TBDhomebuilder
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
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.
Land
Underwriting In A New World Order Of Higher-Longer Rates
Determine “what’s the bet?” What are we really banking on or believing in that leads us to do this deal? You can’t answer this question rigorously unless you are ruthlessly honest in your pro formas. -- A Scott Cox MasterClass
Together with
New Home Star
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
Technology
Builders Prepped For Bumpy Times; Now They Need Agility To Ride Them Out
With volatility running off the charts, trying, learning, and refining so that your team can secure gains without backsliding and avoid populating missteps into a process that must happen fast and work right the first time is a table-stakes condition of survival.
Together with
Constellation HomeBuilder Systems





homebuilder
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 03.24.23
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.
Land 03.22.23
Underwriting In A New World Order Of Higher-Longer Rates
Determine “what’s the bet?” What are we really banking on or believing in that leads us to do this deal? You can’t answer this question rigorously unless you are ruthlessly honest in your pro formas. -- A Scott Cox MasterClass
Leadership 03.21.23
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."
Technology 03.20.23
Builders Prepped For Bumpy Times; Now They Need Agility To Ride Them Out
With volatility running off the charts, trying, learning, and refining so that your team can secure gains without backsliding and avoid populating missteps into a process that must happen fast and work right the first time is a table-stakes condition of survival.