Market PositionThe combination of going asset-light, optimizing the balance sheet, scaling operations, and faster building cycle times should drive Lennar's return on equity higher.
Operational EfficiencyLennar's shift towards a manufacturing-based strategy, including its 'everything’s included' model, is expected to drive greater efficiencies.
Strategic InitiativesAnalysts are encouraged by Lennar's ongoing progress towards an asset-light model, leading to consistent production pace and increased cash generation.