11Mês·

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 (+2,11%) , $LEN (+1,53%) , $HD (-0,26%) , $LOW (-0,6%) , $CAT (+1,49%)

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 Comentar

Tenbagger2024@Tenbagger2024

11Mês

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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