Search Results for: real estate

Households – Equity (Dir + MF) and Real Estate Equity Households are loaded with equities. What could go wrong? Image: TS Lombard

Inflation – Real Estate Real Dividend Yield vs. TIPS Real Yield Real estate real dividend yields remain attractive relative to TIPS real yields. Image: BofA US Equity & Quant Strategy

Real Estate Stocks – Weekly Real Estate Flows Could real estate stocks present opportunities? Image: BofA Securities

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 increased 11.8% in November. 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.

Consensus Dividend Growth YoY by Sector Real estate dividends are expected to increase by 10% in 2022. Image: BofA US Equity & Quant Strategy

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