TBDinterest rate policy
Leadership
When Bad News Is Good News, It's Time Builders Buckled Up
A pre-pandemic "normal," feeding into a break-out generational demographics-driven mid-decade for market-rate homebuilding, continues to be what we hear most often as the "ear-to-the-ground" scenario of choice among homebuilding operators.
Leadership
How Builders Can Dial Up Value While Others Compete On Price
The risk of not standing out, standing apart, and standing above increases on an axis equal to or greater than the trajectory of monthly payments as price and rates push higher.
Together with
Westwood Insurance Agency
Capital
How Smaller Builders Say They'll Navigate Higher-For-Longer Rates
Capital lending, investment, homebuilding, and development professionals face a no-choice moment to digest and game-out impacts of a higher-for-longer interest rate regime. For smaller players, it may be a selling decision time.
Capital
Early-Movers D.R. Horton And Pretium Signal It's Their Time To Strike
The $1.5 billion agreement between Pretium and D.R. Horton reflects conviction of each of the participants around two plausibilities, or perhaps, likelihoods. That doesn't mean they're bound to turn out as expected.
Leadership
Trough Coming Or Going, Expect The Unexpected In The 2023 Plan
Here are data points that tend to run counter to narratives that shape our plans. Assumptions support our planning; what happens if our assumptions – even ones based on the consensus of expert thinking – don't prove correct, or go sideways?
interest rate policy
Leadership 11.03.23
When Bad News Is Good News, It's Time Builders Buckled Up
A pre-pandemic "normal," feeding into a break-out generational demographics-driven mid-decade for market-rate homebuilding, continues to be what we hear most often as the "ear-to-the-ground" scenario of choice among homebuilding operators.
Leadership 09.27.23
How Builders Can Dial Up Value While Others Compete On Price
The risk of not standing out, standing apart, and standing above increases on an axis equal to or greater than the trajectory of monthly payments as price and rates push higher.
Capital 08.18.23
How Smaller Builders Say They'll Navigate Higher-For-Longer Rates
Capital lending, investment, homebuilding, and development professionals face a no-choice moment to digest and game-out impacts of a higher-for-longer interest rate regime. For smaller players, it may be a selling decision time.
Capital 06.05.23
Early-Movers D.R. Horton And Pretium Signal It's Their Time To Strike
The $1.5 billion agreement between Pretium and D.R. Horton reflects conviction of each of the participants around two plausibilities, or perhaps, likelihoods. That doesn't mean they're bound to turn out as expected.
Leadership 12.05.22
Trough Coming Or Going, Expect The Unexpected In The 2023 Plan
Here are data points that tend to run counter to narratives that shape our plans. Assumptions support our planning; what happens if our assumptions – even ones based on the consensus of expert thinking – don't prove correct, or go sideways?