Meritage Homes Corporation
Meritage Homes Corp is engaged as a designer and builder of single-family attached and detached homes. It has operations in three regions: West, Central, and East, comprising ten states: Arizona, California, Colorado, Texas, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Utah. The company operates with two principal business segments: homebuilding and financial services. The homebuilding segments are engaged in the business of acquiring and developing land, constructing homes, marketing and selling those homes, and providing warranty and customer services, and the financial services segment offers title and escrow, mortgage, and insurance services. The company generates key revenue from the homebuilding segment.www.meritagehomes.com
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Search complete. 3 mentions across 2 episodes found for "Meritage Homes Corporation".
Oct 17, 2026
Jason HallGUEST
Um, but they're focused where the net migration trends are still really positive, where affordability is still better, um, and long term, the opportunity to expand supply is still really strong.
Jason HallGUEST
So like Green Brick Partners, ticker GRBK, um, Meritage Homes, ticker MTH Got a little story about Meritage I'll share in a minute.
Jason HallGUEST
Um, those are, those are...
Jason HallGUEST
Really, those are consistently my two, my two favorite.
7 MINS LATER
Jason HallGUEST
I will say this, I think you're probably right on KB Homes, um, some of the, the big guys, right? The, the...
Jason HallGUEST
Because they're, they're in so many tough markets already.
Jason HallGUEST
I think there's a better chance that, for example, Meritage Homes, which builds so much in the Southeast, those markets can get healthy quickly, and they can be laser-focused in those markets and, and get supply online pretty quick, and they can do fine.
Jason HallGUEST
But I'm, I'm not buying right now because I think there's other corners of the market I would rather invest.
Seth WilliamsGUEST
Typically, the most that I would get involved with would be something like subdividing your entitlements, but not anything that's going to extend it beyond like six months to a year.
Logan FullmerHOST
Okay, so that wouldn't be like something that you're going to put 250 lots on and sell to Meritage Homes.
Logan FullmerHOST
It wouldn't be that because that's a multi-year step probably.
Seth WilliamsGUEST
I've not done anything like that, no.