TBDconsumer sentiment
Leadership
When Bad News Is Good News, It's Time Builders Buckled Up
A pre-pandemic "normal," feeding into a break-out generational demographics-driven mid-decade for market-rate homebuilding, continues to be what we hear most often as the "ear-to-the-ground" scenario of choice among homebuilding operators.
Capital
Spring Thaw Beats Expectations But Are Sales Gains For Keeps?
Accounting for at least some of the lift, builders' now widely-practiced monthly payment value proposition has served as a reliable workhorse, especially since those who have very good reasons to buy a home have so little else to consider.
Leadership
Capitulation, Yes, But Resignation? Not Happening
Sentiment is not the same as resolve. Sentiment is not the same as determination and cunning, and a next-batch of survival steps many homebuilders know by heart.
Marketing & Sales
The Clearest Lens Of New Home Demand Ahead: The Kitchen Table
The 'this time's different' truism that's trenchantly true this time is inflation, which is running higher and hotter even than mortgage rates for the first time in at least six decades.
Leadership
Heading To 'Normal,' Some Builder Peers Take Bigger Hits Vs. Others
Homebuilder sentiment starts to show signs the market may take a rough, bumpy, costly route to finding its next new normal level. History both repeats and rhymes.





consumer sentiment
Leadership 11.03.23
When Bad News Is Good News, It's Time Builders Buckled Up
A pre-pandemic "normal," feeding into a break-out generational demographics-driven mid-decade for market-rate homebuilding, continues to be what we hear most often as the "ear-to-the-ground" scenario of choice among homebuilding operators.
Capital 03.23.23
Spring Thaw Beats Expectations But Are Sales Gains For Keeps?
Accounting for at least some of the lift, builders' now widely-practiced monthly payment value proposition has served as a reliable workhorse, especially since those who have very good reasons to buy a home have so little else to consider.
Leadership 11.16.22
Capitulation, Yes, But Resignation? Not Happening
Sentiment is not the same as resolve. Sentiment is not the same as determination and cunning, and a next-batch of survival steps many homebuilders know by heart.
Marketing & Sales 07.27.22
The Clearest Lens Of New Home Demand Ahead: The Kitchen Table
The 'this time's different' truism that's trenchantly true this time is inflation, which is running higher and hotter even than mortgage rates for the first time in at least six decades.
Leadership 07.18.22
Heading To 'Normal,' Some Builder Peers Take Bigger Hits Vs. Others
Homebuilder sentiment starts to show signs the market may take a rough, bumpy, costly route to finding its next new normal level. History both repeats and rhymes.