Subject: Re: Housebuilders
I've recently bought a basket of the UK house builders trading at 5 year lows. Persimmon, Bellway, Barratt, Taylor Wimpey, Redrow, Vistry. I bought some of each. Also worth a look as a sector play, pay some nice dividends and balance sheets are ok.

I've also been taking a look at British Land trading at 5 year lows and Shaftesbury which owns Covent Garden etc.Both commercial property plays trading at c35-40 discounts to NAV.