Our basic investment philosophy is that fundamentals will eventually be reflected in stock prices.
We believe there is no virtue in being bullish or bearish per se, but in being right for the right reasons. What matters is at the end of the day is helping our clients make money.
Invest with us
We travel constantly all over the country visiting hundreds of homebuilding communities every year and meet with industry executives, community sales people, land brokers, field management, real estate brokers, subcontractors, and other local industry experts who contribute to our research process.
Your key to the future of housing
Our primary goal is for our clients to preserve their capital
A word from our clients
Very good service
“No one delivers more differentiated and money-making research than does Alex. He’s made me more money in my career (long and short) than any other analyst in any sector.”
The integrity of his work
“I've been a client of Alex for over ten years, the depth of his research and the integrity of his work is unparalleled! Alex's insight, analysis and experience has consistently resulted in identifying profitable investments throughout bull and bear markets.”
“Alex Barron’s proprietary on-the-ground research and channel checking are unparalleled. Barron marries exhaustive, in-depth field work with thoughtful fundamental analysis”
Frequently Asked Questions
Why Field Research is Essential?
Housing is an asset class that has continuous demand yet is cyclical. It is highly visible yet largely misunderstood. There are a lot of “talking heads” and “experts”, yet there is a lot of bad research coverage because no one spends time in the field. Seeing things first hand makes all the difference in the world. Everyone will willingly share good news but no one will volunteer the bad news until it is too late.
We have demonstrated an ability to pick up on inflection points and new trends earlier than most market participants, and have made recommendations that have consistently outperformed over the last decade. It’s what we know. It’s what we do. It’s what we live and breathe every day!
What we do?
Housing Research Center is focused only on US homebuilders, Howard Hughes, and American Homes 4 Rent. We cover one industry in-depth rather than 50 stocks across many sectors with little depth.
What we do,
We are HRC
We combine our field work with basic logic, human psychology, sound economic theory and personal experience.
We believe that our clients are best served by an independent point of view that is not clouded or influenced by the well-known conflicts of interest inherent in working for an investment bank whose primary clients are ultimately the companies themselves and not the investors.
Our primary goal is for our clients to make money
Visualize the future of the Housing Market