The Housing Team takes a top down approach to covering the residential real estate market, helping investors to front-run major inflections in the largest and most broadly held domestic asset class. The team provides hyper-consumable distillation of the high frequency housing macro data as well as deep-dive thematic, demographic and industry fundamental research. Their comprehensive coverage of the Housing sector represents the collective effort and expertise of Hedgeye's U.S. Macro and Financial's Team

Js

Josh Steiner

contact Josh
Title Managing Director
Sector Financials, Housing
Experience

Lehman Brothers

Amaranth Group

Millennium Partners

CE Unterberg

Joined 2009
Education University of Rochester
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RT @Hedgeye: The Short Case on American Express $AXP Has Grown More Compelling via Josh Steiner @HedgeyeFIG app.hedgeye.com/insights/76257…
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Recent Media Coverage

2016-11-10

One of US’s Richest Towns Could Be In For a Housing Market Meltdown

The uber rich should worry.

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2016-08-23

The Biggest High-End Housing Risk May Be Money Laundering

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2016-06-08

America’s Retirement Crisis Is Here

The crisis has arrived and will likely be a millstone on U.S. growth for years to come.

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Research Archives

**Call REPLAY** - Bats Global Markets (BATS) | The Little Engine That Could

We hosted a BlackBook call on recent IPO Bats Global Markets (BATS) last week. We have added shares to our Long bench this morning with a $34 fair value and think a tactical entry point will come about after 2Q16 earnings which will make the stock a Best Ideas Long. Enclosed is the replay to our call and associated materials.

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ECPG AND PRAA | VINTAGE ANALYSIS UPDATE

When Encore Capital Group (ECPG) and PRA Group (PRAA) reported earnings two weeks ago, we highlighted that the former is showing growing signs of the slowdown ahead while the latter is already engulfed in a meltdown.

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Lazard (LAZ) | Trending Not Mending

We are lowering our full year LAZ earnings estimate to $2.49 for '16 and remain at $2.57 for '17, -17% and -27% below Consensus

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