This report provides a monthly update on the Brazilian residential homebuilder sector, focusing on inventory, sales, and pricing trends in Sao Paulo, alongside valuation metrics for key homebuilders.
Key Takeaways
- 1.Inventory in the Sao Paulo market shows mixed trends; high-end (R$5mm+) segment inventory increased by 10% month-over-month with weakening sales-over-supply metrics.
- 2.The R$2.25mm to R$5mm price segment in Sao Paulo was the only segment to show an improvement in Sales-over-Supply (SoS), rising to 5.7%.
Table of Contents
- What's Inside
- LatAm Homebuilders Comp Sheet
- Valuation Trends
- Sao Paulo Residential Heatmaps
- Sao Paulo Residential Line Charts
- ABRAINC Trends
- Financing Trends
- Select US Market Fundamentals
- Price Performance Metrics
- Disclosure Appendix
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Authors
Jorel GuillotyIgor Machado
Securities
CYRE3.5ACURY3.5ADINR3.5ATEND3.SAMRVE3.SAEZTC3.SA
Themes
Residential Inventory RiskInterest Rate Sensitivity
Regions
South AmericaBrazil