TBDland valuation
Capital
Housing's Tech-Powered Affordability Solution Hidden In Plain Sight
Scores of new pioneering companies with talented and energized founders have started-up in the past dozen or so years in the home building technology space. They promise to fill a void -- at housing affordability's nexus of apples and oranges. One already does that: Clayton.
Land
Now That Builders' Have Pace In Hand, The Worry Turns To Land
Many homebuilders, giddy about the fact that they're selling homes when they didn't know for sure what would be going on right now, now begin to feel uneasy about backing up their legacy land deals with new lot pipelines.
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
Take-Aways: Six Insights Into Toll Brothers' Path To '24 And Beyond
The resiliency of the Toll Brothers backlog offers greater visibility and strategic optionality many homebuilding enterprise peers have to enter a tough 2023 without.
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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 valuation
Capital 05.12.23
Housing's Tech-Powered Affordability Solution Hidden In Plain Sight
Scores of new pioneering companies with talented and energized founders have started-up in the past dozen or so years in the home building technology space. They promise to fill a void -- at housing affordability's nexus of apples and oranges. One already does that: Clayton.
Land 04.11.23
Now That Builders' Have Pace In Hand, The Worry Turns To Land
Many homebuilders, giddy about the fact that they're selling homes when they didn't know for sure what would be going on right now, now begin to feel uneasy about backing up their legacy land deals with new lot pipelines.
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 12.07.22
Take-Aways: Six Insights Into Toll Brothers' Path To '24 And Beyond
The resiliency of the Toll Brothers backlog offers greater visibility and strategic optionality many homebuilding enterprise peers have to enter a tough 2023 without.
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