meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

REITs, Homebuilders, and the Return of Las Vegas

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 10 December 2022

⏱️ 27 minutes

🧾️ Download transcript

Summary

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss: - Lesser-known office REITs that may be presenting opportunities for investors - Homebuilders facing headwinds - Lessons from Las Vegas’s comeback Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

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?

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.