TBDhousing economics
Capital
Squeeze On Privately-Capitalized Builders Tightens As Market Slows
As property valuations take a hit, a sudden glut of specs due to cancellations can trip a covenant, which can domino into a cash-flow crisis for builders without a back-up stash of ready money.
Leadership
Ready Or Not, It's Almost 'Pencils Down' Time For '23 Budget Plans
A wide range of business scenarios is plausible for the year ahead. Here are a couple of ideas on approaches to a sounder final budget and an 'ambidextrous' defense and offense to pick up a competitive edge.
Land
Bidders Thin Out On The Land Acquisition Front: Time To Pounce
As builders begin to curb once ravenous appetites for lots, counter-cyclical players step up their land purchases to buffer builders' risk exposure.
Together with
Builder Advisor Group
Leadership
Not Ones To Capitulate Without A Fight, Builders Go Full Day-To-Day
The verdict on the degree of risk – to prices, land valuations, lending agreements, vendor relationships, key team member talent retention, not to mention critical new R&D investment – is still out.
Land
Locals Got Hammered In '20 to '22 Housing Boom ... How About Now?
Hometowners often got priced-out as transplant refugees anted up ever higher prices for active for-sale inventory during the rush. Maybe some of that standing spec inventory can now price-in people who helped make those hot markets hot.
housing economics
Capital 09.16.22
Squeeze On Privately-Capitalized Builders Tightens As Market Slows
As property valuations take a hit, a sudden glut of specs due to cancellations can trip a covenant, which can domino into a cash-flow crisis for builders without a back-up stash of ready money.
Leadership 09.01.22
Ready Or Not, It's Almost 'Pencils Down' Time For '23 Budget Plans
A wide range of business scenarios is plausible for the year ahead. Here are a couple of ideas on approaches to a sounder final budget and an 'ambidextrous' defense and offense to pick up a competitive edge.
Land 08.30.22
Bidders Thin Out On The Land Acquisition Front: Time To Pounce
As builders begin to curb once ravenous appetites for lots, counter-cyclical players step up their land purchases to buffer builders' risk exposure.
Leadership 08.16.22
Not Ones To Capitulate Without A Fight, Builders Go Full Day-To-Day
The verdict on the degree of risk – to prices, land valuations, lending agreements, vendor relationships, key team member talent retention, not to mention critical new R&D investment – is still out.
Land 08.12.22
Locals Got Hammered In '20 to '22 Housing Boom ... How About Now?
Hometowners often got priced-out as transplant refugees anted up ever higher prices for active for-sale inventory during the rush. Maybe some of that standing spec inventory can now price-in people who helped make those hot markets hot.