| Dear Friend, In a recent Thoughts from the Frontline titled “Tiny Housing Bubbles,” I noted that the single-family home market is crazy hot right now. Houses are selling in a kind of frenzy that reminds me of a wild day in the stock market. Here’s a chart from my friend Dave Rosenberg that illustrates my point. (Dave, by the way, will again do the honors as the opening presenter at the SIC 2021.) So, when my team and I started looking at speakers for our virtual investment conference, it was clear to me that we needed some real estate experts to guide us through the current housing market—and tell us which sub-sectors they think make the best investments right now. And who would be better than last year’s dream team, Barry Habib and Ivy Zelman. Barry Habib, the CEO of MBS Highway, was placed on Mortgage Professional’s esteemed Mortgage Global 100 list. He won a total of three Crystal Ball Awards by Zillow and Pulsenomics for the most accurate real estate forecasts out of 150 of the top economists in the United States. His 2020 book, Money in the Streets: A Playbook for Finding and Seizing the Opportunity All Around You, became a #1 Amazon bestseller. You’ll want to hear Barry’s insights if you’re thinking of adding a real estate allocation to your portfolio. Ivy Zelman is the CEO of Zelman & Associates, the leading housing research firm in the US, which covers homebuilding, building products, real estate, mortgage finance, rental sectors, and more. In 2005, Ivy called the top of the housing market—and in 2012 its bottom. She was inducted into the Hall of Fame of Institutional Investors’ All-America Research Team and is on Barron’s list of the 100 Most Influential Women in US Finance. Together, they blew away the audience last year, so of course we had to invite them back. You don’t want to miss their fireside chat, but they’re only two of now 48 first-class presenters and panelists at this year’s SIC. I strongly recommend you get your SIC 2021 Pass now. At the discounted price of just $395, it’s an absolute bargain for the amount and quality of information you’ll be getting. Your making the most of our virtual real estate analyst, John Mauldin
Co-founder, Mauldin Economics P.S. Don’t forget, your SIC 2021 Pass includes video and audio recordings, transcripts, and presenters’ slides (as available), so even if you’re too busy to get the full live experience, you won’t miss anything. Order today to claim your discounted Pass. | 