Real Estate Development: 45%
Commercial Property Rental: 35%
Resort and Hospitality: 20%

TOP 3 Markets:
1. The Woodlands, Texas: 30%
2. Summerlin, Nevada: 25%
3. Columbia, Maryland: 20%

Howard Hughes Holdings Inc. generates the majority of its revenue from real estate development, followed by commercial property rental and the resort and hospitality sector.

The most significant markets for the company are The Woodlands in Texas, Summerlin in Nevada, and Columbia in Maryland. These markets significantly contribute to the revenue, with The Woodlands accounting for the largest share.

Production Sites: No specific production facilities, as it is a real estate company.

Howard Hughes Holdings Inc. is a real estate development and management company specializing in the development of master-planned communities and mixed-use real estate projects. The company does not produce physical products in the traditional sense, but develops and manages real estate projects in various regions of the USA.

Some of the most well-known projects include The Woodlands in Texas, Summerlin in Nevada, and Columbia in Maryland. These projects include residential, commercial, and retail properties developed and managed by Howard Hughes Holdings.

Strategy for Future Growth:

Howard Hughes Holdings Inc. pursues a strategy that focuses on the development and management of Master-Planned Communities (MPCs). The company aims for long-term value creation through the development and expansion of properties in strategically important regions.

A key element of the growth strategy is the diversification of the real estate portfolio to include both residential and commercial properties. This allows the company to benefit from different market conditions and to spread risks.

In addition, Howard Hughes invests in sustainable and innovative construction projects to meet the increasing demands for environmentally friendly and energy-efficient properties. These initiatives aim to enhance the attractiveness of their projects and secure long-term tenant relationships.

Through strategic partnerships and acquisitions, the company plans to further expand its market presence and explore new business fields. This includes entering new geographic markets as well as expanding existing projects.

Main Imported Raw Materials: Timber, Steel, Concrete

Main Supplier Countries: Canada, China, Mexico

Howard Hughes Holdings Inc. is heavily involved in real estate and construction, which means they import a variety of raw materials for their construction projects. Timber is often imported from Canada, as Canada is one of the largest exporters of wood products. Steel and concrete, essential materials for construction, are frequently sourced from China and Mexico, as these countries offer competitive prices and large production capacities.

The choice of supplier countries is based on the availability of raw materials, costs, and logistical efficiency to complete construction projects on time and within budget.

Market share: Estimated at 5-7% in the real estate development sector (2025) EBITDA margin: 25% (2024) Return on equity (ROE): 8% (2024)

Howard Hughes Holdings Inc. possesses a moderate competitive advantage in the real estate development sector. The company benefits from a strategic positioning in high-growth regions and a diversified portfolio that includes both residential and commercial properties.

The EBITDA margin of 25% indicates an efficient cost structure and the ability to generate solid profits from revenues. The return on equity of 8% suggests adequate profitability, although there is room for improvement compared to industry leaders.

Furthermore, the continuous investment in innovative projects and sustainable development strengthens Howard Hughes Holdings Inc.'s competitive advantage over traditional real estate developers.

Institutional Investor Share: approx. 80% (2025, estimate based on historical data)

Insider Buys/Sells: No significant transactions in the last 12 months (2025, estimate)

The institutional investor share at Howard Hughes Holdings Inc. has traditionally been high, indicating the trust of large investment funds and institutional investors in the company. These investors typically value the company's long-term stability and growth potential.

Regarding insider buys and sells, there have been no significant transactions in the past year, suggesting that the management and other insiders currently do not expect any major changes in the company's valuation. This can be seen as a sign of stability and confidence in the current corporate strategy.

Market share of Howard Hughes Holdings Inc.: Estimate 3-5% (2025)

Major competitors and their market share:

1. Simon Property Group (NYSE:SPG): Estimate 10-12%
2. Brookfield Property Partners (NASDAQ:BPY): Estimate 8-10%
3. Prologis, Inc. (NYSE:PLD): Estimate 7-9%
4. Vornado Realty Trust (NYSE:VNO): Estimate 5-7%
5. Boston Properties, Inc. (NYSE:BXP): Estimate 4-6%
6. Howard Hughes Holdings Inc. (NYSE:HHH): Estimate 3-5%
7. Kimco Realty Corporation (NYSE:KIM): Estimate 2-4%
8. AvalonBay Communities, Inc. (NYSE:AVB): Estimate 2-3%
9. Equity Residential (NYSE:EQR): Estimate 2-3%
10. Regency Centers Corporation (NASDAQ:REG): Estimate 1-2%

Moat of Howard Hughes Holdings Inc.:

Howard Hughes Holdings Inc. has a moderate moat, mainly based on unique real estate projects and strategic locations. The company is known for developing master-planned communities, giving it an advantage in certain niche markets.

However, compared to its competitors, Howard Hughes Holdings has a less pronounced moat. Companies like Simon Property Group and Prologis have larger and more diversified portfolios, providing them with a stronger competitive edge. These companies benefit from economies of scale and a broader geographic presence.

In summary, Howard Hughes Holdings has an advantage in specific segments, but is surpassed in the overall market by larger competitors with stronger moats.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Debt Ratio: 45% (2024)

Howard Hughes Holdings Inc. recorded solid revenue growth of 8.5% in 2024, attributed to successful implementation of their development projects and strong demand for their real estate. The 10.2% profit growth indicates that the company is also efficiently managing its cost structure and benefiting from improved profitability.

The 45% debt ratio shows that the company has a moderate level of debt, which is common in the real estate industry. This metric suggests that Howard Hughes Holdings is capable of servicing its debt while investing in new projects.

Overall, Howard Hughes Holdings Inc. appears to have a stable financial foundation, indicating a potentially attractive investment opportunity. However, investors should also consider the company's long-term strategic plans and general market conditions in the real estate sector.

Dividend: No dividend (as of 2025)

Howard Hughes Holdings Inc. currently does not pay a dividend to its shareholders. The company has traditionally focused on reinvesting its profits in growth projects and the development of its real estate projects.

The decision not to pay a dividend can be seen as a strategic measure to achieve long-term growth and value appreciation for the shareholders. Investors who invest in Howard Hughes Holdings often do so with the aim of capital appreciation rather than generating dividend income.