TBDHousing starts

Starts, Permits Data Underline Strategic Crossroads For Builders

Capital

Starts, Permits Data Underline Strategic Crossroads For Builders

With housing starts and permits in flux, the stakes for homebuilding leaders are mounting fast. As we ramp up to Spring Selling, this analysis explores a critical question: How much spec is too much in any given market?

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Leadership

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Demographics – namely, the magnitude of Millennial and GenZ adult households and Baby Boom movers – may add up to a decade or more of new-home demand. Maybe don't bet on a smooth trajectory.

Only The Months Ahead Will Tell Whether Buyers Are Okay With Higher-For-Longer

Leadership

Only The Months Ahead Will Tell Whether Buyers Are Okay With Higher-For-Longer

You'd think, judging from the narrative so far, the cure for high prices might be to simply get used to them. Don't consider them an ailment worth the effort to cure. But that's a risky bet.

Forecast Season: Be Sure Your Shock Absorber Is Built To Last

Capital

Forecast Season: Be Sure Your Shock Absorber Is Built To Last

Here's a sneak-peak at the first of the national housing forecasts for 2024, and what they signal about business conditions.

Leveling The Field: How Outlier Local Builders Can Win On Land

Capital

Leveling The Field: How Outlier Local Builders Can Win On Land

Land deals are out there to be had. Getting them to pencil — especially with upward or downward pricing flexility in the mix — puts capital and its cost in focus.

Together with

SNAP.BUILD

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Starts, Permits Data Underline Strategic Crossroads For Builders

Capital

Starts, Permits Data Underline Strategic Crossroads For Builders

With housing starts and permits in flux, the stakes for homebuilding leaders are mounting fast. As we ramp up to Spring Selling, this analysis explores a critical question: How much spec is too much in any given market?

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Leadership

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Demographics – namely, the magnitude of Millennial and GenZ adult households and Baby Boom movers – may add up to a decade or more of new-home demand. Maybe don't bet on a smooth trajectory.

Only The Months Ahead Will Tell Whether Buyers Are Okay With Higher-For-Longer

Leadership

Only The Months Ahead Will Tell Whether Buyers Are Okay With Higher-For-Longer

You'd think, judging from the narrative so far, the cure for high prices might be to simply get used to them. Don't consider them an ailment worth the effort to cure. But that's a risky bet.

Forecast Season: Be Sure Your Shock Absorber Is Built To Last

Capital

Forecast Season: Be Sure Your Shock Absorber Is Built To Last

Here's a sneak-peak at the first of the national housing forecasts for 2024, and what they signal about business conditions.

Leveling The Field: How Outlier Local Builders Can Win On Land

Capital

Leveling The Field: How Outlier Local Builders Can Win On Land

Land deals are out there to be had. Getting them to pencil — especially with upward or downward pricing flexility in the mix — puts capital and its cost in focus.

Together with

SNAP.BUILD

Housing starts

Starts, Permits Data Underline Strategic Crossroads For Builders

Capital 01.17.25

Starts, Permits Data Underline Strategic Crossroads For Builders

With housing starts and permits in flux, the stakes for homebuilding leaders are mounting fast. As we ramp up to Spring Selling, this analysis explores a critical question: How much spec is too much in any given market?

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Leadership 06.20.24

Pictures Tell Stories: This Chart Is A Housing Market Cautionary Tale

Demographics – namely, the magnitude of Millennial and GenZ adult households and Baby Boom movers – may add up to a decade or more of new-home demand. Maybe don't bet on a smooth trajectory.

Only The Months Ahead Will Tell Whether Buyers Are Okay With Higher-For-Longer

Leadership 05.30.24

Only The Months Ahead Will Tell Whether Buyers Are Okay With Higher-For-Longer

You'd think, judging from the narrative so far, the cure for high prices might be to simply get used to them. Don't consider them an ailment worth the effort to cure. But that's a risky bet.

Forecast Season: Be Sure Your Shock Absorber Is Built To Last

Capital 10.16.23

Forecast Season: Be Sure Your Shock Absorber Is Built To Last

Here's a sneak-peak at the first of the national housing forecasts for 2024, and what they signal about business conditions.

Leveling The Field: How Outlier Local Builders Can Win On Land

Capital 06.21.23

Leveling The Field: How Outlier Local Builders Can Win On Land

Land deals are out there to be had. Getting them to pencil — especially with upward or downward pricing flexility in the mix — puts capital and its cost in focus.