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How recommendation distribution changed over time
Only 1 analyst has covered this - limited data
Analysts are largely in agreement
Evaluated within the last 7 days
One-directional consensus
Stable interest level
Chronological view of analyst recommendations for this asset
The guest addresses the impact of the newly announced credit package for urban transformation on the sector and the improvement of financing conditions.
BloombergHTThe speaker examines housing sales statistics, loan utilization rates, and the reflections of construction costs on real estate prices.
BloombergHTThe speaker evaluates legislative efforts to increase housing supply and expectations for sectoral cost reductions.
CNBC TelevisionThe speaker evaluates the effects of BRSA regulations on access to housing loans and the shifts in demand within the sector.
CNBC-eThe speaker details the recent amendments to the urban transformation law, the simple majority decision mechanism, and the legal processes that property owners need to pay attention to.
BloombergHTAndrew Paler from Morgan Stanley examines the Real Estate sector, noting its daily gains while advising an underweight position due to broader strategic considerations.
Yahoo FinanceThe speaker analyzes the effects of earthquake-resistant structures and urban transformation processes on real estate valuation, along with the sustainability factor.
Dünya Gazetesi TVThe speaker examines the low mortgage sales ratio despite record housing sales in 2025 and the potential effects of expected credit regulations on the sector in 2026.
BloombergHTThe speaker evaluates the expectations for the construction sector in 2026, focusing on access to finance and declining inflation following the stagnation of 2025.
CNBC-eThe speaker analyzes the impact of sustainability criteria on access to financing in the construction and real estate sectors and the sectoral transformation dynamics in 2026.
BloombergHTThe speaker analyzes the FX-based increases in construction costs, the impact of high interest rates on housing sales, and the sector's recovery expectations for the second half of 2026.
BloombergHTThe speaker interprets the potential activity in real estate investment trusts (REITs) with the start of the rate cut cycle. It is analyzed that liquid and project-generating companies could diverge.
CNBC-eThe speaker evaluates that the real estate sector could be the second prominent sector after banking with the start of the interest rate cut cycle and potential revival.
CNBC-eThe speaker evaluates the potential effects of interest rate cut expectations and housing supply on pricing, as well as developments in urban transformation projects.
BloombergHTThe guest addresses the impact of the newly announced credit package for urban transformation on the sector and the improvement of financing conditions.
* Does not constitute investment advice
The speaker examines housing sales statistics, loan utilization rates, and the reflections of construction costs on real estate prices.
* Does not constitute investment advice
The speaker evaluates legislative efforts to increase housing supply and expectations for sectoral cost reductions.
* Does not constitute investment advice
The speaker evaluates the effects of BRSA regulations on access to housing loans and the shifts in demand within the sector.
* Does not constitute investment advice
The speaker details the recent amendments to the urban transformation law, the simple majority decision mechanism, and the legal processes that property owners need to pay attention to.
* Does not constitute investment advice
Andrew Paler from Morgan Stanley examines the Real Estate sector, noting its daily gains while advising an underweight position due to broader strategic considerations.
* Does not constitute investment advice
The speaker analyzes the effects of earthquake-resistant structures and urban transformation processes on real estate valuation, along with the sustainability factor.
* Does not constitute investment advice
The speaker examines the low mortgage sales ratio despite record housing sales in 2025 and the potential effects of expected credit regulations on the sector in 2026.
* Does not constitute investment advice
The speaker evaluates the expectations for the construction sector in 2026, focusing on access to finance and declining inflation following the stagnation of 2025.
* Does not constitute investment advice
The speaker analyzes the impact of sustainability criteria on access to financing in the construction and real estate sectors and the sectoral transformation dynamics in 2026.
* Does not constitute investment advice
The speaker analyzes the FX-based increases in construction costs, the impact of high interest rates on housing sales, and the sector's recovery expectations for the second half of 2026.
* Does not constitute investment advice
The speaker interprets the potential activity in real estate investment trusts (REITs) with the start of the rate cut cycle. It is analyzed that liquid and project-generating companies could diverge.
* Does not constitute investment advice
The speaker evaluates that the real estate sector could be the second prominent sector after banking with the start of the interest rate cut cycle and potential revival.
* Does not constitute investment advice
The speaker evaluates the potential effects of interest rate cut expectations and housing supply on pricing, as well as developments in urban transformation projects.
* Does not constitute investment advice
Analysis is not available.
* Does not constitute investment advice
