization, low tariffs and efficiency, is not part of the equation.”

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The U.S. housing market is in the midst of a generational transition. White, non-Hispanic households, which have historically accounted for the majority single-family homeowners and the bulk of housing-driven generational wealth, are aging out of their prime buying years. Meanwhile, racially and ethnically diverse populations are expanding rapidly, especially in the 26-40 age range, the peak years for household formation.

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