TBDhousing economics news

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Leadership

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Demographics – namely, the magnitude of Millennial and GenZ adult households and Baby Boom movers – may add up to a decade or more of new-home demand. Maybe don't bet on a smooth trajectory.

A Shrinking Middle Class Is Both A Risk And Upside For Builders

Leadership

A Shrinking Middle Class Is Both A Risk And Upside For Builders

Leaders in residential construction, development, and investment must focus not only on missing middle housing. They need as well to focus the challenge and opportunity of the missing middle class.

Late-Spring Selling Softens: Speed-Bump Or Inflection Point?

Leadership

Late-Spring Selling Softens: Speed-Bump Or Inflection Point?

The depth, geographic pervasiveness, and readiness among "haves" to become new-home buyers have created a Goldilocks era for homebuilders in 2023 and, so far, through mid-2024.

A Downshift In Job Growth Is A Moment To Up The Ante On People

Leadership

A Downshift In Job Growth Is A Moment To Up The Ante On People

Investing in capability now – wisely, precisely, and aggressively – will ward off risk and ignite opportunity just as materially as today's land investments will drive new levels of scale and growth.

What Do Homebuilders' Worries Say About Their 2024 Priorities?

Marketing & Sales

What Do Homebuilders' Worries Say About Their 2024 Priorities?

Customers – and what it's going to take to both price them in and "excite them in" -- should always rank as both the No. 1 challenge and opportunity among homebuilders and residential developer partners.

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Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Leadership

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Demographics – namely, the magnitude of Millennial and GenZ adult households and Baby Boom movers – may add up to a decade or more of new-home demand. Maybe don't bet on a smooth trajectory.

A Shrinking Middle Class Is Both A Risk And Upside For Builders

Leadership

A Shrinking Middle Class Is Both A Risk And Upside For Builders

Leaders in residential construction, development, and investment must focus not only on missing middle housing. They need as well to focus the challenge and opportunity of the missing middle class.

Late-Spring Selling Softens: Speed-Bump Or Inflection Point?

Leadership

Late-Spring Selling Softens: Speed-Bump Or Inflection Point?

The depth, geographic pervasiveness, and readiness among "haves" to become new-home buyers have created a Goldilocks era for homebuilders in 2023 and, so far, through mid-2024.

A Downshift In Job Growth Is A Moment To Up The Ante On People

Leadership

A Downshift In Job Growth Is A Moment To Up The Ante On People

Investing in capability now – wisely, precisely, and aggressively – will ward off risk and ignite opportunity just as materially as today's land investments will drive new levels of scale and growth.

What Do Homebuilders' Worries Say About Their 2024 Priorities?

Marketing & Sales

What Do Homebuilders' Worries Say About Their 2024 Priorities?

Customers – and what it's going to take to both price them in and "excite them in" -- should always rank as both the No. 1 challenge and opportunity among homebuilders and residential developer partners.

housing economics news

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Leadership 06.20.24

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Demographics – namely, the magnitude of Millennial and GenZ adult households and Baby Boom movers – may add up to a decade or more of new-home demand. Maybe don't bet on a smooth trajectory.

A Shrinking Middle Class Is Both A Risk And Upside For Builders

Leadership 06.10.24

A Shrinking Middle Class Is Both A Risk And Upside For Builders

Leaders in residential construction, development, and investment must focus not only on missing middle housing. They need as well to focus the challenge and opportunity of the missing middle class.

Late-Spring Selling Softens: Speed-Bump Or Inflection Point?

Leadership 05.20.24

Late-Spring Selling Softens: Speed-Bump Or Inflection Point?

The depth, geographic pervasiveness, and readiness among "haves" to become new-home buyers have created a Goldilocks era for homebuilders in 2023 and, so far, through mid-2024.

A Downshift In Job Growth Is A Moment To Up The Ante On People

Leadership 05.03.24

A Downshift In Job Growth Is A Moment To Up The Ante On People

Investing in capability now – wisely, precisely, and aggressively – will ward off risk and ignite opportunity just as materially as today's land investments will drive new levels of scale and growth.

What Do Homebuilders' Worries Say About Their 2024 Priorities?

Marketing & Sales 01.25.24

What Do Homebuilders' Worries Say About Their 2024 Priorities?

Customers – and what it's going to take to both price them in and "excite them in" -- should always rank as both the No. 1 challenge and opportunity among homebuilders and residential developer partners.