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Home prices remain elevated and mortgage rates hover near 6%, so many would-be sellers list their houses only to watch them sit.

DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes,” the “Company,” or "our"), the nation's premier single-family home leasing and management company, will release its first quarter 2026 financial and operating results on Wednesday, April 29, 2026, after the market closes. The Company will host a conference call that will be webcast live on Thursday, April 30, 2026, at 11:00 a.m. Eastern…

Invitation Homes trades at a steep 34% discount to NAV due to legislative fears, despite minimal fundamental impact from proposed housing bills. Recent Senate legislation targeting SFR REITs is unlikely to materially impair INVH, as its value is driven by existing properties, not future acquisitions. Current headwinds from apartment oversupply and reduced immigration are temporary; INVH maintains positive same-store…

The dollar's dominance is quietly cracking, which will likely lead to a significant macro shift in the coming years. While I have bet heavily on several real asset sectors, they have all soared materially higher since I started investing in them. I detail two of the best opportunities remaining in the real asset space to benefit from the coming macro shift.

REITs deserve a larger allocation today, driven by attractive valuations, structural demand, and reliable income across diverse sectors. Data center REITs like Equinix, Digital Realty, and Iron Mountain benefit from AI and cloud-driven demand, with strong growth and supply scarcity. Industrial REITs such as Prologis, EastGroup, and STAG Industrial offer structural growth, with EastGroup favored for its Sunbelt focus…