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Re: fung_derf post# 171

Friday, 02/09/2024 6:46:28 PM

Friday, February 09, 2024 6:46:28 PM

Post# of 222
Derf, >> LEN <<

Yes, the homebuilding related stocks have been doing well, and should benefit from the lower % rates. I see Berkshire has a relatively new position in NVR. I've been considering these, though the sector can be on the volatile / cyclical side.. I have some in related stocks like BLDR, TREX, HD, plus a few REITs -- EQIX, EGP.

Btw, here's the Real Estate and REIT board (below), though some of the stats need to be updated. The data center REITs have been a solid area for the long term (EQIX), and I figure some of the industrial warehouse REITS like EGP should continue to prosper. The commercial office space problems have torpedoed the broader REIT ETFs in recent years, so I guess it's become more of a stock picker's market. The wireless tower sub-sector used to be great (AMT, CCI, SBAC), but I'm not sure what happened exactly. CCI especially got clobbered.


https://investorshub.advfn.com/Real-Estate-Sector-Ideas-25809



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