Calls
2
Lowell Baron
CEO, Brookfield Global Real Estate
Win Rate
100.0%
return
+0.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 11
$42.76
+0.8%
Rental housing is his top sector pick. Supply pipelines are way down, concessions are falling, occupancy is starting to rise, and rents are stabilizing. The median age of a first-time homebuyer has jumped from 33 to 40 in six years, forcing people to rent longer across their life cycle. This creates sustained demand for high-quality rental housing products.
REITs
Long
Aug 11
$44.32
+0.5%
Real estate is in the early stages of recovery with supply pipelines way down, occupancy picking up, and rents stabilizing. Most investors are sitting on their hands due to fear and paralysis, creating a window of limited competition and attractive entry points. Strong cash flow growth potential makes this an opportune time to invest broadly.
Thematic ETFs
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Lowell Baron has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: XLRE, GLPI, SENIOR HOUSING REAL ESTATE.
