Lennar (LEN): US housing resilience after rate cuts

Lennar enters the post–rate‑cut environment as one of the clearest barometers of how resilient US housing demand can be when mortgage pressures start to ease but structural supply shortages remain. The builder’s scale, land strategy, and “everything’s included” product positioning have helped it navigate one of the most volatile interest‑rate cycles in recent memory. Now, as the Federal Reserve shifts from aggressive hikes to a more accommodative stance, Lennar’s results and strategy provide a window into how single‑family housing could perform through the next phase of the cycle.

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