TBDpublic homebuilder
Leadership
United Homes Group’s Board Crisis In Compliance Countdown
United Homes Group is running out of time to rebuild a functioning board and avoid a Nasdaq compliance breach. CEO Jack Micenko says day-to-day operations continue, but governance uncertainty and market headwinds now threaten the company’s stability.
Leadership
D.R. Horton’s Dominance Forces Rivals To Up Their Ground Game
D.R. Horton, a month removed from acquiring Greenville, SC-based SK Builders, is on the lookout for additional acquisition opportunities. The company plans to leverage its sheer scale to negotiate more favorable vendor contracts that private builders may struggle to replicate.
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
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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public homebuilder
Leadership 11.07.25
United Homes Group’s Board Crisis In Compliance Countdown
United Homes Group is running out of time to rebuild a functioning board and avoid a Nasdaq compliance breach. CEO Jack Micenko says day-to-day operations continue, but governance uncertainty and market headwinds now threaten the company’s stability.
Leadership 11.05.25
D.R. Horton’s Dominance Forces Rivals To Up Their Ground Game
D.R. Horton, a month removed from acquiring Greenville, SC-based SK Builders, is on the lookout for additional acquisition opportunities. The company plans to leverage its sheer scale to negotiate more favorable vendor contracts that private builders may struggle to replicate.
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 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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