A WSJ report said Carlisle has made repeated unsolicited bids to buy Owens Corning for well over $10B. Owens Corning has not entered meaningful talks, but the attempt highlights accelerating consolidation among building products players.
A question has hovered over America’s publicly traded homebuilders as the price, pace and margins plot thickened on or about February 28, 2026. How big is big enough anymore, especially with the cloud of uncertainty that intensified on the day the Iran War began? Taylor Morrison Home Corp.‘s recently filed proxy statement, detailing the process […]
Executives at United Wholesale Mortgage and Two Harbors Investment Corp. raised the heat in an email exchange during their latest round of deal negotiations.
For weeks, a central question surrounding Dream Finders Homes‘ pursuit of Beazer Homes has been unambiguous: Will Dream Finders’ offer for the company and its public relations campaign be enough to convince Beazer shareholders that a sale should occur? A just-completed debt refinancing by Beazer Homes likely raises the cost of any acquisition of Beazer. […]
With interest rates in a higher-for-longer environment, mortgage and real estate companies have realized that long-term survival requires market share growth via M&A.
Berkshire Hathaway’s planned acquisition of Taylor Morrison has opened the door for us to explore a set of uber-themed questions: about homebuilders’ present and future valuations, leadership and scale, and to the question that public homebuilder boards may now be asking: whether to build toward greater scale or join it. A related question may be […]