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.
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