Lumber futures are nearing $1000 and even the cheapest contract on the market is now above the pre-pandemic record. Single-family starts and homebuilder…
McAlinden Research PartnersFebruary 18, 2021
Home sales rose 20% YoY last month. With inventory in continual decline, homebuilders are expected to boost their plans to…
McAlinden Research PartnersDecember 1, 2020
On an annual basis, September's new home sales were up by almost a third. Homebuilders are radiating with record optimism while…
McAlinden Research PartnersOctober 28, 2020
August housing data, along with record homebuilder sentiment in September, shows the market still on a tear. Though material costs…
McAlinden Research PartnersSeptember 29, 2020
Lumber prices touched a new record yesterday amid an ongoing rebound in the housing market, as well as an explosion in…
McAlinden Research PartnersAugust 18, 2020
A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…
McAlinden Research PartnersJuly 31, 2020
Homebuilder stocks were not spared by the downturn in equities we saw in March-April amid the global outbreak of COVID-19,…
McAlinden Research PartnersJune 30, 2020
Early indications point to housing data bouncing off of a bottom in the April – May period. Homebuilders have rallied…
McAlinden Research PartnersJune 9, 2020
Since the US equity market bottomed on March 23, shares of U.S. homebuilder companies have enjoyed a spectacular 50% rally,…
McAlinden Research PartnersMay 11, 2020
