TBDlocal markets
Architecture
Today's Edge Goes To Builder Players With Time On Their Side
Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."
Leadership
1st-Mover Lennar Continues To Set Pace, Starts As Cash Drivers
Lennar's core strategy to fuse price, pace, and production at a volume level that remains consistent maps the enterprise to fill the present market's dire unmet need, and the future market's most explosive growth opportunity.
Leadership
A Start To Healing Rampant Crises Of Confidence: Focus On Making Places Safer
Running through the present, even scoping to a close-up on homebuilders' Spring Selling season – with countless sources in the past and countless future destinations – streams a stack of crises of confidence, riding piggy-back on one another.
Marketing & Sales
Buck The Trend: Find The Buyers' Whose Best Time To Buy Is Now
A "soft landing" calculus for homebuilders in 2023 – based on eventually lowering input costs, transferring some of those savings plus some gross margin points to lower asking prices, and re-securing an absorption rate – is the story many operators and principals are sticking to right now
Capital
With $85 Million Buy Of 80% Of Southern Impression Homes, Gehan Kickstarts M&A
With signals pointing in two opposite directions, long-term players with cash in hand get more value for the dollar as they secure capability to explode once mojo returns to housing's wider market.
Together with
Builder Advisor Group
local markets
Architecture 03.27.23
Today's Edge Goes To Builder Players With Time On Their Side
Despite our confidence in what we know and how certain we are of our predictions coming true, it's always uncannily the case that "time discovers truth."
Leadership 03.15.23
1st-Mover Lennar Continues To Set Pace, Starts As Cash Drivers
Lennar's core strategy to fuse price, pace, and production at a volume level that remains consistent maps the enterprise to fill the present market's dire unmet need, and the future market's most explosive growth opportunity.
Leadership 03.14.23
A Start To Healing Rampant Crises Of Confidence: Focus On Making Places Safer
Running through the present, even scoping to a close-up on homebuilders' Spring Selling season – with countless sources in the past and countless future destinations – streams a stack of crises of confidence, riding piggy-back on one another.
Marketing & Sales 01.20.23
Buck The Trend: Find The Buyers' Whose Best Time To Buy Is Now
A "soft landing" calculus for homebuilders in 2023 – based on eventually lowering input costs, transferring some of those savings plus some gross margin points to lower asking prices, and re-securing an absorption rate – is the story many operators and principals are sticking to right now
Capital 01.17.23
With $85 Million Buy Of 80% Of Southern Impression Homes, Gehan Kickstarts M&A
With signals pointing in two opposite directions, long-term players with cash in hand get more value for the dollar as they secure capability to explode once mojo returns to housing's wider market.