TBDprivate homebuilder
Capital
Hunt Companies Buys View Homes Amid M&A Wave
The early-October deal signals a growing M&A presence of patient capital platforms -- some of them global asset managers --backing operators as capital pressure mounts on private builders in a long-term bright-future backdrop for U.S. residential development.
Leadership
A Fed Rate Cut Will Not Reset Homebuilders’ Margin Math
Tomorrow’s Fed move may nudge mortgage rates lower. But structural land, fee, labor, and insurance costs suggest high-teen margins are here to stay.
Leadership
Clear Thinking, Hard Truths: Focus On Excellence Fireside Chat Revealed
David Sinkey, Jeff Handlin, and Scott Cox bring blunt insight on private builder challenges, capital traps, and cultural accountability. Clarity isn't a buzzword, but a future-proof game plan.
Leadership
Private Homebuilders Find a Floor, But Not Much Cushion
Margins are thin, incentives are costly, and competition with publics is bruising. Yet private homebuilders see the beginning flickers of predictability — and even cautious optimism for 2026.
Leadership
Buffett’s Latest Homebuilder Bet Reshapes The Balance of Power
Berkshire Hathaway’s investment reentry into D.R. Horton and Lennar signals more than stock market timing. It affirms which builders will endure — and which may struggle — as housing’s tide recedes ... at least for now.
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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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private homebuilder
Capital 10.27.25
Hunt Companies Buys View Homes Amid M&A Wave
The early-October deal signals a growing M&A presence of patient capital platforms -- some of them global asset managers --backing operators as capital pressure mounts on private builders in a long-term bright-future backdrop for U.S. residential development.
Leadership 09.16.25
A Fed Rate Cut Will Not Reset Homebuilders’ Margin Math
Tomorrow’s Fed move may nudge mortgage rates lower. But structural land, fee, labor, and insurance costs suggest high-teen margins are here to stay.
Leadership 09.12.25
Clear Thinking, Hard Truths: Focus On Excellence Fireside Chat Revealed
David Sinkey, Jeff Handlin, and Scott Cox bring blunt insight on private builder challenges, capital traps, and cultural accountability. Clarity isn't a buzzword, but a future-proof game plan.
Leadership 08.25.25
Private Homebuilders Find a Floor, But Not Much Cushion
Margins are thin, incentives are costly, and competition with publics is bruising. Yet private homebuilders see the beginning flickers of predictability — and even cautious optimism for 2026.
Leadership 08.20.25
Buffett’s Latest Homebuilder Bet Reshapes The Balance of Power
Berkshire Hathaway’s investment reentry into D.R. Horton and Lennar signals more than stock market timing. It affirms which builders will endure — and which may struggle — as housing’s tide recedes ... at least for now.
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