Real Estate
Latest VonTrend reports on Real Estate — the trends, stocks, and setups that move before Wall Street catches on.
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Senior Housing Is Filling Up Faster Than Anyone Can Build It
Occupancy just topped 90% for the first time since before 2008 as the first boomers turn 80. Welltower and Ventas report in late October, and families are already paying for the tight market.
Oct 8, 2026 -
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