Wall St.'s Nest Egg - the Housing Sector

Wall St.'s Nest Egg - the Housing Sector

Real estate has been the "comfort food" of investors in recent years. "Investors coming out of the debacle of the bubble have taken a lot of comfort in housing, an investment that they can count on -- and not much has happened to shake them of that view," Meckler said.

With mortgage rates restrained and inflation under wraps, Glassman said demand for real estate will remain relatively strong. But a significant jump in inflation would probably derail the market.