TBDFederal Reserve

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

Leadership

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

At this point, either the good news or the bad is masking what's really going on and what's due next.

Today's  Edge Goes To Builder Players With Time On Their Side

Architecture

Today's Edge Goes To Builder Players With Time On Their Side

Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Leadership

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Here are data points that tend to run counter to narratives that shape our plans. Assumptions support our planning; what happens if our assumptions – even ones based on the consensus of expert thinking – don't prove correct, or go sideways?

Here's What Public C-Suite Execs Say About Finding A Strike Price

Leadership

Here's What Public C-Suite Execs Say About Finding A Strike Price

Here are seven public homebuilding firms' talk-tracks on ongoing efforts to find a pricing floor and reset order pace to keep volume going and to win share in a declining new home sales marketplace.

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

Technology

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

As higher and higher finance costs upend pro forma margins and depress land valuations, we'll see a culling of the weak vs. strong players in the BTR space over the next six to 18 months.

Together with

Mosaic

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Another Monday In Homebuilder Land: The Fed 'Pause' Edition

Leadership

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

At this point, either the good news or the bad is masking what's really going on and what's due next.

Today's  Edge Goes To Builder Players With Time On Their Side

Architecture

Today's Edge Goes To Builder Players With Time On Their Side

Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Leadership

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Here are data points that tend to run counter to narratives that shape our plans. Assumptions support our planning; what happens if our assumptions – even ones based on the consensus of expert thinking – don't prove correct, or go sideways?

Here's What Public C-Suite Execs Say About Finding A Strike Price

Leadership

Here's What Public C-Suite Execs Say About Finding A Strike Price

Here are seven public homebuilding firms' talk-tracks on ongoing efforts to find a pricing floor and reset order pace to keep volume going and to win share in a declining new home sales marketplace.

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

Technology

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

As higher and higher finance costs upend pro forma margins and depress land valuations, we'll see a culling of the weak vs. strong players in the BTR space over the next six to 18 months.

Together with

Mosaic

Federal Reserve

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

Leadership 05.08.23

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

At this point, either the good news or the bad is masking what's really going on and what's due next.

Today's  Edge Goes To Builder Players With Time On Their Side

Architecture 03.27.23

Today's Edge Goes To Builder Players With Time On Their Side

Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Leadership 12.05.22

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Here are data points that tend to run counter to narratives that shape our plans. Assumptions support our planning; what happens if our assumptions – even ones based on the consensus of expert thinking – don't prove correct, or go sideways?

Here's What Public C-Suite Execs Say About Finding A Strike Price

Leadership 10.31.22

Here's What Public C-Suite Execs Say About Finding A Strike Price

Here are seven public homebuilding firms' talk-tracks on ongoing efforts to find a pricing floor and reset order pace to keep volume going and to win share in a declining new home sales marketplace.

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

Technology 09.15.22

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

As higher and higher finance costs upend pro forma margins and depress land valuations, we'll see a culling of the weak vs. strong players in the BTR space over the next six to 18 months.