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buildingversusbanka

Dan Oppenheim leads the Consumer and Housing research at SSR.  He has covered the full housing landscape with sell-side tenure at Goldman Sachs, Bank of America, Credit Suisse, Zelman & Associates and UBS. Dan provides a holistic view of the consumer and housing sectors, covering home centers, building products, homebuilders, multi- and single-family REITs, and mortgage insurers. He’s been ranked on the Institutional Investor All-Star Team six times,  and has been recognized by clients for his independent analysis, deep network of contacts within the industry, and his ability to understand market conditions to forecast future trends. Dan earned his BA in Economics from Swarthmore College.

Coverage Universe
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Coverage Universe

Coverage Universe

Brokers: RLGY

Building Products: BECN, FBHS, MAS, MHK

Homebuilders: DHI, KBH, LEN, MDC, MTH, NVR, PHM, TOL, WLH

Home Centers: HD, LOW

Mortgage Insurers: ESNT, GENW, MTG, NMIH, RDN

Multi-family REITs: AIV, AVB, CPT, EQR, ESS, MAA, UDR

Single-family REITs: AMH, INVH

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