ISI International Strategy & Investment

Homebuilding

Stephen East, CFA
Stephen East, CFA

Senior Managing Director
Homebuilding Analyst
ISI’s Homebuilding Research Team

L to R: Paul Przybylski, Stephen East
Truman Patterson

Coverage Universe

DHI

FBHS

KBH

LEN

MAS


MDC

MHK

MTH

NVR

PHM


RYL

SPF

TMHC

TOL

 

ISI’s Homebuilding Research Team, headed by Stephen East, creates thought-provoking, non-consensus research garnering industry-wide recognition as a unique value-added product. The team produces actionable investment ideas by challenging investors to question the status quo through qualitative, quantitative and key market insights.

The team’s differentiated research incorporates extensive field research, bottom-up analysis, discussions with industry experts and ISI’s Macroeconomic, Government Policy and Real Estate teams. This extensive research combined with corporate visits and access provides clients with an edge in making educated investment decisions in the housing-related sector.