REITs, Homebuilders, and the Return of Las Vegas
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 10 December 2022
⏱️ 27 minutes
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| 0:00.0 | I mean, we can say, we can call them cyclical all we want, but the reality is teacher |
| 0:04.4 | you and I know this, there's a huge demand for homes. |
| 0:07.9 | I mean, we've underbuilt in this country for, you know, the past 10 years. |
| 0:12.7 | There's millions of homes that we need to have. |
| 0:14.8 | And so even if prices come down a bit, I think they can't go down too much because the |
| 0:20.3 | demand will certainly come in and fill that. |
| 0:22.1 | And that's especially true if we get a little bit break on the interest rates maybe next |
| 0:25.5 | year. |
| 0:26.5 | I'm Chris Hill and that's Motley Fool's Senior Analyst Matt Argusinger. |
| 0:34.2 | There are some popular narratives in real estate. |
| 0:37.4 | Interest rates are rising, home sales are cooling, and nobody is going back to the office. |
| 0:42.9 | But some companies are challenging those storylines. |
| 0:46.4 | Deeter Woolard caught up with Argusinger to talk about how investors can watch the home |
| 0:50.5 | building cycle, a few potential opportunities in home improvement stocks and reats with |
| 0:56.3 | well-covered dividends. |
| 0:58.8 | You know, I think a lot of real estate companies are actually kind of challenging the narrative |
| 1:05.7 | right now. |
| 1:06.7 | Real estate, I'd always polarizing people are rushing in, people are rushing out, there's |
| 1:10.8 | a bubble, there's not a bubble. |
| 1:12.8 | Right now it feels to me like that activity's kind of headed out. |
| 1:17.3 | Me, I'm staying in, I'm rolling with the cycles and doing just fine over time. |
| 1:23.2 | Matt, why do you stay invested in real estate? |
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