National Housing Market Outlook

From Dirt To Drywall, The Stock Market Clearly Believes In A Housing Recovery

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Rick Palacios Jr

October 11, 2012

It’s no news that homebuilder stock prices have more than doubled over the last year, but did you know wallboard companies are up on average by 177% and land holding companies by 56%? Drilling down further, more than 140 companies and roughly 30 sectors are directly benefiting from the turnaround in housing. Stock market investors are clearly betting on a bright future for residential real estate, turning their attention to ancillary companies that will benefit from the trickle down nature of a true recovery. In fact, the early stages of a housing rebound have played out in similar fashion over the last 40+ years, this one included. The classic order of improvement is as follows: sales, permits, starts, and completions. As such, 2013 is looking bright for building product manufacturers as well as the myriad of sectors encompassed in the housing food chain.

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About The Author

Rick Palacios Jr photo
Rick Palacios Jr
Managing Principal, Director of Research
Rick oversees and guides JBREC’s research platform while coaching his team daily.

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