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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (75861)	7/17/2024 12:21:58 PM
From: Bob Rudd	Read Replies (1) of 78746

DJT is a big real estate holder and will act in his interest so look for RE tailwinds. That said, MF is a bit overbuilt due to long development cycles ..hard to stop quickly, and the demographic tailwind has shifted to a bit of a headwind. Consider SFR REITs AMH & INVH as an alternative. Better demographics as millennials age into family formation and they are under earning with rents $1000/m below the cost of buying all in thus giving upside to rents going forward. The underbuilding in SF homes post GFC means asset value appreciation too. Of the two AMH has better geographic distribution.

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