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Week of March 16, 2026
03/16/2026
Sun Communities
Significant Business Transformation Under Way
03/16/2026
Equity LifeStyle Properties
Valuation More Than Reflecting Best-in-Class Performance
03/16/2026
REIT Valuation Snapshot
Evaluating Preferences for Residential REIT Sectors
03/16/2026
Launching Coverage on the MH REITs
Expect Valuation Premium to Shrink, Initiating at Underweight
03/16/2026
Lennar
A Dim Light at the End of the Tunnel
03/16/2026
Housing Market Update
Housing Market Update
03/13/2026
Mortgage Survey
Awaiting Better Trends, But Some Signs of Life
03/13/2026
Lennar
Mixed Quarter, but Have Margins Bottomed?
03/12/2026
Macro Housing Quick Take
Strength in MF Starts Drives Upside Relative to Our View
03/12/2026