US residential real estate Loading... : Investor Sentiment and Bull/Bear Views
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12:01
Jan 22
Jan 22
US REITs benefit from housing policy
Trump administration policies to buy MBS and restrict institutional purchases of single-family homes should lower mortgage rates and improve affordability, while the US still has a large housing supply shortage. He holds real estate and REITs as a theme.
MED
21:45
Nov 20
Nov 20
Residential real estate prices are weakening
Residential real estate is weakening: second-home sales have crashed and home prices are falling in more than 50% of US cities, hitting wealthy owners who are also exposed to the stock market.
MED
19:24
Nov 17
Nov 17
Low-rate lock-in supports US home prices.
Many US homeowners have 3% mortgage rates. Even if rates come down, 3% is far better than 5.79%, so these owners are strongly incentivized to stay put unless forced by family, economic, or job reasons. This lock-in effect limits housing supply and supports US home prices.
MED
18:08
Oct 21
Oct 21
Single-family homes face no correction
There is zero problem in US residential real estate and no correction coming. About 70% of single-family loans are fixed below 4% and 50% below 3%, so homeowners are locked in, and real estate only corrects when rates rise, which is unlikely as rates head lower.
HIGH
00:09
Oct 06
Oct 06
Housing deflation cycle just starting.
Rosenberg is bearish on residential real estate. He points out that Case-Shiller home prices have fallen four months in a row, which he sees as the start of a pattern. Historically, housing leads the equity market, with a 90% correlation between residential real estate valuations and equity market valuations. He argues no cycle ends well in a real-estate deflation cycle and that this one has just started.
HIGH
04:06
May 02
May 02
Housing faces flat-to-declining prices
Mark Zandi sees residential real estate under pressure. Mortgage rates near 7% are hurting demand, and while the lock-in effect cushions some sellers, he expects housing values at best flat nationwide, meaning declines in half the country's markets. Rising homeowners insurance costs are adding downward pressure in Florida, Texas, and parts of California.
HIGH
20:14
Apr 19
Apr 19
US home prices have peaked.
US home prices have peaked after a good multi-year run; even Florida’s hot residential market has peaked, volume has declined sharply, and realtors complain of slow business. Real estate is correcting for investors and is not an asset that goes up forever.
HIGH
02:06
Jan 04
Jan 04
Affordability and supply hit US housing.
The other half of Calacanis' worst performing asset call is US residential real estate: people cannot afford homes at current mortgage rates, and in places that allowed building - he cites Texas - housing values and rents have now fallen two years in a row, with the same pattern appearing in other states that permit supply while people leave the states that do not.
MED
About US residential real estate Investor Commentary
Across the available history and selected sources, Buzzberg tracks US residential real estate across 3 sources: 2 bullish vs 0 bearish calls from 8 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 8 total trade ideas tracked. Latest voices: Lee Chun-kang, Danielle DiMartino Booth, Ron Butler.