TBDeconomics
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?
Capital
Gravity Yanks LBM Back To Earth, Labor Retakes Spot As No. 1 Risk
As lumber and other commodities begin to obey market laws of gravity, the underlying issue -- people -- clarifies as the root issue to focus on for the present and future.
Leadership
Builders Fret As The I-Word Bandies Between Wall Street And Capitol Hill
As market-rate builders sweat out Fed policy agenda on managing inflation and its impact on borrowing costs, site-level risk -- from potential construction defect backsliding -- also grows.
Policy
A 20-Year Gap Of 5 Million Homes Not Built Defines '20s Challenge
In shock-therapy approach, the National Association of Realtors calls on lawmakers to call housing what it is ... infrastructure, and fund it accordingly.
Capital
Gravity Yanks LBM Back To Earth, Labor Retakes Spot As No. 1 Risk
As lumber and other commodities begin to obey market laws of gravity, the underlying issue -- people -- clarifies as the root issue to focus on for the present and future.
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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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economics
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?
Capital 06.22.21
Gravity Yanks LBM Back To Earth, Labor Retakes Spot As No. 1 Risk
As lumber and other commodities begin to obey market laws of gravity, the underlying issue -- people -- clarifies as the root issue to focus on for the present and future.
Leadership 06.22.21
Builders Fret As The I-Word Bandies Between Wall Street And Capitol Hill
As market-rate builders sweat out Fed policy agenda on managing inflation and its impact on borrowing costs, site-level risk -- from potential construction defect backsliding -- also grows.
Policy 06.17.21
A 20-Year Gap Of 5 Million Homes Not Built Defines '20s Challenge
In shock-therapy approach, the National Association of Realtors calls on lawmakers to call housing what it is ... infrastructure, and fund it accordingly.
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