AP APO Apollo Global Management, Inc. Loading... : Bullish and Bearish Analyst Opinions

Lennar's land banking deliveries surged to 86% from 52% a year ago, showing that its just-in-time model with private capital partners (Apollo, Hearthstone, etc.) is scaling rapidly and reducing balance-sheet risk. — Indicates deepening reliance on alternative capital providers for land financing, which could drive fee income growth for Apollo and similar firms while insulating Lennar from land ownership risk.