TBDInterest Rates
Land
The Lennar Business System: A How-To For De-Risking Land Buys
Lennar Executive Chairman and Co-CEO Stuart Miller reinforced a mantra he’s been drilling into stakeholders' and observers' heads for years. It’s not complicated to grasp: Starts. Sales. Deliveries.
Capital
X-Factors Hide In Plain Sight; Builders Brace For What May Come
Here are 10 key takeaways you need to know from Builder Advisor Group’s 11th Annual Forum For Housing Executives, last week in San Francisco.
Together with
Builder Advisor Group
Capital
A Homebuilder's Dilemma: How Much Spec To Build For 2024?
"What is the optimal scale of spec inventory?" With economic signals sending mixed messages, a thin line separates maintaining sufficient inventory to meet demand and avoiding the financial strain of having too much.
Together with
SNAP.BUILD
Capital
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Leadership
When Bad News Is Good News, It's Time Builders Buckled Up
A pre-pandemic "normal," feeding into a break-out generational demographics-driven mid-decade for market-rate homebuilding, continues to be what we hear most often as the "ear-to-the-ground" scenario of choice among homebuilding operators.





Interest Rates
Land 03.15.24
The Lennar Business System: A How-To For De-Risking Land Buys
Lennar Executive Chairman and Co-CEO Stuart Miller reinforced a mantra he’s been drilling into stakeholders' and observers' heads for years. It’s not complicated to grasp: Starts. Sales. Deliveries.
Capital 03.11.24
X-Factors Hide In Plain Sight; Builders Brace For What May Come
Here are 10 key takeaways you need to know from Builder Advisor Group’s 11th Annual Forum For Housing Executives, last week in San Francisco.
Capital 01.31.24
A Homebuilder's Dilemma: How Much Spec To Build For 2024?
"What is the optimal scale of spec inventory?" With economic signals sending mixed messages, a thin line separates maintaining sufficient inventory to meet demand and avoiding the financial strain of having too much.
Capital 11.14.23
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Leadership 11.03.23
When Bad News Is Good News, It's Time Builders Buckled Up
A pre-pandemic "normal," feeding into a break-out generational demographics-driven mid-decade for market-rate homebuilding, continues to be what we hear most often as the "ear-to-the-ground" scenario of choice among homebuilding operators.