Beata Caranci 0.6 1 idea

The residential sector is described as a "small company game" (50 employees or less) that is "slower to adopt innovation" and relies on manual processes. Productivity is contracting. Small, traditional construction firms are on the wrong side of the productivity curve. They cannot achieve the economies of scale or the speed of factory-based competitors. As interest rates remain relevant, their longer build times (higher carry costs) make them uncompetitive against modular alternatives. Avoid traditional, small-scale construction exposure in favor of industrialized builders. Modular adoption fails to gain traction due to union resistance or municipal regulation, keeping traditional builders as the only option.