TBD Leadership
Where experience, wisdom, willingness to learn, and presence empower team members and partners to be bold, to together frame challenge as opportunity, to be their best selves.
Leadership
A Fed Rate Cut Will Not Reset Homebuilders’ Margin Math
Tomorrow’s Fed move may nudge mortgage rates lower. But structural land, fee, labor, and insurance costs suggest high-teen margins are here to stay.
Leadership
SDHC: Forged In Adversity, Resilient By Design, Bold By Nature
In Q2 2025, SDHC shielded itself from the drag of housing’s slowdown with two bold market expansions—and proof that its practiced operating model is built to withstand volatility.
Leadership
Fred Rothman’s Quiet Power: A Salute To Lennar’s Relentless Operator
After nearly two decades shaping Lennar’s operational core, Fred Rothman steps down, leaving behind a legacy of precision, patience, and purpose.
Together with
Builder Advisor Group
Leadership
Production Power Meets Purpose In Houston’s Urban Core
Kevan and Ayesha Shelton’s Park Street Homes blends production efficiency with reflective neighborhood design. The result: attainable housing that honors urban community roots.
Leadership
Pulte’s Margin Discipline Defies A Price War Among The Big 3
In Q2, Pulte bets on product mix and confidence-driven buyers. Margin-first strategy sets it apart from Lennar and D.R. Horton
Leadership
D.R. Horton’s Scale Redefines Competitive Homebuilding Landscape
D.R. Horton and Lennar’s operational scale creates structural advantages smaller builders can’t match. Market consolidation is accelerating competitive pressure.
