themes / housing-shortage · horizon 5-15 years · 30 companies

Housing Undersupply

Structural shortage of US homes after a decade of under-building.

Trend vs pricing

Trend (reality)

company trend 36 · related-ETF flow 4 · growth 30

Market pricing

Expectations gap-6

Human needs

housing

Related ETFs

XHB

Constraint chain

Trend → Constraint → Required solution

Trend

Household formation exceeds completions

→

Constraint

Rates, land, labour, lumber

→

Required solution

Homebuilders, building products, home improvement

Attention

Wikipedia, App Store, GitHub, YouTube and search autocomplete · 0 of 3 sources contributing

Attention

blend of per-source scores · breadth 0

Per-source scores

Wikipedia 32App Store —YouTube —

Rising queries

housing market las vegashousing market crashhousing market predictionshousing market newshousing market las vegas 2026housing market predictions 2027housing market crash 2026housing market renohousing market predictions las vegasmortgage rates todaymortgage rates over the last 10 yearsmortgage rates las vegas

Wikipedia · 5 articles

7d avg pageviews731

vs 28d-5.6%

vs 1y-16.6%

z vs own history-1.11

Housing in the United StatesMortgageZillowHousing shortageHome construction

Apps · GitHub · YouTube

Zillownot in top-100

Redfinnot in top-100

Realtor.comnot in top-100

GitHub repos—

YouTube videos / day64.6

Measured over50 videos · 18.6 h

YouTube vs 28d— (12 of 21 days of history)

Newest YouTube uploads for this theme

· The Markham housing market continues to show balanced, steady performance! 🏠⚖️
· Generational Tug-of-War in Housing Market: Baby Boomers vs. Millennials
· After the 2008 Housing Market Crash, I Bought a Foreclosed House... I Didn't Know it Was HAUNTED
· UK Mortgage Rates Hit 6% | The Hidden Housing Market Freeze | Swap Rates, Refinancing & UK Property
· Fed Rate Hike, Housing Market Shifts, & Women in Construction

Member companies

Sorted by effective exposure (weight × order decay)

Ticker	Name	Weight	Order	Reality	Pricing	Gap	Growth	Quality	Value
DHI	D.R. Horton	90%	1	39	32	+7	32	49	74
LEN	Lennar	90%	1	20	27	-7	12	35	63
TOL	Toll Brothers	90%	1	25	29	-4	20	49	79
PHM	PulteGroup	90%	1	27	30	-3	18	54	74
BLDR	Builders FirstSource	80%	1	17	22	-5	9	31	61
NVR	NVR, Inc.	70%	1	28	29	-1	10	70	71
SKY	Champion Homes, Inc.	60%	1	35	50	-15	31	57	54
CVCO	Cavco Industries, Inc.	50%	1	45	49	-4	45	59	49
FOR	Forestar Group Inc.	50%	1	34	19	+15	38	37	94
INVH	Invitation Homes	50%	1	52	35	+17	49	56	76
MAS	Masco	50%	1	50	34	+16	41	60	80
CPT	Camden Property Trust	40%	1	75	39	+36	81	50	63
ESS	Essex Property Trust	40%	1	31	58	-27	26	49	43
MAA	Mid-America Apartment Communities	40%	1	31	38	-7	20	56	61
UDR	UDR, Inc.	30%	1	44	34	+10	40	44	70
VMRK	Vivmark Residential	30%	1	35	60	-25	24	48	32
HD	Home Depot	40%	2	36	35	+1	29	47	59
LOW	Lowe's	40%	2	46	24	+22	42	48	74
SHW	Sherwin-Williams	30%	2	53	51	+2	51	57	49
AOS	A. O. Smith	30%	2	43	20	+23	34	64	88
APPF	Appfolio Inc	30%	2	63	56	+7	56	82	51
FERG	Ferguson Enterprises	30%	2	40	45	-5	—	40	53
MLM	Martin Marietta Materials	30%	2	37	34	+3	43	29	53
WY	Weyerhaeuser	30%	2	32	36	-4	26	23	52
VMC	Vulcan Materials Company	25%	2	47	38	+9	51	38	52
BX	Blackstone Inc.	20%	2	71	38	+33	72	75	58
CRH	CRH plc	15%	2	41	21	+20	46	34	72
ADSK	Autodesk	20%	3	70	39	+31	67	86	73
LII	Lennox International Inc	20%	3	38	14	+24	23	57	83
WSM	Williams-Sonoma, Inc.	15%	3	52	71	-19	41	73	38