housing economics

Look Who's Selling: The 2020s Baby Boom Pivot Has Arrived

Marketing & Sales 08.20.21

Look Who's Selling: The 2020s Baby Boom Pivot Has Arrived

Just as millennials' latent family-formation awakening has galvanized single-family demand, a Baby Boom age 55-to-75 analog -- extended family formation -- will transform resales and ignite the 2020s housing economy.

Stop Saying 'Labor Shortage;' Focus On Talent Magnetism

Capital 09.03.21

Stop Saying 'Labor Shortage;' Focus On Talent Magnetism

Solving American homebuilding's biggest challenges -- attainability, sustainability, and next generation talent -- may seem impossible. Left with no choice, we'll rally.

The 5th Cycle: Frank Anton On Housing's Law Of Gravity

Capital 09.13.21

The 5th Cycle: Frank Anton On Housing's Law Of Gravity

What-if? The question few housing business stakeholders care to factor into their forecasts right now is what happens when -- not if -- interest rates spike?

Tri Pointe CEO Doug Bauer On The Inflation Spectre And His Plan For That

Policy 06.30.21

Tri Pointe CEO Doug Bauer On The Inflation Spectre And His Plan For That

A candid TBD one-on-one conversation with the top-20 ranked homebuilder's chief strategist, who believes 'politicized economics led to a bad recipe to stimulate the economy when they did.'

Bull Or Bear — Watch How Too Much Money Alters Balance

Capital 10.18.21

Bull Or Bear — Watch How Too Much Money Alters Balance

There is more than one kind of supply and demand. Here, we explore the collateral impacts of too much capital flowing into new homebuilding and development's capability-constrained system.

Housing's Importance As US Stares Covid-Delta In The Face

Policy 08.03.21

Housing's Importance As US Stares Covid-Delta In The Face

Battles with local, regional, state, and federal regulators currently pass too much cost burden to people sitting at kitchen tables. What can and should housing's leaders do about that now?

Bumpier Times As Market Forces Stress-Test Solid Fundamentals

Capital 09.20.21

Bumpier Times As Market Forces Stress-Test Solid Fundamentals

P4 -- a fourth revision to 2021 budget and operational forecasts -- needs to reflect shifts from tailwinds to headwinds before 'actuals' start comping to booming 2020 measures.

Recalculating Risk: The Californiafication Of US Housing

Policy 07.21.21

Recalculating Risk: The Californiafication Of US Housing

TBD Dream Teamer Scott Cox unpacks how to grapple with where housing's at, where it's heading, and what builders, developers, and investors need to do to factor for disrupted supply and demand forces.

How To Reinvent Zoning To Rid Housing Of Racial Inequity

Policy 07.14.21

How To Reinvent Zoning To Rid Housing Of Racial Inequity

Brookings fellow Lance Freeman proposes a model for public-and-private sector retooling of land-use practices to make them racially-equitable.

How Did We Get Here? The Origin Of Housing Scarcity In America

Policy 07.26.21

How Did We Get Here? The Origin Of Housing Scarcity In America

Land use, development, and investment expert -- and TBD Dream Teamer -- Scott Cox weighs in on a key question for municipal officials. If "we can't build our way out of" the housing crisis, what's the plan?