Given the continued stability of real estate prices and expected demand driven by factors such as urbanization and immigration (at least in the US), I see several sectors and companies benefiting from this trend:
REITs, $DHI (+0.3%) , $LEN (+0.4%) , $HD (-0.26%) , $LOW (-0.22%) , $CAT (-0.76%)
However, there has already been a good boost in the current YTD.
- Do you think there is still potential here?
- Or is everything else already priced in?
Have a nice Sunday everyone!