TBDlending
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.
Marketing & Sales
Process Of Elimination: How The Next Fed Rate Hike May Hit Buyers
Fed hikes and higher borrowing costs siphon both consumer households and commercial investor-lenders from the market. Within the past 2 weeks, underwriting for 1x1 existing home acquisitions for SFR went dark.
Marketing & Sales
Believe Millennial Home Demand Is Unwaverable At Your Own Peril
Homebuilders can no longer count on macro economics, pandemic panic, and Fed policy to pull Millennial households into their force-field. Classic competitive marketing, selling, and customer focus are going to have to do that job now. Who's up to the challenge?
Leadership
Private-Public Homebuilder Divides Sharpen As Market Shifts
Builder sentiment takes a big hit as would-be homebuyers and their payment power fail to keep pace with price and interest rate shocks. Now builders begin to open their toolbox for rougher-going ahead.
Capital
Even As Builders Nod To More Headwinds, They're Upbeat
Which builders' capability gives them a lead in the race with time? Which will get left behind? Everybody doesn't win this time.
lending
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.
Marketing & Sales 07.25.22
Process Of Elimination: How The Next Fed Rate Hike May Hit Buyers
Fed hikes and higher borrowing costs siphon both consumer households and commercial investor-lenders from the market. Within the past 2 weeks, underwriting for 1x1 existing home acquisitions for SFR went dark.
Marketing & Sales 07.12.22
Believe Millennial Home Demand Is Unwaverable At Your Own Peril
Homebuilders can no longer count on macro economics, pandemic panic, and Fed policy to pull Millennial households into their force-field. Classic competitive marketing, selling, and customer focus are going to have to do that job now. Who's up to the challenge?
Leadership 05.17.22
Private-Public Homebuilder Divides Sharpen As Market Shifts
Builder sentiment takes a big hit as would-be homebuyers and their payment power fail to keep pace with price and interest rate shocks. Now builders begin to open their toolbox for rougher-going ahead.
Capital 03.17.22
Even As Builders Nod To More Headwinds, They're Upbeat
Which builders' capability gives them a lead in the race with time? Which will get left behind? Everybody doesn't win this time.