Calls
4
Glenn Kelman
CEO, Redfin
Win Rate
33.3%
return
-3.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 12
$113.85
-14.7%
Policies aimed at lowering mortgage rates or limiting institutional investor ownership are only temporary bandaids. The fundamental problem is that the U.S. has stopped building houses and is roughly 5 million units short. Kelman argues for zoning deregulation and tying federal funding to zoning reform to encourage more home construction, which should benefit homebuilders as the government focuses on increasing housing supply.
Thematic ETFs
Long
Sep 30
$84.97
+7.2%
Apartment construction slowed after the 2023-2024 building wave that brought rents down, and rents are starting to rise again; if housing remains unaffordable, rising rents will further squeeze consumers and support apartment-building fundamentals.
Other
Short
Sep 30
$42.13
-2.0%
The U.S. housing market is a buyer's market with high inventory, more sellers than buyers, about 15% cancelled sales, and mortgage rates that have not fallen enough; Glenn expects continued downward pressure on home prices into year-end, with sellers needing to accept realistic offers.
Thematic ETFs
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Glenn Kelman has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2025. Most covered: U.S. HOME PRICES, XLRE, XHB.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
