Exploring the factors affecting the housing market such as interest rates and actions by the Federal Reserve, and their potential impact on home builders and REITs. Discusses the potential catalyst of a change in interest rates and mentions the podcast's disclaimer regarding stock recommendations.
Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it.
- Why homebuilders are in a good position right now.
- If renting will become permanent for more Americans and which companies might benefit. Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB
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