Real Estate (cycle) - Will pessimism give birth to multibaggers!

Hi All,

I see there are some of trends which are getting generated in real estate state.

1-> People who are working in corporate are looking to upgrade their current home.Kind getting moved to a new more secure,safer,better house.From that place they can operate their office work
2-> Companies are using leasing spaces near by their workforce which will be easier for the workforce to commute instead of earlier travelling to their office which is quite far from them.
3-> There will consolidation in the commercial space by big players having more deep pockets.Like the leveraged ones are going to sell out some of their non core assets build over years.

So basically all is not doomed which was anticipated for real estate sector in the Covid crisis.

Now coming to stock market which stocks/Companies are going to benefit out of this changing environment?Already most real estate players are significantly up from their March lows.

So wanted to invest in this space,Please share your valuable views

Thanks,
Deb

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