MRP launched LONG US HOUSING as a theme in the Spring of 2012 with our report, The Developing U.S. Housing Shortage. At the time, forecasters were predicting years of further decline for the sector. We, however, saw signs of a bottom forming and recognized several tailwinds that we believed would push home prices and homebuilder stocks higher in the years ahead.
In those 6 years since MRP launched the theme, housing has had a spectacular recovery. But, with stronger headwinds forming on the horizon, we’d like to take this opportunity to review the theme.
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