TBDLeadership
Leadership
Why The Next 150 Days Matter So Much As Builders Seek Equilibrium
Here's three ways the markets will give clear answers to questions about where price and pace ratios may settle. The caveat is, solving for clarity won't solve for the market's contraditions.
Leadership
For Builders And Their Countless Teams Of Partners On Aug 3, 2022
A memo from the 'keep-all-eyes-on-the-prize' department.
Leadership
Build-Cycle Front-End Vendors In Line Of Fire As Builders Cut Starts
Builders' efforts to bring costs down to the new post-correction floor on units and revenue mean harder negotiations on the land development, pre-construction, and rough trades for lower 2023 pricing.
Leadership
Grand Oak Builders Lands Its 3rd M&A Deal — San Antone's Bellaire
The combination is serial homebuilding start-up maven Dave Erickson's third purchase in 2022, sign that homebuilding's M&A deal flow is now shifting into a new-gear for evolving market conditions.
Leadership
What TBD's First Snap Survey Reveals About Homebuilders' Character
It goes distinctly with the character of people in homebuilding to consider challenges in the here and now as exactly what they signed up for and why they're here.





Leadership
Leadership 08.05.22
Why The Next 150 Days Matter So Much As Builders Seek Equilibrium
Here's three ways the markets will give clear answers to questions about where price and pace ratios may settle. The caveat is, solving for clarity won't solve for the market's contraditions.
Leadership 08.03.22
For Builders And Their Countless Teams Of Partners On Aug 3, 2022
A memo from the 'keep-all-eyes-on-the-prize' department.
Leadership 08.02.22
Build-Cycle Front-End Vendors In Line Of Fire As Builders Cut Starts
Builders' efforts to bring costs down to the new post-correction floor on units and revenue mean harder negotiations on the land development, pre-construction, and rough trades for lower 2023 pricing.
Leadership 08.01.22
Grand Oak Builders Lands Its 3rd M&A Deal — San Antone's Bellaire
The combination is serial homebuilding start-up maven Dave Erickson's third purchase in 2022, sign that homebuilding's M&A deal flow is now shifting into a new-gear for evolving market conditions.
Leadership 07.28.22
What TBD's First Snap Survey Reveals About Homebuilders' Character
It goes distinctly with the character of people in homebuilding to consider challenges in the here and now as exactly what they signed up for and why they're here.