147. Investing in Housing

Investing Unscripted

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Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and address the challenges and risks associated with housing investments.

01:34 Exploring the Housing Market

05:39 The Home Builders Sector

13:07 Top Home Builder Stocks

27:33 Home Improvement Giants: Lowe's and Home Depot

32:05 Economic Impact of Home Injuries

32:49 Home Depot and Lowe's: Long-term Investments

33:41 Dividend Growth and Share Buybacks

34:43 Specialty Retail in Housing

36:37 Sherwin Williams: A Success Story

38:49 Investing in Construction Material Companies

41:47 Exploring Real Estate Investment Trusts (REITs)

47:29 ETFs for Housing Market Exposure

Companies mentioned: AOS, AZEK, AVB, DFH, FND, GRBK, HD, INVH, LEN, LL, LOW, MAA, MTH, NVR, RDFN, SHW, TREX, TTSH, Z

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