TBDHousing starts
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.
Leadership
Only The Months Ahead Will Tell Whether Buyers Are Okay With Higher-For-Longer
You'd think, judging from the narrative so far, the cure for high prices might be to simply get used to them. Don't consider them an ailment worth the effort to cure. But that's a risky bet.
Capital
Forecast Season: Be Sure Your Shock Absorber Is Built To Last
Here's a sneak-peak at the first of the national housing forecasts for 2024, and what they signal about business conditions.
Capital
Leveling The Field: How Outlier Local Builders Can Win On Land
Land deals are out there to be had. Getting them to pencil — especially with upward or downward pricing flexility in the mix — puts capital and its cost in focus.
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SNAP.BUILD
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.
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TBDVOICES
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DEBORAH BLAKE
EVERYTHING 55+
Best-Laid Plans — How to Drive Success With 55+ Communities
Location, amenities, land plan, and future-proofed homes ... the first of a multi-episode series from Ipsum Group Principal and Founder Deborah Blake
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Housing starts
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.
Leadership 05.30.24
Only The Months Ahead Will Tell Whether Buyers Are Okay With Higher-For-Longer
You'd think, judging from the narrative so far, the cure for high prices might be to simply get used to them. Don't consider them an ailment worth the effort to cure. But that's a risky bet.
Capital 10.16.23
Forecast Season: Be Sure Your Shock Absorber Is Built To Last
Here's a sneak-peak at the first of the national housing forecasts for 2024, and what they signal about business conditions.
Capital 06.21.23
Leveling The Field: How Outlier Local Builders Can Win On Land
Land deals are out there to be had. Getting them to pencil — especially with upward or downward pricing flexility in the mix — puts capital and its cost in focus.
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.
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