XLR

XLRE

5 tracked calls · 2 long · 3 short · last 90d: 2L/2S

first called by Forward Guidance 3mo ago

XLRXLRESHORT1w ago

“...or maybe in public real estate, right? Which Um you know, one's defensive, one is really rate sensitive more than anything else.”

Wealthion

Dump public real estate because the sector is dead money chained to borrowing costs, especially as 30-year mortgage rates spike to 6.51%.

XLRXLRESHORT@ $45.75

$44.51+2.71%

since call Jul 23

peak +2.7%

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XLRXLRELONG3w ago

“We like to think about 26 as the start of a new cycle. ... fundamentals look really strong. ... prices have dropped 20 25% sometimes more in some asset classes. So the pricing is attractive”

Monetary Matters · The Monetary Matters Network

Commercial property prices have plunged 20-25% to attractive levels, sparking a fresh cycle of buying as tenant demand easily outpaces new construction.

XLRXLRELONG@ $44.25

$44.51+0.57%

since call Jul 4

peak +3.8%

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XLRXLRESHORT1mo ago

“This is where people are getting hurt on their on the in the the the equity they have in their in their in their homes, and when they get that and they have to move out from it on at the same time, th”

Wealthion

Short real estate: the market is facing a severe balance sheet recession where homeowners will lose their equity, be forced out of their homes, and drive property prices down.

XLRXLRESHORT@ $46.01

$44.51+3.25%

since call Jun 26

peak +3.3%

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XLRXLRELONG1mo ago

“even the REITs, the real estate investment trusts, if you think about over the last 5 years, they're the only S&P 500 sector that's red over that timeframe.”

Thoughtful Money · Jonathan Krinsky

REITs breaking out of a multi-year base, the only red S&P sector, finding a floor

XLRXLRELONG@ $44.71

$44.51-0.45%

since call Jun 18