$BUILDTORENT - The build-to-rent market in the single-family segment is expected to continue its strong growth trajectory, driven by credit constraints pushing more people towards renting.
$LANDLORDS - Housing landlords may benefit from easier access to credit through the qualified mortgage patch, which has given them advantages over individual buyers in the housing market.
Bearish:
$FNMA - Credit standards for mortgages have tightened significantly since 2008 and remain tight, reducing the pool of potential borrowers and constraining housing supply.
$STARTER - The market for lower-priced starter homes has been severely constrained for over a decade, with builders stopping construction at these price points.