TBDoptions and upgrades
Marketing & Sales
Rate Buydowns: Temporary Fix, Long-Term Risk For Homebuilders
Financial incentives like mortgage rate buydowns may boost sales today, but builders using them broadly risk margin erosion, mispricing, and long-term strategic misalignment—especially those without Lennar-scale flexibility.
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
D.R. Horton's 2023 Performance Gives It More Room To Run In '24
"Our strong balance sheet, liquidity and loan leverage provide us with significant financial flexibility to meet changing market conditions and continue aggregating market share." -- David Auld, Vice Chairman of the Board, D.R. Horton
Architecture
Why Spec Homes' Success May Light A Path To Housing's Future
Dire constraints come with benefits. They may actually ignite profitably-produced affordable, sustainable, and resilient housing. Simpler and more standardized.
Marketing & Sales
How Builders Play Defense And Offense Through Volatile Times
Amidst an intense level of volatility, builders are, have been, and will continue to serve as textbook case studies in strategic ambidexterity ... 'both-and' vs. 'either-or.'
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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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options and upgrades
Marketing & Sales 06.20.25
Rate Buydowns: Temporary Fix, Long-Term Risk For Homebuilders
Financial incentives like mortgage rate buydowns may boost sales today, but builders using them broadly risk margin erosion, mispricing, and long-term strategic misalignment—especially those without Lennar-scale flexibility.
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 11.08.23
D.R. Horton's 2023 Performance Gives It More Room To Run In '24
"Our strong balance sheet, liquidity and loan leverage provide us with significant financial flexibility to meet changing market conditions and continue aggregating market share." -- David Auld, Vice Chairman of the Board, D.R. Horton
Architecture 06.23.23
Why Spec Homes' Success May Light A Path To Housing's Future
Dire constraints come with benefits. They may actually ignite profitably-produced affordable, sustainable, and resilient housing. Simpler and more standardized.
Marketing & Sales 02.20.23
How Builders Play Defense And Offense Through Volatile Times
Amidst an intense level of volatility, builders are, have been, and will continue to serve as textbook case studies in strategic ambidexterity ... 'both-and' vs. 'either-or.'
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