The homebuilders in our First Time Homebuyer group have been on quite a run this year, up nearly 30% on average. Still, we see too much risk to housing affordability given persistent inflationary pressures and an even more persistent Fed. Even in a bullish scenario we would wait for the group to be less overbought before jumping in.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.