TBDhomebuilding operational excellence
Leadership
Lennar Sets A New Tone As Margins Shrink, Moves Multiply
When America’s 2nd biggest builder pumps the brakes—even slightly—there’s more going on than quarterly numbers. Our Monday deep-dive connects the dots between Lennar’s Q3 tone shift and a pivotal moment for the entire homebuilding ecosystem.
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.
Capital
Capital, Time, and Trade-Offs: New Realities of Builder Growth
Private builders can still scale, but not on yesterday’s formulas. Scott Cox details the pitfalls of institutional capital, the “too many hands in the cookie jar” problem, and how land partnerships, fee-building, and market positioning offer viable paths forward.
Leadership
Four Futures of Homebuilding: Which One Are You Ready For?
The future of U.S. homebuilding won’t unfold in a straight line. At Focus On Excellence, leaders will work through four bold scenarios that sharpen decisions for 2026—and reshape the industry by 2030.
Leadership
When the Ground Shifts, Home Builders That Keep Moving Win
Six months of sliding permits, thinning margins, and tighter financing are testing private builders like never before. In Denver this October, we’ll tackle the operational, strategic, and capital moves that can keep you moving — and ahead.
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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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homebuilding operational excellence
Leadership 09.22.25
Lennar Sets A New Tone As Margins Shrink, Moves Multiply
When America’s 2nd biggest builder pumps the brakes—even slightly—there’s more going on than quarterly numbers. Our Monday deep-dive connects the dots between Lennar’s Q3 tone shift and a pivotal moment for the entire homebuilding ecosystem.
Leadership 09.16.25
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.
Capital 09.08.25
Capital, Time, and Trade-Offs: New Realities of Builder Growth
Private builders can still scale, but not on yesterday’s formulas. Scott Cox details the pitfalls of institutional capital, the “too many hands in the cookie jar” problem, and how land partnerships, fee-building, and market positioning offer viable paths forward.
Leadership 08.29.25
Four Futures of Homebuilding: Which One Are You Ready For?
The future of U.S. homebuilding won’t unfold in a straight line. At Focus On Excellence, leaders will work through four bold scenarios that sharpen decisions for 2026—and reshape the industry by 2030.
Leadership 08.15.25
When the Ground Shifts, Home Builders That Keep Moving Win
Six months of sliding permits, thinning margins, and tighter financing are testing private builders like never before. In Denver this October, we’ll tackle the operational, strategic, and capital moves that can keep you moving — and ahead.
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