TBDpublic homebuilder
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.
Land
Risk Revolution: Lessons from The Past, Challenges Of The Future
Scott Cox breaks down the evolving risk equation for homebuilders. Yesterday’s lessons won’t protect you from tomorrow’s threats.
Land
Meritage Homes Expands Footprint With Elliott Homes Buy
Strategic Gulf Coast inroads strengthen Meritage's reach in affordable, high-demand markets amid 2024’s fast-paced homebuilding M&A surge.
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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 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.
Land 02.11.25
Risk Revolution: Lessons from The Past, Challenges Of The Future
Scott Cox breaks down the evolving risk equation for homebuilders. Yesterday’s lessons won’t protect you from tomorrow’s threats.
Land 10.30.24
Meritage Homes Expands Footprint With Elliott Homes Buy
Strategic Gulf Coast inroads strengthen Meritage's reach in affordable, high-demand markets amid 2024’s fast-paced homebuilding M&A surge.
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