Real Estate
Latest VonTrend reports on Real Estate — the trends, stocks, and setups that move before Wall Street catches on.
-
What Happens to Homebuilder Stocks If Rates Rise Again
In the last rate shock, homebuilders fell nearly twice as hard as the S&P 500 and bottomed four months before it did. What each builder spends to buy down your mortgage is what separates them.
Jul 16, 2026 -
Best REITs for Income
Higher-for-longer interest rates have knocked REIT prices below their 12-month highs and pushed yields up, and these eight names turn steady rent into rising dividends.
Jul 7, 2026 -
Homebuilders Surge as Investors Flee Tech
Beaten-down builders trade near book value and at half the market's earnings multiple. The money leaving semiconductors found them.
Jun 24, 2026 -
Builder Stocks Are Higher After Housing Starts Hit a Six-Year Low
New-home construction fell to its slowest pace since 2020 in May, but builders are betting a Fed pause tomorrow matters more than one weak month.
Jun 16, 2026 -
Lennar's Home Margin Shrank to 15.6% as Buyers Demand Bigger Discounts to Close
The builder is handing buyers incentives worth nearly 13% of the sale price to keep homes moving, and its core margin fell to the lowest in years.
Jun 12, 2026 -
Greg Abel's First Big Deal Is an $8.5 Billion Bet That Housing Has Bottomed
Berkshire is buying a homebuilder near a multiyear low at roughly nine times earnings. The first major acquisition under Warren Buffett's successor lands in the most beaten-down corner of the consumer economy.
Jun 1, 2026