TBDFederal Reserve
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.
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."
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?
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.
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.
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Federal Reserve
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.
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."
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?
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.
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.