• 6 min read
• Published on 25 July 2025
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View the full Basket:Dream Home Economy
Let’s be honest, we Brits are obsessed with property. We talk about it at dinner parties, we watch endless television shows about it, and we treat our own homes like pension pots with windows. So when I look across the pond at the American housing market, I see a situation that is, frankly, fascinating. They have a problem. A big one. And whenever there’s a big, structural problem, my investor senses start to tingle. It’s not about a crisis, you see. It’s about the potential for a long term, if slightly unconventional, opportunity.
View the full Basket:Dream Home Economy
The core of the issue is simple arithmetic, something that often gets lost in the noise of quarterly earnings reports. America is short of houses. Not by a few thousand, but by several million. This isn't a new development. It’s the lingering hangover from the 2008 financial crisis, a decade-long construction slowdown that has left the country playing a desperate game of catch up. You simply cannot fix a deficit of that scale overnight.
Then you add the people. The Millennial generation, a cohort larger than the Baby Boomers, is now squarely in its prime homebuying years. They’re forming families and looking for a patch of grass to call their own. This isn’t a fleeting trend. It’s a demographic wave, a slow moving but powerful tide that could support housing demand for years to come. To me, this combination of a structural supply shortage and a demographic demand boom looks less like a cyclical punt and more like a fundamental, long term theme.
View the full Basket:Dream Home Economy
Now, when most people think of investing in housing, their minds jump straight to the big homebuilders. And yes, they certainly stand to benefit. But I think that’s a rather one dimensional way of looking at it. It’s like thinking the only way to profit from a gold rush is to be the one digging for gold. The smarter money, as the old saying goes, was often made by those selling the shovels, the pickaxes, and the sturdy trousers.
The same logic applies here. The American housing market is a sprawling ecosystem. For every new house built, there are dozens of other companies involved. Think about the firms that supply the timber, the concrete, and the insulation. Consider the manufacturers of everything from windows and doors to kitchen cabinets and roofing tiles. Then there’s the enormous renovation market, where existing homeowners are constantly upgrading and improving their properties. This creates a much broader and, I would argue, more resilient investment landscape.
View the full Basket:Dream Home Economy
Of course, we have to address the elephant in the room, interest rates. Rising rates make mortgages more expensive and can certainly put a damper on the market. Housing stocks are cyclical, and anyone who tells you otherwise is trying to sell you something. Investing in this sector requires a bit of nerve and an acceptance that there will be bumps in the road.
However, the market often overreacts to rate news, creating potential entry points for those with a longer view. If rates stabilise, which they might, a lot of pent up demand could be unleashed. The underlying need for housing doesn’t just vanish because borrowing costs go up. It waits. This is why I find the entire supply chain so compelling. It’s not just about the final sale of a new home. It’s about the materials, the manufacturing, and the ongoing maintenance that underpins the whole sector. It’s this broader ecosystem that makes a collection of companies, like the one found in the The Dream Home Economy basket, a rather interesting proposition to me. It represents a way to look at the whole picture, not just the shiny front door.
View the full Basket:Dream Home Economy
View the full Basket:Dream Home Economy
View the full Basket:Dream Home Economy
View the full Basket:Dream Home Economy
View the full Basket:Dream Home Economy
View the full Basket:Dream Home Economy
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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