I guess if inflation gets going (a high probability IMO) then housing will probably do OK. All the inputs to a house lumber, fixtures, land etc will be going up in price as well. In the 77-80 inflation time housing did very well. Only trouble is that RE is easy to tax and that could be a problem.
During the 77-80 inflation period I remember that forest products-timber-lumber companies were hot. They were looked upon as an inflation hedge. I don’t know if that’ll be the case this time around.