NVR - This Homebuilder Could Produce Big Returns for Patient Investors
We have a serious housing shortage in the United States, with existing home inventories at their lowest level in recent history and labor, material, and supply chain issues preventing new home builders from keeping up with demand. However, this is also creating a long-tailed opportunity for builders as labor markets and supply chains gradually normalize.
One homebuilder in particular that could be worth a look for long-term investors is Dream Finders Homes (NASDAQ: DFH) , which uses an asset-light business model.
Dream Finders is a homebuilder, but CEO Patrick Zalupsky thinks of himself as more of a capital allocator than anything else, as he told me in a recent interview . Take the company's business model, for example. Dream Finders uses an asset-light homebuilding model that was pioneered by industry heavyweight NVR (NYSE: NVR) and allowed that company to produce 52,000% total returns (not a typo) since its 1993 IPO.
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This Homebuilder Could Produce Big Returns for Patient Investors