TBD Leadership
Where experience, wisdom, willingness to learn, and presence empower team members and partners to be bold, to together frame challenge as opportunity, to be their best selves.
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
Buffett's 2025 Shareholder Letter: Leadership Lessons for Builders
Warren Buffett's 2025 shareholder letter delivers wisdom on trust, adaptability, empathy, and long-term thinking—essential for homebuilding leaders facing today’s volatility. His words challenge executives to distinguish between controllable factors and those beyond their grasp.
Leadership
Rick Lawson Joins TBD: Stories That Shape Housing’s Future
Rick Lawson brings deep historical insight and a solutions-driven approach to housing’s toughest challenges. His work connects past policies to today’s affordability, zoning, and development realities, offering strategic leaders invaluable perspective.
Leadership
An Outlier In Affordable Market-Rate Ground-Up Homebuilding
Rising costs and falling affordability haven't stopped McGuinn Homes from serving homebuyers others overlook or fail to price in. Filling that unmet need means a steep growth trajectory.
Together with
McGuinn Homes
Leadership
Why Homebuilders’ Futures Depends On Data And Trust
A home sale hinges on predictability, efficiency, and confidence. In a high-risk insurance market, builders need data-driven solutions to remove obstacles for buyers.
Together with
Westwood Insurance Agency
Leadership
Lennar-Rausch Coleman: A Homebuilding Model Rewritten
The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.
