Land
Millrose Q3 Outperforms On Tech, Discipline & Land‑Light Strategy
As many builders pull back, Millrose Properties leverages data‑driven underwriting and select partnerships to bank growth despite a softening market.
Land
What If? Land Impairments Were Unimaginable. Now They're Likely
"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research
Leadership
'23 And We: An Expectations Manifesto For Homebuilding
There's an expectation we could have of ourselves in 2023. That is to make a cohesive first principles project that breaks residential real estate's five chief challenges — together — into achievable steps, ones that could take four or seven years in all to complete.
Leadership
Hovnanian Embraces Higher Spec Counts To Battle Customer Angst
Here are six take-away insights from Hovnanian execs wrap-up of fiscal year 2022 and Q1 guidance on 2023.
Leadership
Crystal-Balling 2023 Amid A Dizzying Array Of Unknowns
Can you withstand an $81 billion swing to the negative in homebuilding revenues in 2023? Here are 5 'what-ifs?' we'll need to stay tuned on before we make predictions about how homebuilders may fare in 2023.
Land
As Builders' Credit Market Shrinks, A Stopgap Capital Source Opens
"The capital becomes available for builders to move projects along that they might otherwise have to let languish because they can't tap cash to progress it into their pipeline." - Tony Avila, CEO-founder Builder Advisor Group
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Builder Advisor Group
