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PHM’s focus on Gen X aligns with a major demographic shift. Historically, similar transitions like the baby boomer retirement wave boosted homebuilder valuations over time.
What happened, with direct paths to the underlying reporting
Gen X will outnumber boomers by 2028. Demand for tailored seniors housing grows. PHM targets Gen X via Del Webb 55+ communities. This improves market positioning. Modern amenities like pocket offices and wellness-focused designs are featured. Designs suit Gen X tastes. Industry faces an $800B senior housing supply gap. Growth opportunities span across major homebuilders.
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