Rehaut’s career includes previous stints at Salomon Smith Barney and NatWest Markets. A graduate of NYU’s Stern School of Business and a CFA charterholder, he will oversee a broad scope of coverage encompassing homebuilders, building products manufacturers, and distributors. His appointment signals a strategic expansion for Melius, which aims to integrate housing insights into its existing industrials and consumer-focused research models.
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Michael Rehaut Joins Melius Research to Lead Housing Coverage
After a twenty-four-year tenure at J.P. Morgan, veteran equity analyst Michael Rehaut is moving to Melius Research. He joins the independent firm as a Managing Director to spearhead its housing research division, bringing a track record that includes 15 appearances on Institutional Investor’s top analyst lists.

Chairman and CEO Scott Davis described the move as a response to the growing thematic importance of the housing market for investors. Melius President Scott Weiss noted that the addition aligns with the firm’s broader efforts to attract senior talent to its independent platform. The firm, known for its cross-sector analytical approach, expects Rehaut’s expertise to refine its ability to identify market catalysts and long-term trends.
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