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 (+0,08 %) , $LEN (+1,5 %) , $HD (-5,76 %) , $LOW (-2,31 %) , $CAT (-0,47 %)

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!