TBDHomebuilding
Land
What If? Land Impairments Were Unimaginable. Now They're Likely
"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research
Marketing & Sales
8-peat! Taylor Morrison Nets Most Trusted Homebuilder Nod Again
Removing friction – doubt, uncertainty, risk, and insecurity – from the earliest stages of consideration that lead, possibly, to a decision to buy is where the goal posts stand 38 days before Super Bowl LVII, a proxy for the onset of this year's Selling Season.
Capital
Many Homebuilders Look At Build-To-Rent As A Safety Valve ... Is It?
Given a last-resort chance to keep the lights on, pay the banks, and eke out a livelihood – versus the alternative – most builders would do what they need to do to remain a going concern ... Of course, there are ifs.
Leadership
'23 And We: An Expectations Manifesto For Homebuilding
There's an expectation we could have of ourselves in 2023. That is to make a cohesive first principles project that breaks residential real estate's five chief challenges — together — into achievable steps, ones that could take four or seven years in all to complete.
Capability and Culture
TBD's Happy Holiday Blues, Get Ready For A Hard Rockin' 2023
With credit and apologies to Clement Clarke Moore, we wish you the happiest – safe, healthy, and fun — of holidays.





Homebuilding
Land 01.06.23
What If? Land Impairments Were Unimaginable. Now They're Likely
"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research
Marketing & Sales 01.05.23
8-peat! Taylor Morrison Nets Most Trusted Homebuilder Nod Again
Removing friction – doubt, uncertainty, risk, and insecurity – from the earliest stages of consideration that lead, possibly, to a decision to buy is where the goal posts stand 38 days before Super Bowl LVII, a proxy for the onset of this year's Selling Season.
Capital 01.04.23
Many Homebuilders Look At Build-To-Rent As A Safety Valve ... Is It?
Given a last-resort chance to keep the lights on, pay the banks, and eke out a livelihood – versus the alternative – most builders would do what they need to do to remain a going concern ... Of course, there are ifs.
Leadership 01.03.23
'23 And We: An Expectations Manifesto For Homebuilding
There's an expectation we could have of ourselves in 2023. That is to make a cohesive first principles project that breaks residential real estate's five chief challenges — together — into achievable steps, ones that could take four or seven years in all to complete.
Capability and Culture 12.23.22
TBD's Happy Holiday Blues, Get Ready For A Hard Rockin' 2023
With credit and apologies to Clement Clarke Moore, we wish you the happiest – safe, healthy, and fun — of holidays.