TBDhouse prices
Marketing & Sales
In Housing's New Normal Rules, Supply And Demand Matter Less
For what comes next in market-rate housing -- given low supply and what will become pent-up demand -- count on experts to talk of slowdowns, softness, downturns, etc. in terms of letters: V, L, U, W, and K. After that, a boom resumes.
Leadership
It Rhymes With Trouble And Flashes Orange Before It Goes Red
For Frank Anton, the strongest signals in housing are ones that impact a stark 'fundamentals' gap between households' payment power and the combo of asking prices and monthly costs. Data, evidence, action.
Policy
Tighter Policy Makes For A Rough Go Near-Term — But It's Needed
A recipe to stave off disaster two years ago could become one if policymakers don't create conditions for the 'invisible hand of the markets' to restore balance.
Marketing & Sales
Two Action Tactics Homebuilders Can Take Now Amid Unknowns
The two biggest opportunity areas for resiliency and preventative fitness are on the land investment and sales fronts -- where you can focus on preparing for a bumpier ride ahead with an ultra conservative reforecast.
Capital
Pool Of Priced-Out Households Spreads In Inflation's, Rates' Grip
Market by market, a relatively healthy universe of households capable of new-home payment power shrinks as price and interest rate increases take hold. Now, that's accelerating.
house prices
Marketing & Sales 04.26.22
In Housing's New Normal Rules, Supply And Demand Matter Less
For what comes next in market-rate housing -- given low supply and what will become pent-up demand -- count on experts to talk of slowdowns, softness, downturns, etc. in terms of letters: V, L, U, W, and K. After that, a boom resumes.
Leadership 04.12.22
It Rhymes With Trouble And Flashes Orange Before It Goes Red
For Frank Anton, the strongest signals in housing are ones that impact a stark 'fundamentals' gap between households' payment power and the combo of asking prices and monthly costs. Data, evidence, action.
Policy 04.06.22
Tighter Policy Makes For A Rough Go Near-Term — But It's Needed
A recipe to stave off disaster two years ago could become one if policymakers don't create conditions for the 'invisible hand of the markets' to restore balance.
Marketing & Sales 03.31.22
Two Action Tactics Homebuilders Can Take Now Amid Unknowns
The two biggest opportunity areas for resiliency and preventative fitness are on the land investment and sales fronts -- where you can focus on preparing for a bumpier ride ahead with an ultra conservative reforecast.
Capital 03.08.22
Pool Of Priced-Out Households Spreads In Inflation's, Rates' Grip
Market by market, a relatively healthy universe of households capable of new-home payment power shrinks as price and interest rate increases take hold. Now, that's accelerating.