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LGI Homes: Land Acquisition Strategy & Underwriting Culture

Partner Interview
LGI HomesUSSmall CapD.R. HortonLennar
Jan 27, 2026

LGI Homes: Sales Playbook & Margins

Partner Interview
LGI HomesUSSmall CapD.R. HortonLennarMeritage Homes
Jan 23, 2026

LGI Homes: From Volume Starter Homes to Margin-Driven Upgrades

Partner Interview
LGI HomesUSSmall CapLennarD.R. HortonMeritage Homes
Dec 19, 2025

Builders FirstSource: Vertical Integration, Lead-Time Control, and Cycle-Time Savings

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IP Interview
Builders FirstSourceUSMid CapQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesLowesThe Home DepotCornered ResourceB2B Middlemen
Nov 25, 2025

NVR: Operational Discipline

Partner Interview
NVRUSLarge CapLennarPulteGroupD.R. HortonLGI HomesMeritage Homes
Jul 31, 2025

NVR: Land Acquisition Model & Corporate Culture

Partner Interview
NVRMeritage HomesLGI HomesLennarD.R. HortonTaylor Morrison Home
Jul 3, 2025

QXO & US Building Product Distribution: A Manufacturer's Perspective

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IP Interview
QXOBuilders FirstSourceCertainTeedThe Home DepotGMSRexelD.R. HortonLGI HomesMeritage HomesLennarOwens CorningCornered ResourceB2B Middlemen
Jun 26, 2025

QXO, Builders FirstSource & US Building Distributors: A Home Builder's Perspective

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IP Interview
Builders FirstSourceQXOBeacon Roofing SupplyLGI HomesLennarNVRD.R. HortonMeritage HomesKB HomeThe Home Depot84 LumberLowesDream Finders HomesCornered ResourceB2B Middlemen
May 12, 2025

LGI Homes: Building In Sets & Process-Based Culture

Partner Interview
LGI HomesUSSmall CapMeritage HomesD.R. HortonLennar
Dec 2, 2024

Builders FirstSource: Scale Advantage & Capital Allocation

Partner Interview
Builders FirstSourceUSMid CapLennarLGI HomesMeritage HomesD.R. HortonNVRSyntaxToll Brothers
Oct 25, 2024

LGI Homes, Lennar, D.R. Horton & US Homebuilding Scale Advantages

Partner Interview
LGI HomesUSSmall CapMeritage HomesD.R. HortonLennar
Oct 22, 2024

Builders FirstSource and the US Truss Manufacturing Market

Partner Interview
Builders FirstSourceUSMid CapQXOLennarNVRLGI HomesMeritage HomesCornered ResourceB2B Middlemen
Oct 13, 2024

Builders FirstSource: US Homebuilding Cyclicality, Pricing, & Vertical Integration

Partner Interview
Builders FirstSourceUSMid CapLGI HomesLennarMeritage HomesD.R. HortonNVRDream Finders HomesThe Home Depot
Oct 6, 2024

Builders FirstSource: BMC Integration, Product-Market Fit & Distributor Relationships

Partner Interview
Builders FirstSourceUSMid CapWeyerhaeuserLGI HomesMeritage HomesLennarKB HomeLowesThe Home Depot
Sep 26, 2024

Builders FirstSource & US Building Materials Market: Supply Chain, Market Consolidation and Specialty Products

Partner Interview
Builders FirstSourceUSMid CapQXOD.R. HortonPulteGroupLGI HomesMeritage HomesCornered ResourceB2B Middlemen
Aug 23, 2024

LGI Homes, Lennar, D.R. Horton: US Building Material Supplier Relationships

Partner Interview
LGI HomesUSSmall CapLennarD.R. Horton
Aug 8, 2024

LGI Homes: US Homebuilders Market Dynamics

Partner Interview
LGI HomesUSSmall CapD.R. HortonMeritage HomesCentury CommunitiesLennarPulteGroupRedfin
Mar 22, 2024

LGI Homes: New Home Sales Process

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IP Interview
LGI HomesUSSmall CapLennarD.R. HortonMeritage Homes
Mar 13, 2024

LGI Homes, Lennar, D.R Horton: US Homebuilder Market Dynamics

Partner Interview
LGI HomesUSSmall CapLennarD.R. HortonPulteGroupMeritage Homes
Mar 7, 2024

LGI Homes: Underwriting Process & Quality

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IP Interview
LGI HomesUSSmall CapRedfinPulteGroupNVRLennarD.R. Horton
Nov 23, 2023

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