Tolleson says housing investments offer diversification across portfolios as migration, affordability reshape opportunities

  • Tolleson Wealth Management flagged housing as a multi-asset diversifier, with migration, affordability strain, and demographics reshaping the investable opportunity set.
  • Affordability remains tight, with median US household income below the level needed to qualify for homeownership, supporting longer rental demand.
  • In US Southeast and Southwest multifamily, new-apartment completions are declining; parts of Texas show assets trading below replacement cost.
  • Senior housing equity gained appeal as the 80+ population grows, new supply lags, occupancies rebound, and operating leverage lifts net operating income.
  • Agency mortgage-backed securities offer yields broadly comparable to investment-grade corporate bonds, with lower default risk due to government or agency guarantees.


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