Argosy's Stewart: An 'under-housed' country is creating opportunities
About this episode
Andy Stewart discusses housing affordability and real estate opportunities, while Vijay Marolia and David Trainer provide insights on the IPO market and financial stocks.
Andy Stewart, co-chief executive officer at Argosy Real Estate Partners , says that housing affordability issues that have made headlines are real and persistent, but there are some solutions over time, coming from building smaller homes, changes in interest rates and in public policies like the new affordability legislation that became law on Friday. It also means there are big opportunities in the single-family build-to-rent market and more, and those opportunities should be persistent and long-term. Stewart also talks about issues in data center construction — and whether the opportunity is moving too fast — and the continuing evolution of commercial real estate, where he sees "a generational buying opportunity" for patient, long-term investors. Vijay Marolia , chief investment officer at Regal Point Capital , says the record domestic IPO for SK Hynix last week and ASML Holdings on Wednesday, should remind investors to balance big numbers with appropriate caution, because the profit potential comes with white-hot volatility. He also looks at how financial and banking stocks could be in for a rough earnings cycle when they start reporting results this week, with their numbers…
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