Carpathian Capital Management

Investment Portfolio

Fed’s Potential Rate Cut Amidst Housing Market Slowdown

Fed’s Potential Rate Cut Amidst Housing Market Slowdown

In our lines of business, we deal with many smaller builders, for whom the slowdown over the past two years has been significant. In this article, Tim Smart is summarizing a recent slowdown nationally in the new construction segment of the housing market. He feels it...
What Investors Can Learn from Lennar’s Strong Q2 Performance

What Investors Can Learn from Lennar’s Strong Q2 Performance

Lennar, the second-largest homebuilder in America, recently reported strong Q2 results, which provide some interesting insights into the current market. Lennar saw a 15% increase in deliveries, driven by factors such as pricing, sales incentives, and margin control....
Housing Prices Hit New Record High Nationally

Housing Prices Hit New Record High Nationally

Here is an interesting WSJ article detailing that home prices have hit a new record high nationally. Despite higher mortgage rates, limited home supply is driving prices up. The trend is evident in the Minneapolis-St. Paul metro area as well. Recent data from...