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 (-0,18%) , $LEN (-0,84%) , $HD (+1,39%) , $LOW (-0,42%) , $CAT (+0,36%)

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!