TBDhomebuilding land and capital
Technology
How Homebuilders Budget for Speed, Agility, and Resilience
With 2026 planning underway, precision matters more than optimism. Homebuilders are shifting toward leaner systems, land discipline, and readiness strategies.
Together with
Cecilian Partners
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.
Leadership
Private Builders Trade Margin For Market Positioning Gains
July orders rose 3.2% despite the season’s usual slowdown. Incentives climbed, margins fell, and community counts grew 17% year over year.
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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 land and capital
Technology 08.29.25
How Homebuilders Budget for Speed, Agility, and Resilience
With 2026 planning underway, precision matters more than optimism. Homebuilders are shifting toward leaner systems, land discipline, and readiness strategies.
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.
Leadership 08.12.25
Private Builders Trade Margin For Market Positioning Gains
July orders rose 3.2% despite the season’s usual slowdown. Incentives climbed, margins fell, and community counts grew 17% year over year.
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