GTIS's Tom Shapiro Bullish on Homebuilders

The video discusses the impact of the pandemic on work locations, highlighting a shift towards remote work and a gradual return to offices. It explores trends in real estate, particularly in growth markets and home building, noting rising costs. The single family rental market is emphasized as a significant growth area, driven by lifestyle changes and increased demand for suburban living.

What trend was observed in the movement of people during the pandemic?

• People stayed in urban areas.

• People moved to rural areas.

• People moved from urban areas to suburbs.

• People moved from suburbs to urban areas.

What is a significant challenge in the home building market?

• Lack of demand for new homes.

• Difficulty in finding deals and land.

• Decreasing costs of materials.

• Oversupply of homes.

Why is the single-family rental market experiencing growth?

• People prefer urban apartments.

• There is a decrease in home prices.

• People need more space for working from home.

• There is a decline in suburban living.

What is the focus of the new investment strategy in the rental market?

• Buying and flipping homes.

• Building new rental communities.

• Investing in commercial properties.

• Renovating old apartments.

What demographic is driving the demand for single-family rentals?

• Millennials

• Baby boomers

• Gen X

• Gen Z