TBDhomebuilding economics news
Leadership
When Unknowns Define The Future of Homebuilding Strategy
Uncertainty is the only constant: from Fed moves and mortgage lock-in to tariffs, labor shortages, and policy risks. Moody’s economist Cristian deRitis and the Focus On Excellence summit in Denver will arm builders with frameworks to plan, act, and lead through turbulence.
Leadership
Lennar Sets A New Tone As Margins Shrink, Moves Multiply
When America’s 2nd biggest builder pumps the brakes—even slightly—there’s more going on than quarterly numbers. Our Monday deep-dive connects the dots between Lennar’s Q3 tone shift and a pivotal moment for the entire homebuilding ecosystem.
Leadership
Private Homebuilders Find a Floor, But Not Much Cushion
Margins are thin, incentives are costly, and competition with publics is bruising. Yet private homebuilders see the beginning flickers of predictability — and even cautious optimism for 2026.
Leadership
Buffett’s Latest Homebuilder Bet Reshapes The Balance of Power
Berkshire Hathaway’s investment reentry into D.R. Horton and Lennar signals more than stock market timing. It affirms which builders will endure — and which may struggle — as housing’s tide recedes ... at least for now.
Land
A Private Builder's Dilemma: Gross Margin Or Sales Velocity?
Ignoring market signals puts private builders at risk of period cost creep, stalled cash flow, and eroding lender confidence—as rivals capture share, suppliers shift loyalty, and inventory languishes. In a market where stall speed can be fatal, meeting the market early becomes a compelling choice.
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DEBORAH BLAKE
EVERYTHING 55+
Best-Laid Plans — How to Drive Success With 55+ Communities
Location, amenities, land plan, and future-proofed homes ... the first of a multi-episode series from Ipsum Group Principal and Founder Deborah Blake
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homebuilding economics news
Leadership 10.06.25
When Unknowns Define The Future of Homebuilding Strategy
Uncertainty is the only constant: from Fed moves and mortgage lock-in to tariffs, labor shortages, and policy risks. Moody’s economist Cristian deRitis and the Focus On Excellence summit in Denver will arm builders with frameworks to plan, act, and lead through turbulence.
Leadership 09.22.25
Lennar Sets A New Tone As Margins Shrink, Moves Multiply
When America’s 2nd biggest builder pumps the brakes—even slightly—there’s more going on than quarterly numbers. Our Monday deep-dive connects the dots between Lennar’s Q3 tone shift and a pivotal moment for the entire homebuilding ecosystem.
Leadership 08.25.25
Private Homebuilders Find a Floor, But Not Much Cushion
Margins are thin, incentives are costly, and competition with publics is bruising. Yet private homebuilders see the beginning flickers of predictability — and even cautious optimism for 2026.
Leadership 08.20.25
Buffett’s Latest Homebuilder Bet Reshapes The Balance of Power
Berkshire Hathaway’s investment reentry into D.R. Horton and Lennar signals more than stock market timing. It affirms which builders will endure — and which may struggle — as housing’s tide recedes ... at least for now.
Land 08.14.25
A Private Builder's Dilemma: Gross Margin Or Sales Velocity?
Ignoring market signals puts private builders at risk of period cost creep, stalled cash flow, and eroding lender confidence—as rivals capture share, suppliers shift loyalty, and inventory languishes. In a market where stall speed can be fatal, meeting the market early becomes a compelling choice.
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