Land
A Contrarian's Take On Tariffs And Market Share Opportunity
Our man on the ground in Texas, long-time land acquisition strategy guru Scott Finfer, sees a window of opportunity opening for nimble, agile, private homebuilding power players able to counterpunch while big builders grapple with tariff blowback.
Capital
What D.R. Horton's Bang-Up Q3 Results Mean For Other Builders
A minimum of eight times in this morning's earnings call with Wall Street investment research analysts D.R. Horton c-suite executives used the word "market share," ... as in coming for more of yours.
Land
The Big Are Bullish While Others Set Sights On Spot Wins
"Builders are bullish," says Tony Avila, ceo of Builder Advisor Group. "They've been generating cash as they slowed or stopped acquiring land in '22. This gives them more capital to deploy for M&A, which gets them earnings faster."
Together with
Builder Advisor Group
Land
The 'Wild Card' On In- And Out-Migration? Relative Affordability
Pandemics, climate disruption, and a chronic housing-affordability crisis that has taken on new proportions and a life of its own will continue to evolve as forces for out- and in-migration trends, creating new criteria for local economic winners and losers.
Land
Depending On Your Market, Next 6 Months May Go Up Or Down
Wolfe Research respondents expect 3rd quarter Order trends to match normal seasonality with nearly an equal number of Private Builders expecting 3Q to outperform normal seasonality versus underperform.
Leadership
How An Innovative Homebuilder Raises Customers' Path Of Value
When it comes to developing, designing, building, marketing, and selling new homes in new-home communities, the challenge is not just better and more valuable homes and communities, but "better and more valuable customers."
