The "Forever Renter" Economy
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 January 2026
⏱️ 48 minutes
🧾️ Download transcript
Summary
Despite stabilizing, home ownership rates for younger demographics have hit new lows. We will analyze the rise of "Build-to-Rent" communities and the long-term economic shift away from ownership.
Today's Stocks & Topics: Target Corporation (TGT), Portfolio Management, Market Wrap, Selling losses vs Taxes, The "Forever Renter" Economy, Financial Advice for a 15-Year-Old, AAON, Inc. (AAON), SentinelOne, Inc. (S), Rubrik, Inc. (RBRK), the Dollar's Decline, TransMedics Group, Inc. (TMDX), ALPS Equal Sector Weight ETF (EQL), The US Investments.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. |
| 0:12.9 | Independent thinking, shared success. InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients |
| 0:25.1 | throughout the United States. Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.5 | Good afternoon, fellow investors, and welcome back to another episode of InvestTalk. |
| 0:39.9 | I'm your host, Luke Guerrero, and I'll be with you on this Tuesday, January 27th, 2026. |
| 0:47.9 | Pretty crazy to think that this is the last Tuesday of the month of January of this year. It seems every day keeps getting |
| 0:59.2 | faster and faster. Before we know it, we're going to be deep into 2026 and looking forward |
| 1:05.3 | to the holidays. But we shouldn't get too ahead of ourselves here. There's certainly a lot that is going on that we need to pay attention to. |
| 1:14.1 | And so we here at InvestTalk, see us as part of that daily mission. |
| 1:18.2 | To be able to decipher what is important, from what is noise, |
| 1:22.6 | to understand how all of these things affect our portfolios. |
| 1:26.8 | We do that through a mixture of educational |
| 1:28.9 | items, actionable material, but you are the critical component that drives this show |
| 1:35.2 | forward each and every day. Without your finance and investment questions, we would have |
| 1:40.7 | no idea what is on your mind. |
| 1:48.4 | That being said, in just a bit, we'll talk about today's market performance and run down those show topics we have for you today. |
| 1:52.0 | But let's tackle this caller question now. |
| 1:54.8 | I'm calling in a question regarding the stock target, TGT. I was looking to get your opinion on what you thought and what |
| 2:07.8 | would be a good entry point. Thanks. I really enjoy your show and I'll be listening for the |
| 2:14.0 | answer. Tigger TGT is Target Corporation, Target Corporation, of course, being a major |
| 2:21.9 | U.S. retail chain, in fact, one of the largest in the country. They sell general merchandise, |
| 2:28.3 | clothes, home goods, groceries as of recently, and they have a couple thousand stores worldwide. Very, very big company, |
... |
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