Smead: Housing Market Is For The Buyers

The video discusses the current state of the housing market, highlighting that while conditions for buyers have worsened compared to a few months ago, the market is not heading for a severe downturn. It explores the financial strategies of home builders, emphasizing a shift towards less leveraged models. The discussion also covers millennial housing expectations and their impact on market dynamics. Finally, the video touches on the retail market, noting the challenges and opportunities for retailers like Walmart and Target.

What is the speaker's perspective on the potential for a housing overhang?

How does the speaker view the expectations of millennial buyers in the housing market?

What insights does the speaker provide regarding the retail market and its relation to the housing market?