TBDS&P CoreLogic Case-Shiller Home Price Index
Capital
Will The Green Shoots Of April Take Root And Flourish Or Not?
"It depends," Dr. Shiller replied, in the shape of the shrug. "I don't know," he said, still in the shape of the shrug. He finally shook it off, adding, "And if anybody tells you they know the answer to that, they're lying."
Architecture
Today's Edge Goes To Builder Players With Time On Their Side
Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."
Land
Locals Got Hammered In '20 to '22 Housing Boom ... How About Now?
Hometowners often got priced-out as transplant refugees anted up ever higher prices for active for-sale inventory during the rush. Maybe some of that standing spec inventory can now price-in people who helped make those hot markets hot.
Policy
2022: The Year Homebuilders Must Re-secure Their Build Cycle
In spite of ongoing supply chain disruptions, builders need to regain predictability over their start-to-completion schedules to restore an operational model to build on.
Marketing & Sales
In Housing's New Normal Rules, Supply And Demand Matter Less
For what comes next in market-rate housing -- given low supply and what will become pent-up demand -- count on experts to talk of slowdowns, softness, downturns, etc. in terms of letters: V, L, U, W, and K. After that, a boom resumes.
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S&P CoreLogic Case-Shiller Home Price Index
Capital 04.03.23
Will The Green Shoots Of April Take Root And Flourish Or Not?
"It depends," Dr. Shiller replied, in the shape of the shrug. "I don't know," he said, still in the shape of the shrug. He finally shook it off, adding, "And if anybody tells you they know the answer to that, they're lying."
Architecture 03.27.23
Today's Edge Goes To Builder Players With Time On Their Side
Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."
Land 08.12.22
Locals Got Hammered In '20 to '22 Housing Boom ... How About Now?
Hometowners often got priced-out as transplant refugees anted up ever higher prices for active for-sale inventory during the rush. Maybe some of that standing spec inventory can now price-in people who helped make those hot markets hot.
Policy 06.20.22
2022: The Year Homebuilders Must Re-secure Their Build Cycle
In spite of ongoing supply chain disruptions, builders need to regain predictability over their start-to-completion schedules to restore an operational model to build on.
Marketing & Sales 04.26.22
In Housing's New Normal Rules, Supply And Demand Matter Less
For what comes next in market-rate housing -- given low supply and what will become pent-up demand -- count on experts to talk of slowdowns, softness, downturns, etc. in terms of letters: V, L, U, W, and K. After that, a boom resumes.
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