“Debt has become so expensive to a point where the debt is more expensive than the cap rates on a lot of these properties that they’re [homebuilder companies] trying to buy” by Marketing | Jul 28, 2023 | Market Notes, Media NotesBuy Lennar & UnitedHealth, Sell utilities: Portfolio manager’s top trades
“We took the contrarian stance because a lot of these names [homebuilders] were actually trading at half, 50% of their book value” by Marketing | Jul 26, 2023 | Market Notes, Media NotesA contrarian view on homebuilder stocks
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