9Lun·

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 (-3,88 %) , $LEN (-3,61 %) , $HD (-2,48 %) , $LOW (-2,63 %) , $CAT (+0,07 %)

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!

1 Comentario

Tenbagger2024@Tenbagger2024

9Lun

Hello dear,
that was also my thought because of falling interest rates.
Pulte $PHM
has the highest margin among housebuilders with 20% EbiT margin, plus there is profit growth.
The market capitalization is 26.69 billion.

Furthermore there are
$MHO $TMHC
The valuation is moderate, so I still see potential.
Luxury real estate builds
$TOL

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