TBDhousing economics
Leadership
A S.W.O.T. For Homebuilding In 2023 Might Look Like This
Real demand and its plain as day causes has reset a 2023 talk-track from a playing-on-defense to one that's -- cautiously -- driving toward more rapid growth on offense, with more production and more investment to feed the machine of future growth.
Leadership
A Tilted Playing Field Favoring New-Home Sales Spurs Rosier Outlook
Why is homebuilder confidence bouncing back with such conviction when the backdrop of economic, household, spending, and employment near-future-outlooks contains so many wildcards? It's complicated.
Land
Undersupplied And Over-Built: How Could Both Be True At Once?
The paradoxical riddle – undersupply and overbuilding – has moving-target market-rate for-sale new-construction demand disruptors many market appraisers neglect as well.
Leadership
Another Monday In Homebuilder Land: The Fed 'Pause' Edition
At this point, either the good news or the bad is masking what's really going on and what's due next.
Capital
Will The Green Shoots Of April Take Root And Flourish Or Not?
"It depends," Dr. Shiller replied, in the shape of the shrug. "I don't know," he said, still in the shape of the shrug. He finally shook it off, adding, "And if anybody tells you they know the answer to that, they're lying."





housing economics
Leadership 05.17.23
A S.W.O.T. For Homebuilding In 2023 Might Look Like This
Real demand and its plain as day causes has reset a 2023 talk-track from a playing-on-defense to one that's -- cautiously -- driving toward more rapid growth on offense, with more production and more investment to feed the machine of future growth.
Leadership 05.16.23
A Tilted Playing Field Favoring New-Home Sales Spurs Rosier Outlook
Why is homebuilder confidence bouncing back with such conviction when the backdrop of economic, household, spending, and employment near-future-outlooks contains so many wildcards? It's complicated.
Land 05.15.23
Undersupplied And Over-Built: How Could Both Be True At Once?
The paradoxical riddle – undersupply and overbuilding – has moving-target market-rate for-sale new-construction demand disruptors many market appraisers neglect as well.
Leadership 05.08.23
Another Monday In Homebuilder Land: The Fed 'Pause' Edition
At this point, either the good news or the bad is masking what's really going on and what's due next.
Capital 04.03.23
Will The Green Shoots Of April Take Root And Flourish Or Not?
"It depends," Dr. Shiller replied, in the shape of the shrug. "I don't know," he said, still in the shape of the shrug. He finally shook it off, adding, "And if anybody tells you they know the answer to that, they're lying."