Asset-Light, Volume-Focused: Is LEN's Model Built for a Slow Market?

Key Takeaways Lennar focuses on aligning production with demand to maintain balance in a slow housing market.The company's cycle time hit a record low of 126 days, driving stronger inventory turnover.With 98% of land optioned, Lennar's asset-light model supports agility amid housing uncertainty.Lennar Corporation (LEN) continues to navigate a housing market defined by affordability challenges and softening demand. Elevated mortgage rates and higher construction costs have limited affordability, leading to c ...