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10 Most Undervalued Real Estate Stocks To Buy According To Analysts

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In this article, we will discuss the 10 most undervalued real estate stocks to buy according to analysts.

Where is the US Real Estate Market Heading?

According to the National Association of Home Builders, $204 billion worth of goods were utilized in the construction of new single-family and multifamily housing in the US in 2024, out of which $14 billion were imported from outside the country. Softwood lumber and gypsum are two essentials used in new home construction and are majorly imported from Canada and Mexico. The new President has warned that he might place reciprocal tariffs on Canadian dairy and lumber that might be implemented soon. Earlier, tariffs on Canada and Mexico went into effect on March 4. Later, President Trump paused tariffs on products from Mexico and Canada covered by the USMCA free trade agreement until April 2.

Simultaneously, it is worth noting that the average rate on a 30-year mortgage has been declining since mid-January. While the average rate is at its lowest level since December 12, it is still higher relative to January 2021’s 2.65% record low. Joel Berner, senior economist at Realtor.com, stated the situation as follows:

“We do not anticipate significant relief from high mortgage rates in the near future because of inflation remaining stubbornly high, which will not be helped by the tariffs that the Trump administration appears committed to rolling out”

On the bright side, mortgage applications witnessed a weekly rise thereby indicating that the mortgage rates have fallen enough to bring some potential home buyers and current homeowners back into the market. According to the Mortgage Bankers Association’s seasonally adjusted index, total mortgage application volume climbed 20.4% for the week ending February 28 compared with the prior week.

With that being said, let’s move to the 10 most undervalued real estate stocks to buy according to analysts.

Aerial view of a real estate complex with several residential lots under construction.

Our Methodology

In order to compile a list of the 10 most undervalued real estate stocks to buy according to analysts, we first used a stock screener to screen real estate stocks that have a forward P/E lower than 15. Moving on, we shortlisted the 10 stocks with the highest average upside potential, as of March 6. The 10 most undervalued real estate stocks to buy according to analysts have been arranged in ascending order of their average upside potential. We have also added the hedge fund sentiment for each stock, as of Q4 2024.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

10 Most Undervalued Real Estate Stocks To Buy According To Analysts

10. Rithm Capital Corp. (NYSE:RITM)

Average Upside Potential: 10.64%

Forward P/E: 5.95

Number of Hedge Fund Holders: 33

Rithm Capital Corp. (NYSE:RITM) is an asset manager focused on real estate and financial services. The firm invests across a variety of real estate and financial services assets some of which include residential mortgage loans, consumer loans, residential transitional loans, and commercial real estate. Rithm has a family of operating companies including Newrez, Genesis Capital, and Sculptor.

Rithm Capital Corp. (NYSE:RITM) has grown from a manager of just mortgage servicing rights to an investment platform with an opportunistic portfolio across the real estate and financial services sectors. The firm has a distinct competitive advantage in the form of vertically integrated operating companies with capabilities in direct asset sourcing, asset optimization, and capital markets. This diversified portfolio of investments and operating companies has offered the company resilience against changing economic conditions.

Rithm Capital Corp. (NYSE:RITM) is a high-performing diversified asset manager that has delivered 76% earnings growth since Q1’21. The firm closed 2024 with robust earnings and a strong performance in each of its core businesses. The firm recorded earnings available for distribution per diluted common share of $2.10 in fiscal year 2024, demonstrating a 27% year-over-year growth. Overall, the diversified portfolio, robust asset-generating franchises, and strong earnings deem Rithm Capital Corp. (NYSE:RITM) a potential investment opportunity.

9. Franklin BSP Realty Trust, Inc. (NYSE:FBRT)

Average Upside Potential: 13.66%

Forward P/E: 9.44

Number of Hedge Fund Holders: 9

Franklin BSP Realty Trust, Inc. (NYSE:FBRT) originates, acquires, and manages a diversified portfolio of commercial real estate debt primarily first mortgage loans. The REIT’s portfolio of debt investments is generally secured by real estate located within and outside the US. Additionally, the firm invests in subordinate loans, mezzanine loans, and securities. As of December 31, 2024, FBRT had approximately $6 billion of assets.

Franklin BSP Realty Trust, Inc. (NYSE:FBRT) maintains a diversified portfolio that is capable of generating attractive risk-adjusted returns and a stable income. One of the strengths of the real estate investment trust is that the process is handled internally including the origination, underwriting, and asset management. In addition to extensive origination, underwriting, and asset management capabilities, the REIT boasts a strong network of broker and borrower relationships which leads to proprietary deal flow and an extensive pipeline of investment opportunities.

On March 10, the company announced the planned acquisition of a privately held commercial real estate finance company, NewPoint Holdings JV LLC. While the acquisition has been planned for the third quarter of 2025, it marks a transformative transaction for the firm as the combined operations offer an opportunity for earnings growth as well as broaden the firm’s multifamily operations to include agency and mortgage servicing alongside its existing commercial real estate lending products.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…