What Are Your Thoughts on Real Estate and Home Builders?

Real estate's an interesting beast because everyone treats it like it's liquid, but it's not. Even in bull scenarios with cheap money, you're still sitting on a house for at least six months before you sell it. So when rates go up, so prices on houses should go down, what happens is you get stuck,. It gets sticky, where like the sellers refuse to lower their price and the buyers don't want to buy.