Existing Home Sales Reaction & Survey Updates

Ryan discussed his thoughts on the recent June existing home sales data, shared our outlook for June pending home sales to be released next Wednesday, and discussed takeaways from our recent Mortgage & Broker Surveys.

Videos

Building Products Update

Building Products Update

Adam hosted a call to discuss recent survey takeaways and thoughts on building product stocks ahead of 2Q24 earnings season.

Homebuilding Update

Homebuilding Update

Alan hosted a call to discuss recent survey takeaways and thoughts on homebuilding stocks ahead of 2Q24 earnings season.

Spotlight CC: Toll Brothers

Spotlight CC: Toll Brothers

Ivy and Alan hosted a fireside chat with Doug Yearley, Chairman & CEO and Marty Connor, CFO at Toll Brothers. They had a high-level discussion of the company’s key strategic initiatives and points of differentiation.
 

Spotlight CC: The Real Brokerage

Spotlight CC: The Real Brokerage

Ryan and Ivy spoke to with Tamir Poleg, Co-Founder, Chairman and CEO of The Real Brokerage (REAX), a fast-growing residential brokerage posting 66-78% growth in agent count and closed transactions in 2023, moving up the ranks as now the 6th largest brokerage in the country. They discussed the company’s technology platform and agent value proposition, its brokerage and ancillary services growth initiatives, and broader views on the macro housing backdrop and brokerage industry dynamics.