Despite continued concerns of housing supply, incoming data continues to support our view that, after seven years of turmoil, the U.S. housing market appears to be stabilizing. If so, opportunities to earn outsized returns may be available across fixed income and equities, as well as private investments, including raw land.

June 2012

Related Reads

  • Bienville Macro Review: U.S. Housing Update
    White Paper
    July 2013
  • Investment Theme: U.S. Housing
    July 2012
  • This May Be The Best Bullish Housing Case That We Have Ever Seen
    Business Insider
    July 2012
  • Safe to Get Back in the RMBS Waters?
    July 2012
  • Big Asset Managers Eye Opportunities in Foreclosure
    Institutional Investor
    June 2012
  • Their Own Backyard
    Grant's Interest Rate Observer
    June 2012