Jay McCanless

Senior Vice President, Equity Research

(213) 688-8000
142 W. 57th Street
5th Floor
New York, NY 10019

AREA OF FOCUS

Homebuilders

Building Products

ASSOCIATIONS

  • Series 7, 63, 86, & 87 Certifications

ANALYST BIOGRAPHY

Jay McCanless is a Senior Vice President of Equity Research, covering the Homebuilders and Building Products sectors. In his more than 14 years in financial services, he covered REITs, building products, and home furnishings for a number of sell-side firms. Jay received a B.S.M. in Finance from Tulane University’s A.B. Freeman School of Business and his MBA from Belmont University’s Massey School of Business. Jay also has his Series 7, 63, 86, and 87 certifications.

ANALYST EDGE

Jay’s Edge: Combines his long-term experience in financial modeling and report authoring, to deliver industry leading equity research for homebuilders and building product companies. The rising U.S. population feeds Jay’s interest in the business, and motivates his off-hours efforts with Habitat for Humanity. Maintaining an outlook and continued curiosity in the industry, allows Jay to have his secondary focus that includes regulatory research to create a broad industry picture.

COMPANIES UNDER COVERAGE

Building Products

  • Builders FirstSource Inc. (BLDR)
  • Green Brick Partners, Inc. (GRBK)
  • Universal Forest Products Inc (UFPI)
  • Virco Manufacturing Corp. (VIRC)

Homebuilders

  • Beazer Homes USA Inc. (BZH)
  • Cavco Industries, Inc. (CVCO)
  • Century Communities Inc. (CCS)
  • D.R. Horton Inc. (DHI)
  • Dream Finders Homes, Inc. (DFH)
  • KB Home (KBH)
  • Landsea Homes Corporation (LSEA)
  • Lennar Corp (LEN)
  • Legacy Housing Corporation (LEGH)
  • LGI Homes Inc. (LGIH)
  • Meritage Homes Corporation (MTH)
  • M/I Homes Inc. (MHO)
  • PulteGroup Inc. (PHM)
  • Skyline Champion Corp. (SKY)
  • Smith Douglas Homes Corp. (SDHC)
  • Taylor Morrison Home Corp. (TMHC)
  • Toll Brothers Inc. (TOL)
  • TRI Pointe Group Inc. (TPH)
  • UMH Properties, Inc. (UMH)

Housing and Finance

  • Arbor Realty Trust, Inc. (ABR)
  • CoreCivic Inc. (CXW)
  • Fannie Mae (FNMA)
  • Freddie Mac (FMCC)
  • GEO Group, Inc. (GEO)
  • Guild Holdings (GHLD)
  • PennyMac Financial Services (PFSI)
  • PennyMac Mortgage Investment Trust (PMT)
  • Ready Capital Corp (RC)
  • Redfin Corporation (RDFN)
  • Redwood Trust Inc. (RWT)
  • Rithm Capital Corp. (RITM)
  • Rocket Companies (RKT)
  • United Wholesale Mortgage (UWMC)
  • Zillow Group, Inc. (ZG)