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16 handpicked stocks

The Umansky Effect: Riding the Luxury Housing Wave

This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.

Author avatar

Han Tan | Market Analyst

Published on July 1

Your Basket's Financial Footprint

Market capitalisation breakdown for the basket 'The Umansky Effect: Riding the Luxury Housing Wave'.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking to broad market performance.
  • Suitable as a core holding for diversification rather than a speculative, high-growth bet.
  • Likely to deliver steady, long-term value rather than quick, explosive short-term gains.
Total Market Cap
  • TOL: $13.29B

  • RH: $3.48B

  • WSM: $23.25B

  • Other

About This Group of Stocks

1

Our Expert Thinking

While many fear a housing market decline, Mauricio Umansky predicts luxury real estate will remain strong due to high-net-worth buyer demand and limited inventory. This collection targets companies across the premium housing ecosystem that should benefit regardless of broader market conditions.

2

What You Need to Know

These companies represent varied segments of the luxury housing market, from builders of high-end homes to suppliers of premium materials and furnishings. They're less vulnerable to general housing market fluctuations because wealthy buyers tend to remain active even during economic uncertainty.

3

Why These Stocks

Each company was selected for its strong positioning in the luxury segment of the housing market. This includes premier homebuilders like Toll Brothers, high-end furnishing retailers like RH, and premium building material manufacturers like Trex, all poised to capture continued affluent consumer spending.

Why You'll Want to Watch These Stocks

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Wealth Shields These Stocks

Unlike the general housing market, high-end real estate tends to be more resilient during economic uncertainty. These companies serve affluent buyers who are less affected by interest rates and economic fluctuations.

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Luxury's Pricing Power

Companies in the premium housing sector often command higher margins and pricing power than their mass-market counterparts. When wealth remains concentrated, these businesses can maintain profitability even as volume decreases.

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Hidden Opportunity in Plain Sight

While headlines focus on housing market concerns, many investors overlook the distinct behavior of the luxury segment. This disconnect creates potential for these stocks to outperform expectations if Umansky's prediction holds true.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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