TBDBrief
TBD Brief Posts
Policy
Reg Burden's A Bane, But Fixing Rules Alone Doesn't Mean Gain
For those whose livelihoods stem from work producing homes in the housing crisis, each area of expertise looks through his or her own lens, and each assigns a different weight of importance to forces that impact that cost curve.
Marketing & Sales
America's Covid Baby Bust Means The Future Has Arrived Early For Homebuilders
Demographics, the structural basis for long-range optimism in residential investment, real estate development, construction, distribution, and related manufacturing and partner businesses, has suddenly hoisted a Jolly Roger.
Technology
Solar Roof: A Tesla Power Play Elon Musk Must Flip From A Flop
Solar Roof's promises outshone its realities -- sticker-shock prices, installation nightmares, production and distribution. Regaining trust will be Musk's biggest challenge.
Capital
The Incredible Shrinking Spec Inventory of New Homes
Markers of buying power short-circuiting include a sudden scarcity of below $300k new homes, and a drying up of ready-to-occupy spec inventory. Interest rates had better damned well not go up.
Policy
Shut Off: Mortgage Data Reveals Race Gap In Pandemic Re-Fis
Disparities -- directly tied to racial discrimination -- define the threshold of the 2020s. Will they define the decade?
Marketing & Sales
America's Covid Baby Bust Means The Future Has Arrived Early For Homebuilders
Demographics, the structural basis for long-range optimism in residential investment, real estate development, construction, distribution, and related manufacturing and partner businesses, has suddenly hoisted a Jolly Roger.
Brief
Policy 06.25.21
Reg Burden's A Bane, But Fixing Rules Alone Doesn't Mean Gain
For those whose livelihoods stem from work producing homes in the housing crisis, each area of expertise looks through his or her own lens, and each assigns a different weight of importance to forces that impact that cost curve.
Marketing & Sales 06.24.21
America's Covid Baby Bust Means The Future Has Arrived Early For Homebuilders
Demographics, the structural basis for long-range optimism in residential investment, real estate development, construction, distribution, and related manufacturing and partner businesses, has suddenly hoisted a Jolly Roger.
Technology 06.24.21
Solar Roof: A Tesla Power Play Elon Musk Must Flip From A Flop
Solar Roof's promises outshone its realities -- sticker-shock prices, installation nightmares, production and distribution. Regaining trust will be Musk's biggest challenge.
Capital 06.24.21
The Incredible Shrinking Spec Inventory of New Homes
Markers of buying power short-circuiting include a sudden scarcity of below $300k new homes, and a drying up of ready-to-occupy spec inventory. Interest rates had better damned well not go up.
Policy 06.23.21
Shut Off: Mortgage Data Reveals Race Gap In Pandemic Re-Fis
Disparities -- directly tied to racial discrimination -- define the threshold of the 2020s. Will they define the decade?