Weekly Report: what happened at ITB last week (0429-0503)?

Sticky Inflation: The Tactical And Strategic Importance Of Real Assets

Home Investing Strategy Portfolio Strategy Sticky Inflation: The Tactical And Strategic Importance Of Real Assets. As inflation proves stickier than anticipated, the role of real assets in a diversified portfolio becomes increasingly important for inflation mitigation. Historically, during higher inflationary periods, real assets have offered risk mitigation against economic hardships.

Long-term mortgage rates rise for the 5th consecutive week

Long-term mortgage rates rise for the 5th consecutive week. 30-year fixed-rate mortgages averaged 7.22% as of May 2. Freddie Mac Primary Mortgage Survey: 15-year mortgage rates averaged 6.47% last week and 5.76% a year ago.

Despite The High Interest Rates, The XHB Homebuilding ETF Refuses To Die

Despite The High Interest Rates, the XHB Homebuilding ETF Refuses to Die. There's more to housing than interest rates. Prospects for better supply and sticker prices are also critical. The XHB ETF is appealing even without Fed help. In a well-functioning marketplace, increases in mortgage rates need not reduce affordability.

Sum Up The Pieces: ITB Could Be Worth $115

April Showers On Wall Street: Miners, Utilities Emerge As Bright Spots In Gloomy Market

April's top-performing sector and industry exchange-traded funds of the month. The S&P 500 Index finished April on a downturn, declining by approximately 3%. Only the utilities sector managed to avoid losses in April. The real estate sector experienced the worst performance, down by over 7%. Only five out of the 25 industries reported gains for the month of April.

Weekly Report: what happened at ITB last week (0422-0426)?

Rise in all-cash transactions helping drive price gains for most expensive U.S. homes

Rise in all-cash transactions helping drive price gains for most expensive U.S. Homes. Median sale price of luxury homes hit an all-time high $1.23 million in the first quarter. Sales of high-end homes have held up better than middle-of-the-road properties.

Biggest Landlords Pile Into 'Build-To-Rent' Single-Family Houses, But Sell Older Houses Into This Overpriced Market

Home Real Estate Analysis Biggest Landlords Pile Into 'Build-To-Rent' Single-Family Houses, But Sell Older Houses Into This Overpriced Market. Building professionally managed communities of single-family houses for rent, with their own leasing and maintenance offices, is the hottest trend in new house construction. The biggest landlords have begun selling thousands of older houses scattered all over the place. American Homes 4 Rent and Invitation Homes sold over 3,000 older houses combined in 2023.

Q1 2024 Active Management Review: Momentum And Growth Factors Outperform

Home Market Outlook Today's Market Q1 2024 Active Management Review: Momentum And Growth Factors Outperform. Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors. The Momentum factor was the standout performer across all regions. Low Volatility was the worst performing factor in the quarter.

Mortgage rates continue to rise, homebuyers adjust

Should You Invest in the Invesco Building & Construction ETF (PKB)?

Mortgage Pain Has Not Peaked Yet

Despite spring market optimism, US Home sales in March posted their most significant decline in more than a year. In Canada, where fixed mortgage rates are back above 5%, March home sales and prices were mostly unchanged month-over-month. Oxford Economics forecasts that mortgage payments will increase by another 6% to $156 billion by the end of 2024 in Canada. The hardest hit will be low to medium-income households.

Why Homebuilder PulteGroup Shares Are Higher Today

PulteGroup, Inc. Shares are trading higher after the company reported first-quarter FY24 results. Revenue stood at $3.95 billion, beating the consensus of $2.58 billion. Reported home sale revenues rose 10% Y/Y to $4.8 billion.

ITB, DHI, LEN, PHM: Large Outflows Detected at ETF

Weekly Report: what happened at ITB last week (0415-0419)?

A Hawkish Pivot

U.S. Equity markets posted their worst week in a year while benchmark interest rates surged to five-month highs. The S&P 500 declined another 3.1% this week. High-flying technology stocks were particularly hard hit. Earnings season is off to a shaky start for office REITs.

Home Sales Clobbered By Mortgage Rates. New Listings And Active Listings Surge. Most Price Reductions For Any March In Years

REIT Earnings Preview: Delay And Pray

Analysts Forecast 10% Upside For The Holdings of ITB