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Mark
@MarkStoic
3Mo·

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 (+0,04 %) , $LEN (+0 %) , $HD (-0,19 %) , $LOW (-0,61 %) , $CAT (-0,33 %)


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!

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Tenbagger2024@Tenbagger2024
3Mo
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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