TBDreal estate economic news
Leadership
Mid-Earnings, Here's How Eight Publics Score On 4 Key Metrics
We looked -- apples to apples -- at eight public homebuilding companies' performance data and commentary on pace, price, spec, and profit outlook to see how they compare and contrast.
Land
The Elephant In The Land Acq Room: Underwriting For Inflation
We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.
Leadership
A Shrinking Middle Class Is Both A Risk And Upside For Builders
Leaders in residential construction, development, and investment must focus not only on missing middle housing. They need as well to focus the challenge and opportunity of the missing middle class.
Capital
Doldrums Unsettle Builders As Sales Slow, Cancels Creep Up
A spreading belief among homebuyer prospects is that new home prices must and will come down from where they are and – in light of the growing use of concessions and incentives – that they've already started on their way down.
Leadership
Late-Spring Selling Softens: Speed-Bump Or Inflection Point?
The depth, geographic pervasiveness, and readiness among "haves" to become new-home buyers have created a Goldilocks era for homebuilders in 2023 and, so far, through mid-2024.
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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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real estate economic news
Leadership 07.30.24
Mid-Earnings, Here's How Eight Publics Score On 4 Key Metrics
We looked -- apples to apples -- at eight public homebuilding companies' performance data and commentary on pace, price, spec, and profit outlook to see how they compare and contrast.
Land 07.17.24
The Elephant In The Land Acq Room: Underwriting For Inflation
We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.
Leadership 06.10.24
A Shrinking Middle Class Is Both A Risk And Upside For Builders
Leaders in residential construction, development, and investment must focus not only on missing middle housing. They need as well to focus the challenge and opportunity of the missing middle class.
Capital 06.04.24
Doldrums Unsettle Builders As Sales Slow, Cancels Creep Up
A spreading belief among homebuyer prospects is that new home prices must and will come down from where they are and – in light of the growing use of concessions and incentives – that they've already started on their way down.
Leadership 05.20.24
Late-Spring Selling Softens: Speed-Bump Or Inflection Point?
The depth, geographic pervasiveness, and readiness among "haves" to become new-home buyers have created a Goldilocks era for homebuilders in 2023 and, so far, through mid-2024.
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