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
The Builder's Daily Readers Say They're Up To '23's Challenges
Three out of four respondents in our survey two weeks ago see a housing market on the rebound, righting itself relatively quickly.
Together with
Kohler
Leadership
How Better-Than-Expected Results Became A New Win
Outperforming expectations now qualify as chest-pumping, back-flips-worthy triumphs. Compared-with-expectations measures – particularly on the price concessions and cancellations calculus that reveals net pace – amount to an accomplishment: Less-bad is the new good.
Leadership
RIFs Alone Won't Outrun Revenue Loss. Here's An Option
The way layoffs work is that the loss in capability – i.e. revenue reduction – often eclipses any gains in margin protection. This sets a Catch-22 of racing-to-the-bottom in motion that it's hard to stop unless economic and demand tides turn and start raising "all boats."
Together with
FTS
Leadership
1st-Mover Lennar Continues To Set Pace, Starts As Cash Drivers
Lennar's core strategy to fuse price, pace, and production at a volume level that remains consistent maps the enterprise to fill the present market's dire unmet need, and the future market's most explosive growth opportunity.
Leadership
A Start To Healing Rampant Crises Of Confidence: Focus On Making Places Safer
Running through the present, even scoping to a close-up on homebuilders' Spring Selling season – with countless sources in the past and countless future destinations – streams a stack of crises of confidence, riding piggy-back on one another.
