TBDHomebuilding
Land
Underwriting In A New World Order Of Higher-Longer Rates
Determine “what’s the bet?” What are we really banking on or believing in that leads us to do this deal? You can’t answer this question rigorously unless you are ruthlessly honest in your pro formas. -- A Scott Cox MasterClass
Together with
New Home Star
Leadership
RIFs Alone Won't Outrun Revenue Loss. Here's An Option
The way layoffs work is that the loss in capability – i.e. revenue reduction – often eclipses any gains in margin protection. This sets a Catch-22 of racing-to-the-bottom in motion that it's hard to stop unless economic and demand tides turn and start raising "all boats."
Together with
FTS
Technology
Builders Prepped For Bumpy Times; Now They Need Agility To Ride Them Out
With volatility running off the charts, trying, learning, and refining so that your team can secure gains without backsliding and avoid populating missteps into a process that must happen fast and work right the first time is a table-stakes condition of survival.
Together with
Constellation Homebuilder Systems
Marketing & Sales
Volatility And The Myth Of Predictive Customer Data: A Tactical Alternative
A relatively better-than-expected and improving outlook among homebuilders – based on conditions and order trends and traffic and other tips builders get into the strength of their demand – may add up to yesterday's news.
Leadership
1st-Mover Lennar Continues To Set Pace, Starts As Cash Drivers
Lennar's core strategy to fuse price, pace, and production at a volume level that remains consistent maps the enterprise to fill the present market's dire unmet need, and the future market's most explosive growth opportunity.
Homebuilding
Land 03.22.23
Underwriting In A New World Order Of Higher-Longer Rates
Determine “what’s the bet?” What are we really banking on or believing in that leads us to do this deal? You can’t answer this question rigorously unless you are ruthlessly honest in your pro formas. -- A Scott Cox MasterClass
Leadership 03.21.23
RIFs Alone Won't Outrun Revenue Loss. Here's An Option
The way layoffs work is that the loss in capability – i.e. revenue reduction – often eclipses any gains in margin protection. This sets a Catch-22 of racing-to-the-bottom in motion that it's hard to stop unless economic and demand tides turn and start raising "all boats."
Technology 03.20.23
Builders Prepped For Bumpy Times; Now They Need Agility To Ride Them Out
With volatility running off the charts, trying, learning, and refining so that your team can secure gains without backsliding and avoid populating missteps into a process that must happen fast and work right the first time is a table-stakes condition of survival.
Marketing & Sales 03.17.23
Volatility And The Myth Of Predictive Customer Data: A Tactical Alternative
A relatively better-than-expected and improving outlook among homebuilders – based on conditions and order trends and traffic and other tips builders get into the strength of their demand – may add up to yesterday's news.
Leadership 03.15.23
1st-Mover Lennar Continues To Set Pace, Starts As Cash Drivers
Lennar's core strategy to fuse price, pace, and production at a volume level that remains consistent maps the enterprise to fill the present market's dire unmet need, and the future market's most explosive growth opportunity.