Are changes in immigration policy and increased deportations affecting the homebuilding industry? This is a critical question on the minds of many in the housing sector today. John Burns Research and Consulting recently surveyed 99 homebuilders to get direct insights into this pressing issue. The results reveal a surprising trend: the vast majority of builders are not yet experiencing significant impacts from these policy shifts.
According to the John Burns survey, an impressive 89% of homebuilders reported no noticeable impact from deportations or changes in immigration policy on their businesses. This data point aligns with recent earnings calls from several leading public homebuilding companies, further reinforcing the current sentiment in the industry.
Executives at Toll Brothers, Tri Pointe Homes, Taylor Morrison, PulteGroup, Beazer, and Century Communities have all publicly stated in their Q4 2024 and Q1 2025 earnings calls that they have not observed any significant disruptions related to immigration policy changes. These companies, key players in the US housing market, echoed the findings of John Burns’ research, indicating a consistent message across the sector.
While concerns about potential labor shortages and supply chain disruptions due to stricter immigration enforcement are valid, the immediate reality, as highlighted by John Burns and corroborated by these major homebuilders, is different. Many companies emphasize their long-standing policies of ensuring their workforce and trade partners comply with legal residency and work permit requirements. This proactive approach may be contributing to the current lack of widespread impact.
However, the industry remains vigilant. As noted by PulteGroup, while immediate job site disruptions are absent, broader impacts on the labor force and wage rates are potential future concerns if deportation activities increase. John Burns and these homebuilding leaders are continuing to monitor the situation closely, prepared to adapt to any evolving challenges in the landscape. For now, the data indicates that while immigration policy is a watched area, it has not yet translated into tangible negative effects for most US homebuilders, according to the latest research from John Burns and Consulting and the reports from public companies.
