(https://www.cnbc.com/2026/08/25/cash-is-no-longer-king-in-home-sales.html)—this headline is being read as a housing recovery signal. But it's actually a leverage signal. When cash buyers shrink as a percentage of the market, it means *financed* buyers are gaining share, which drives construction capex and materials throughput. BN should benefit here; so should lumber/steel.

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