Fundamental Research
Homebuilding
L to R: Paul Przybylski, Stephen East
Truman Patterson
Coverage Universe
DHI
FBHS
KBH
LEN
MAS
MDC
MTH
NVR
PHM
RYL
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.