TBDinterest rate policy

Early-Movers D.R. Horton And Pretium Signal It's Their Time To Strike

Capital

Early-Movers D.R. Horton And Pretium Signal It's Their Time To Strike

The $1.5 billion agreement between Pretium and D.R. Horton reflects conviction of each of the participants around two plausibilities, or perhaps, likelihoods. That doesn't mean they're bound to turn out as expected.

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Leadership

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Here are data points that tend to run counter to narratives that shape our plans. Assumptions support our planning; what happens if our assumptions – even ones based on the consensus of expert thinking – don't prove correct, or go sideways?

Here's What Public C-Suite Execs Say About Finding A Strike Price

Leadership

Here's What Public C-Suite Execs Say About Finding A Strike Price

Here are seven public homebuilding firms' talk-tracks on ongoing efforts to find a pricing floor and reset order pace to keep volume going and to win share in a declining new home sales marketplace.

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

Technology

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

As higher and higher finance costs upend pro forma margins and depress land valuations, we'll see a culling of the weak vs. strong players in the BTR space over the next six to 18 months.

Together with

Mosaic

Volatility Is The New Normal In Homebuilding And Development

Policy

Volatility Is The New Normal In Homebuilding And Development

Beyond a bumpy, choppy, spotty near-term, turbulence seems more and more likely over the longer haul as well.

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Early-Movers D.R. Horton And Pretium Signal It's Their Time To Strike

Capital

Early-Movers D.R. Horton And Pretium Signal It's Their Time To Strike

The $1.5 billion agreement between Pretium and D.R. Horton reflects conviction of each of the participants around two plausibilities, or perhaps, likelihoods. That doesn't mean they're bound to turn out as expected.

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Leadership

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Here are data points that tend to run counter to narratives that shape our plans. Assumptions support our planning; what happens if our assumptions – even ones based on the consensus of expert thinking – don't prove correct, or go sideways?

Here's What Public C-Suite Execs Say About Finding A Strike Price

Leadership

Here's What Public C-Suite Execs Say About Finding A Strike Price

Here are seven public homebuilding firms' talk-tracks on ongoing efforts to find a pricing floor and reset order pace to keep volume going and to win share in a declining new home sales marketplace.

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

Technology

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

As higher and higher finance costs upend pro forma margins and depress land valuations, we'll see a culling of the weak vs. strong players in the BTR space over the next six to 18 months.

Together with

Mosaic

Volatility Is The New Normal In Homebuilding And Development

Policy

Volatility Is The New Normal In Homebuilding And Development

Beyond a bumpy, choppy, spotty near-term, turbulence seems more and more likely over the longer haul as well.

interest rate policy

Early-Movers D.R. Horton And Pretium Signal It's Their Time To Strike

Capital 06.05.23

Early-Movers D.R. Horton And Pretium Signal It's Their Time To Strike

The $1.5 billion agreement between Pretium and D.R. Horton reflects conviction of each of the participants around two plausibilities, or perhaps, likelihoods. That doesn't mean they're bound to turn out as expected.

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Leadership 12.05.22

Trough Coming Or Going, Expect The Unexpected In The 2023 Plan

Here are data points that tend to run counter to narratives that shape our plans. Assumptions support our planning; what happens if our assumptions – even ones based on the consensus of expert thinking – don't prove correct, or go sideways?

Here's What Public C-Suite Execs Say About Finding A Strike Price

Leadership 10.31.22

Here's What Public C-Suite Execs Say About Finding A Strike Price

Here are seven public homebuilding firms' talk-tracks on ongoing efforts to find a pricing floor and reset order pace to keep volume going and to win share in a declining new home sales marketplace.

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

Technology 09.15.22

In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk

As higher and higher finance costs upend pro forma margins and depress land valuations, we'll see a culling of the weak vs. strong players in the BTR space over the next six to 18 months.

Volatility Is The New Normal In Homebuilding And Development

Policy 08.11.22

Volatility Is The New Normal In Homebuilding And Development

Beyond a bumpy, choppy, spotty near-term, turbulence seems more and more likely over the longer haul as well.