TBDhousing economics

A S.W.O.T. For Homebuilding In 2023 Might Look Like This

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.

A Tilted Playing Field Favoring New-Home Sales Spurs Rosier Outlook

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.

Undersupplied And Over-Built: How Could Both Be True At Once?

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.

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

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.

Will The Green Shoots Of April Take Root And Flourish Or Not?

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."

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A S.W.O.T. For Homebuilding In 2023 Might Look Like This

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.

A Tilted Playing Field Favoring New-Home Sales Spurs Rosier Outlook

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.

Undersupplied And Over-Built: How Could Both Be True At Once?

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.

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

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.

Will The Green Shoots Of April Take Root And Flourish Or Not?

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

A S.W.O.T. For Homebuilding In 2023 Might Look Like This

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.

A Tilted Playing Field Favoring New-Home Sales Spurs Rosier Outlook

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.

Undersupplied And Over-Built: How Could Both Be True At Once?

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.

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

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.

Will The Green Shoots Of April Take Root And Flourish Or Not?

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."