Cavco, Champion eye long-term growth from chassis removal

Since the 21st Century ROAD to Housing Act became law on July 11, the conversation about removing the permanent chassis requirement for manufactured homes has shifted. Before it was all about advocacy. Now, it’s all about the realities of implementation and execution risk.  On earnings calls since the bill’s passage, executives at Cavco Industries and […]

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New View Advisors’ Michael McCully on reverse mortgage M&A

As a wave of mergers and acquisitions (M&A) continues to impact the broader mortgage space, today’s deal activity in the reverse mortgage sector is less about splashy headlines and more about structural pressure building across the industry, according to Michael K. McCully, a partner at New View Advisors. As McCully puts it, “there are two

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