Drew Mackintosh is the founder and principal of Mackintosh Investor Relations, a consulting firm focused on helping home building–related companies connect with the financial community. Mackintosh has over 20 years of work experience both on Wall Street and within the home building industry. He is a CFA charterholder.
Expectations coming into the quarter were high, and home builders, for the most part, delivered.
Hear from the home building analyst on the themes and thoughts ahead of first quarter earnings.
Several home building companies in the most recent quarter reported a significant year-over-year increase in lots controlled via option agreement.
Managing growth can be challenging, but, in the current environment, home builders have many financing options available to them.
The Wall Street analyst talks about the industry's current positive environment and whether he thinks 2021 will be a year for M&A activity.