Valuation – S&P 500 Real Estate Sector Real estate appears to be very undervalued. Image: Goldman Sachs Global Investment Research
Real Estate Continues to Lead Stocks as Americans’ Choice for Best Long-Term Investment Americans think that real estate is the best investment vehicle compared to other investments, such as stocks, bonds or gold. Image: Gallup
Valuation – Real Assets vs. Financial Assets The price of real assets relative to financial assets is at all-time lows since 1925. Should investors own more precious metals and real estate? Image: BofA Global Research
U.S. Housing Starts and New One Family Houses U.S. housing starts fell 6% in January. Usually, a continued downturn may signal a contraction of the economy. And historically, a decline in residential real estate has led several recessions. But housing is already in a slump and shouldn’t cause a recession.
S&P 500 GICs Level 1 Sector Weekly Relative Rotation Graph Technology and discretionary are weakening. Industrials and materials are leading. Financials, utilities, staples, health care and real estate are improving. Energy and communication services are lagging. Image= BofA Global Research
Inequality – Concentration of Equities Ownership by Wealth Class in the U.S. The top 1% of households owns equities, while the bottom 50% of households owns real estate. Image: Goldman Sachs Global Investment Research
U.S. National Housing Expansion Length The current recovery in housing is in its 9th year. How long will it last? Image: John Burns Real Estate Consulting
Watch Warren Buffett’s full interview with CNBC’s Becky Quick In this interview, Warren Buffett speaks about rail road, Berkshire Hathaway, economic slowdown, yield curve, recession, stock vs. bond, airlines & automotive industry, capitalism, inequality, benefits of free trade, IPOs, entertainment industry, Apple, American Express, Wells Fargo, real estate commission, philanthropy with 2% of GDP, odds,…