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SMIS

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  1. SMIS
    Is there any reason they didn't buy back stock other than they think it's currently not an attractive return?
  2. SMIS
    I've spent some time thinking about this. It might be a good time to buy if you have a very long-term orientation. Supply/demand is still very imbalanced (in favor of builders), but affordability is a disaster. Homebuilders will need to cut production and wait this out. I wonder if the SFH rental REITS with an internal homebuilder will be attractive. Valuation don't look particularly compelling, but I suspect rent could be strong while we wait. It's all too uncertain for me to want to jump in though.
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