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NVRBULLISHCore thesis · 5/5

NVR's capital-light LPA model as a structural advantage

The thesis argued is that NVR's land purchase agreement (LPA) business model, which uses options to control land rather than owning it outright, provides a capital-efficient, low-risk advantage over traditional homebuilders.

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NVR: NVR's capital-light LPA model as a structural advantage · Zortix