REITBull

3 Homebuilders ETFs for the New Housing Stimulus Legislation

I think that the supply vs. demand for housing is too much of a headwind at this point for XHB or the other homebuilder ETF's. There will be continued negative absorption throughout the year with ARM's resetting. I also believe we will see some more builder BK's before things stabilize. There will be a time to jump back into these, but it is too early for me.

In regards, to Commercial RE, I believe people will begin spending money at the malls before they start buying houses again.