TBDInterest Rates
Capital
How Smaller Builders Say They'll Navigate Higher-For-Longer Rates
Capital lending, investment, homebuilding, and development professionals face a no-choice moment to digest and game-out impacts of a higher-for-longer interest rate regime. For smaller players, it may be a selling decision time.
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.
Architecture
Today's Edge Goes To Builder Players With Time On Their Side
Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."
Leadership
Signs Of Mojo: Time To Declare Victory Or Brace For More Bumps?
Pace has begun to show up, perhaps ahead of schedule. Now what?
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?





Interest Rates
Capital 08.18.23
How Smaller Builders Say They'll Navigate Higher-For-Longer Rates
Capital lending, investment, homebuilding, and development professionals face a no-choice moment to digest and game-out impacts of a higher-for-longer interest rate regime. For smaller players, it may be a selling decision time.
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.
Architecture 03.27.23
Today's Edge Goes To Builder Players With Time On Their Side
Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."
Leadership 02.16.23
Signs Of Mojo: Time To Declare Victory Or Brace For More Bumps?
Pace has begun to show up, perhaps ahead of schedule. Now what?
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?