Toll Brothers (TOL) Earnings Breakdown: Will 2026 Turn Around?
Alex Barron and Rogers Healy react to Toll Brothers (TOL) earnings. Rogers is “unsurprised” by the results, saying “they’re playing the margin game and getting squeezed.” He notes that their average price point is almost a million dollars, and that top-end real estate tends to get hit first when th…
Are Institutional Investors Actually the Problem in Real Estate?
Alex Barron and William Lee react to President Trump’s comments about removing institutional investors from the housing market, saying “people live in homes, not corporations.” William discusses how planned communities are becoming less affordable and thinks that limiting institutions will be only …
Toll Brothers (TOL) Wins by Serving Luxury, but is There More Upside?
Erin Sykes and Alex Barron dissect Toll Brothers (TOL) earnings, with the stock falling after the report. Alex argues the valuation is near historical highs, “in some ways discounting a lot of good news going forward.” However, he thinks they had a great quarter overall. Erin says Toll Brothers ben…
Sunday Special: ’Tis the Season for Cookies
The first week of December at The New York Times is known as “Cookie Week.” Every day, for seven days, our cooking team highlights a new holiday cookie recipe. This year’s batch features flavors that aren’t necessarily traditional holiday ones — or even, for that matter, flavors. Instead, they draw…
KB Home (KBH) Earnings Presage ‘Dud’ Spring Selling Season, Affordability Crunch
Alex Barron and Tsvetta Kaleynska break down KB Home (KBH) earnings and the real estate sector. Tsvetta, who focuses on social media sentiment, notes that housing conversations online are “extremely negative” around affordability with a lot of buyers “walking away.” She adds, “The monthly math [doe…
Sunday Special: ’Tis the Season for Cookies
The first week of December at The New York Times is known as “Cookie Week.” Every day, for seven days, our cooking team highlights a new holiday cookie recipe. This year’s batch features flavors that aren’t necessarily traditional holiday ones — or even, for that matter, flavors. Instead, they draw…
Inside Out: Housing Market Fears Abating?
Alex Barron believes the bottom of the housing market is here. He says the "fear factor" from the Iran war has faded at this point as the summer home selling season ramps up. Alex notes margin pressures that face homebuilders including some price cutting practices to incentivize consumers looking t…
INDYCAR Flashback - 2003 Michigan International Speedway
This week Alex and Paul look back at the 2003 race at Michigan International Speedway. Featuring highlights and an interview with Alex Barron, you do not want to miss this look back at his historic spin and win.
D.R. Horton (DHI) Finds Bright Spots Amid a Slowing Housing Market
Morningstar's Suryansh Sharma and Housing Research Center's Alex Barron break down D.R. Horton's (DHI) earnings beat and lowered guidance. They highlight improving margins, disciplined homebuilding activity, and why housing inventory may be tighter than headline data suggests.
======== Schwab Netw…
LEN Earnings: Signs of Housing Market Stabilizing Despite Revenue, Guidance Miss
Alex Barron, president and founder of Housing Research Center, breaks down the latest earnings from Lennar (LEN) and what they signal for the U.S. housing market. Reduced delivery guidance serves as a headwind, but improving margins and easing incentives offer signs of improvement as the market wor…
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