Meritage Homes is highlighted as an attractive investment trading at a discount to book value.
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Is Real Estate in a 'Nuclear Winter'? Homebuilders vs. High Rates
Oct 6, 2026
The hosts discuss the challenging environment for real estate due to high mortgage rates and elevated property prices, while noting that homebuilders remain an attractive value proposition despite the broader market headwinds.
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Lennar is viewed as an attractive value play, with the hosts noting it trades at a discount to book value.
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