TBDhousing economics
Land
A Slew Of Fast-Unspooling Risks Pressure Land Underwriting Data
Where homebuilders pick up a pivotal signal of a cyclical downturn ahead often comes clear in a typical Monday land committee meeting with corporate finance and treasury. Those meetings are suddenly taking a new tone and new data points.
Leadership
New Home Search Trends Dip As Market Digests Prices And Crises
While Census February New Home Sales lag recent intensification of headwinds, online search patterns may prefigure impacts of newer inflation and sentiment shocks following Russia's invasion of Ukraine.
Land
What Was True Then - In 2010 Housing Crisis - Is So True, Again
'We won't get fooled again,' ... well, says SLC Advisors principal Scott Cox, unless we forget what we reminded ourselves of the last time we got fooled.
Leadership
In A Blur Of Change, What Binds Builders Together Stays Timeless
"Look how many people have changed history because it wasn't broke. But they did fix it." — Bill Pulte
Capital
Even As Builders Nod To More Headwinds, They're Upbeat
Which builders' capability gives them a lead in the race with time? Which will get left behind? Everybody doesn't win this time.
housing economics
Land 03.25.22
A Slew Of Fast-Unspooling Risks Pressure Land Underwriting Data
Where homebuilders pick up a pivotal signal of a cyclical downturn ahead often comes clear in a typical Monday land committee meeting with corporate finance and treasury. Those meetings are suddenly taking a new tone and new data points.
Leadership 03.23.22
New Home Search Trends Dip As Market Digests Prices And Crises
While Census February New Home Sales lag recent intensification of headwinds, online search patterns may prefigure impacts of newer inflation and sentiment shocks following Russia's invasion of Ukraine.
Land 03.21.22
What Was True Then - In 2010 Housing Crisis - Is So True, Again
'We won't get fooled again,' ... well, says SLC Advisors principal Scott Cox, unless we forget what we reminded ourselves of the last time we got fooled.
Leadership 03.18.22
In A Blur Of Change, What Binds Builders Together Stays Timeless
"Look how many people have changed history because it wasn't broke. But they did fix it." — Bill Pulte
Capital 03.17.22
Even As Builders Nod To More Headwinds, They're Upbeat
Which builders' capability gives them a lead in the race with time? Which will get left behind? Everybody doesn't win this time.