McDonald's is considered a significant real estate company due to owning the land under most of its locations, placing it among the top real estate portfolios in the US.
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The Best Stocks To Buy Now That I Also Just Bought!
Nathan RobertMay 22, 2026
The creator highlights the real estate and home builder sector as an attractive area to buy the dip, despite the S&P 500 being at an all-time high. They discuss several companies including Lowe's, Home Depot, Builders First Source, Lennar, D.R. Horton, Carlyle Group, and Cavco Industries, focusing on their current valuations, dividend yields, and share buyback programs as reasons for potential investment.
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Cavco Industries, a factory-built home company, is recommended as a buy after reporting strong earnings, with the creator already holding a position.
Carlyle Group is a highly attractive buy due to its low valuation, consistent share buybacks, and its less cyclical roofing business.
D.R. Horton is another home builder that has been beaten down, mentioned as part of the broader real estate sector.
Lennar, one of the largest home builders, has seen a significant price drop from $180 to $88 over the past year.
Builders First Source is mentioned due to its visibility and products used in home construction, indicating its presence in the sector.