At the start of 2025, all these housing stocks looked similar. They were small, volatile, and tied to the same housing market.
Then something unexpected happened.
In mid-July, a high-profile investor posted a very bullish message about Opendoor (OPEN) on X (Twitter). What followed was one of the most dramatic stock moves of the year.
This chart shows what happened if you invested $10,000 at the start of 2025 in four housing-related stocks:
- Opendoor (OPEN) – online home buyer
- Offerpad (OPAD) – direct competitor
- Lennar (LEN) – traditional home builder
- Zillow (ZG) – housing platform
All started the year at the same dollar amount. By the end, the outcomes could not be more different.
The 2025 Housing Stock Scorecard
Starting investment: $10,000 (January 2025)
| Ticker | Company | Final Value ($) | Total Growth (%) |
|---|---|---|---|
| OPEN | Opendoor | $36,729.56 | +267.30% |
| ZG | Zillow | $9,894.41 | -1.06% |
| INVH | Invitation Homes | $9,243.49 | -7.57% |
| LEN | Lennar | $8,123.08 | -18.77% |
| OPAD | Offerpad | $4,440.30 | -55.60% |
How to Read This Table
This scorecard shows what happened if you invested $10,000 at the start of 2025 in each housing-related stock and held through the year.
All companies operate in or around the housing market, but the results were very different.
When One Jumps, Both Jump
This chart shows how Opendoor (OPEN) and Offerpad (OPAD) moved during 2025 — and how closely their prices were linked at different times.
The chart has two parts:
- Top chart: Price movement of OPEN (red) and OPAD (orange)
- Bottom chart: How closely the two stocks moved together (correlation)
Final Conclusion
All the charts tell the same story: even when housing stocks move together for a while, they don’t end up in the same place.
At the start of 2025, fear pushed Opendoor and Offerpad down at the same time. Later in the year, excitement lifted both stocks together. For a period, they traded almost like one group. When one moved, the other followed.
But as time went on, the difference became clear.
Opendoor (OPEN) finished far ahead. It delivered very large gains and kept much of its rise, even after big pullbacks.
Offerpad (OPAD) could not hold its gains. It jumped during the hype, but most of that move faded, and the stock ended much lower.
Zillow (ZG) and Lennar (LEN) were steadier. They didn’t produce big gains, but they also avoided the sharp swings seen in the smaller stocks.
DISCLAIMER: NOT FINANCIAL ADVICE
The content on this blog (including all text, data, code, and charts) is provided for educational and informational purposes only. I am not a licensed financial advisor, investment builder, or tax professional.
Investments involve risk: The stock market is volatile, and you can lose part or all of your investment. Past performance is not a guarantee of future results. Any tickers mentioned are used as examples of historical data analysis and are not recommendations to buy or sell.
Do your own research: Before making any financial decisions, you should conduct your own due diligence or consult with a qualified financial professional. Use of the Python code provided in these posts is at your own risk; I am not responsible for any financial losses or technical errors resulting from the use of this information.