TBDLand impairment
Land
Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo
"We're watching in-migration by market very closely. Along with lack of inventory in the resale market, the key has been in-migration has not slowed in many markets (Charlotte, Tampa, ATL TX, etc). That's the canary in the coal mine." -- A senior-level land strategist
Land
Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend
To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.
Leadership
Bellwether Builder? KB Home's Outlook Can Be Others' Playbook
The KB Home executive strategy team's comments shed light on what other builders – depending on their geographical markets, customer segment focus, price positioning, and operational models – may also face as the 2023 market takes shape.
Land
What If? Land Impairments Were Unimaginable. Now They're Likely
"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research
Leadership
Hovnanian Embraces Higher Spec Counts To Battle Customer Angst
Here are six take-away insights from Hovnanian execs wrap-up of fiscal year 2022 and Q1 guidance on 2023.
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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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Land impairment
Land 12.13.23
Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo
"We're watching in-migration by market very closely. Along with lack of inventory in the resale market, the key has been in-migration has not slowed in many markets (Charlotte, Tampa, ATL TX, etc). That's the canary in the coal mine." -- A senior-level land strategist
Land 10.04.23
Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend
To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.
Leadership 01.12.23
Bellwether Builder? KB Home's Outlook Can Be Others' Playbook
The KB Home executive strategy team's comments shed light on what other builders – depending on their geographical markets, customer segment focus, price positioning, and operational models – may also face as the 2023 market takes shape.
Land 01.06.23
What If? Land Impairments Were Unimaginable. Now They're Likely
"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research
Leadership 12.09.22
Hovnanian Embraces Higher Spec Counts To Battle Customer Angst
Here are six take-away insights from Hovnanian execs wrap-up of fiscal year 2022 and Q1 guidance on 2023.
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