TBDLand deflation
Land
The Past As Prologue And How To Avoid Repeating Mistakes Again
It's not a matter of whether 'this time's different' that's meaningful. It's how this time is different and the impacts that difference will have on your staying power in 2023 and beyond.
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.
Capital
Reality Check: Wall St Finds Big SFR Land Bets Awash In Delays
According to an insider, nine of 10 financial player deals done between early '21 and the end of 2022 won't perform to pro forma business modeling. Here's why.
Capital
Can A Bubble Boil With All The Toil But Not The Trouble?
Soft-landing scenarios ... we've heard them before. Here's ways leaders can control where their firms wind up coming out of price-shock bottlenecks in the months ahead.
Capital
Foreclosures May Be Benign Statistically, But Stay Tuned
Foreclosure activity rates rose sharply month-on-month from January 2021 to February, per ATTOM Data. Any cause for worry about widening distress?
Capital
Foreclosures May Be Benign Statistically, But Stay Tuned
Foreclosure activity rates rose sharply month-on-month from January 2021 to February, per ATTOM Data. Any cause for worry about widening distress?
Land deflation
Land 10.31.22
The Past As Prologue And How To Avoid Repeating Mistakes Again
It's not a matter of whether 'this time's different' that's meaningful. It's how this time is different and the impacts that difference will have on your staying power in 2023 and beyond.
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.
Capital 01.28.22
Reality Check: Wall St Finds Big SFR Land Bets Awash In Delays
According to an insider, nine of 10 financial player deals done between early '21 and the end of 2022 won't perform to pro forma business modeling. Here's why.
Capital 06.11.21
Can A Bubble Boil With All The Toil But Not The Trouble?
Soft-landing scenarios ... we've heard them before. Here's ways leaders can control where their firms wind up coming out of price-shock bottlenecks in the months ahead.
Capital 03.22.21
Foreclosures May Be Benign Statistically, But Stay Tuned
Foreclosure activity rates rose sharply month-on-month from January 2021 to February, per ATTOM Data. Any cause for worry about widening distress?