TBDhomebuilding strategy
Leadership
PulteGroup Tacks Steady Amid Flux, Leans Into Predictability
A top-tier performer in margin discipline and strategic execution, PulteGroup stays its course while peers lean into pace or price. Q3 results show the Atlanta-based builder threading a needle few others can.
Leadership
Homebuilder Caution Mounts As KB Home Trims Its Forecast
Two days, two giants, two sobering outlooks. KB Home joins Lennar in signaling deepening headwinds on both the cost and buyer sides of the market.
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.
Capital
Stanley Martin Grows Southeast Footprint With Windsor Homes
The North Carolina builder brings 2,100 lots and 270 homes into Stanley Martin’s fold, extending its reach across the Triad and coastal markets. For Daiwa House, the deal is another step in building regional “mini Daiwa Houses” as durable U.S. platforms.
Leadership
Clear Thinking, Hard Truths: Focus On Excellence Fireside Chat Revealed
David Sinkey, Jeff Handlin, and Scott Cox bring blunt insight on private builder challenges, capital traps, and cultural accountability. Clarity isn't a buzzword, but a future-proof game plan.
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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 strategy
Leadership 10.23.25
PulteGroup Tacks Steady Amid Flux, Leans Into Predictability
A top-tier performer in margin discipline and strategic execution, PulteGroup stays its course while peers lean into pace or price. Q3 results show the Atlanta-based builder threading a needle few others can.
Leadership 09.25.25
Homebuilder Caution Mounts As KB Home Trims Its Forecast
Two days, two giants, two sobering outlooks. KB Home joins Lennar in signaling deepening headwinds on both the cost and buyer sides of the market.
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.
Capital 09.17.25
Stanley Martin Grows Southeast Footprint With Windsor Homes
The North Carolina builder brings 2,100 lots and 270 homes into Stanley Martin’s fold, extending its reach across the Triad and coastal markets. For Daiwa House, the deal is another step in building regional “mini Daiwa Houses” as durable U.S. platforms.
Leadership 09.12.25
Clear Thinking, Hard Truths: Focus On Excellence Fireside Chat Revealed
David Sinkey, Jeff Handlin, and Scott Cox bring blunt insight on private builder challenges, capital traps, and cultural accountability. Clarity isn't a buzzword, but a future-proof game plan.
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