◆ Contrarian Corpus
Campaigns / Land & Buildings → D.R. Horton and Invitation Homes
Land & Buildings vs. D.R. Horton and Invitation Homes

D.R. Horton and Invitation Homes · DHI/INVH

1 deck published between 2020-05-19 and 2020-05-19 — 5 pages, 5 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2020-05-19 initial thesis

    2020 05 LandB Housing Supercharged Post COVID 19 White Paper

    5pp · research_note

    COVID-19 has supercharged the suburban single-family thesis; entry-level homebuilder D.R. Horton and single-family rental REIT Invitation Homes trade 20%+ below highs despite accelerating demand.