Tap into the growing strength of America's housing market. Our financial experts have carefully selected companies poised to benefit from the uptick in new home construction and sales, from leading homebuilders to essential material suppliers.
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Published on June 30
Recent data confirms a significant turnaround in new home sales after previous declines. This early-stage recovery means you could get in before the market fully prices in the housing rebound.
When housing rebounds, it doesn't just lift homebuilders. The ripples spread to material suppliers, home improvement retailers, and fixture manufacturers, creating multiple opportunities within a single trend.
Housing is traditionally one of the first sectors to signal economic strength. By investing in these companies now, you're positioning yourself to potentially benefit from both industry-specific growth and broader economic momentum.
The recent surge in new home sales signals renewed buyer confidence in the U.S. housing market. This collection captures companies across the entire value chain that stand to benefit from this economic rebound, from builders constructing the homes to suppliers providing essential materials.
Housing is a fundamental driver of economic growth that creates ripple effects throughout many industries. When home construction increases, it boosts employment, drives demand for materials, and increases consumer spending on home-related products, benefiting multiple sectors simultaneously.
These companies were strategically selected to represent the complete housing market ecosystem. The mix includes major homebuilders with direct exposure to new construction, material suppliers who provide essential components, and manufacturers of fixtures and appliances for new homes.
Summary and investor takeaways for the U.S. Housing Rebound basket based on provided market capitalisation breakdown.
DHI: $47.29B
LEN: $32.45B
HD: $389.10B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
DR HORTON INC
DHI
Current Price
$151.31
As one of the largest homebuilders in the U.S., D.R. Horton directly benefits from a surge in new home sales through increased revenue and order backl...
As one of the largest homebuilders in the U.S., D.R. Horton directly benefits from a surge in new home sales through increased revenue and order backlogs.
Home Depot
HD
Current Price
$344.37
The Home Depot sees increased sales from both professional contractors building new homes and from new homeowners purchasing goods for their propertie...
The Home Depot sees increased sales from both professional contractors building new homes and from new homeowners purchasing goods for their properties.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+18.76%
On average, analysts expect assets in this group to grow 18.76% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
