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D.R. Horton bets operating rigor will outperform uncertain demand

Few homebuilding enterprises look so voraciously at other homebuilding operators’ share of new-home sales in any given arena as present and future opportunity as does D.R. Horton. When those Horton flags flap in the dry summer wind, you can almost hear them as lips smacking in anticipation of a good meal later in the day. […]

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Will Trump’s new Canadian tariffs add cost risk for builders?

On Monday, President Donald Trump threatened to impose 50% tariffs on most Canadian goods, raising questions about the potential impacts on homebuilders and residential construction costs.  The tariffs, which would take effect in 30 days if the United States and Canada can’t negotiate an agreement, would impact multiple materials utilized by homebuilders. However, while tariffs

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The JMG acquisition gives teams leverage, but not equal valuations

When Keller Williams announced its acquisition of the Jason Mitchell Group (JMG) earlier this month, Steve Murray, the co-founder of RealTrends Consulting, felt it was an historical moment for real estate companies with models similar to JMG, such as Mark Spain Real Estate, PLACE or Robert Slack Group.  “The acquisition of Jason Mitchell Group means

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