An interesting article was published by Bloomberg on the 30th of July noting the following:

“It’s never been more challenging to find an affordable home to buy in the US.” -> due to high prices and high interest rates.

At the same time it was noted that US Existing-Home Inventory is half compared to 4 years ago.

As we see it, companies that construct manufactured houses and modular homes like $SKY $CVCO and Clayton Homes of $BRK.B stand to benefit from this environment.

What do you think?