Today on Motley Full Money from Housing to Office Space, we'll take a look at real estate

trends and investing opportunities to go along with them.

All that and more coming up right now.

I'm Chris Hale joined by Motley Full Senior Analyst John Ratati.

Thanks for being here.

Thanks for having me on the show, Chris.

We've also got an update on semi-conductors, but let's start with a big day in the housing

industry.

Shares of home builder KB Home, up more than 12% this morning, after fourth quarter profits

came in solidly higher than expected.

Revenue was a little light, but KB Home says that 2022 is going to be a good year.

And when you consider how much we've all been talking about supply chain issues, John,

this kind of guidance out of KB Home, I understand why the stock is up.

You know, I consider this a beat and raised quarter.

Like you said, revenue is a little light, but they crushed earnings and then they raised

their guidance.

They're expecting guidance of midpoint 30% sales growth, 30% revenue growth for 2022.

They've also increased their guidance for return on equity, which is a measure of profitability.

In 2021, they did 20%, they're expecting to do 26%.

So a 600 basis point improvement year-to-year, that's just incredible.

And I think it shows the pricing power that home builders have right now, given the supply

demand imbalance.

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