TBDlots
Capital
What D.R. Horton's Bang-Up Q3 Results Mean For Other Builders
A minimum of eight times in this morning's earnings call with Wall Street investment research analysts D.R. Horton c-suite executives used the word "market share," ... as in coming for more of yours.
Land
The Big Are Bullish While Others Set Sights On Spot Wins
"Builders are bullish," says Tony Avila, ceo of Builder Advisor Group. "They've been generating cash as they slowed or stopped acquiring land in '22. This gives them more capital to deploy for M&A, which gets them earnings faster."
Together with
Builder Advisor Group
Land
$100M Purchase Of Gulf Coast's Truland Homes Ups M&A Ante
With the acquisition, D.R. Horton deepens an already entrenched and expansive local scale, and gets a big bump up in market share in one of the nation's 10 hottest pandemic era domestic migration magnets.
Together with
Builder Advisor Group
Land
Will Spring's Green Shoots Take Firm Root In A Higher-Rate Era?
After today's expected Fed pause and plans to continue to raise its funds rate twice more this year, the stress tests -- on consumer households, employers, and financial markets -- will continue to try to shock them into capitulation.
Land
To Get Out Of Housing's Echo Chamber ... How About A Plan?
It would be naïve to think there is an argument that will win over most of these folks. But we need to convince some and at least lessen the negative passion of a material proportion of the rest.
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TBDVOICES
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DEBORAH BLAKE
EVERYTHING 55+
Best-Laid Plans — How to Drive Success With 55+ Communities
Location, amenities, land plan, and future-proofed homes ... the first of a multi-episode series from Ipsum Group Principal and Founder Deborah Blake
MOST POPULAR
lots
Capital 07.20.23
What D.R. Horton's Bang-Up Q3 Results Mean For Other Builders
A minimum of eight times in this morning's earnings call with Wall Street investment research analysts D.R. Horton c-suite executives used the word "market share," ... as in coming for more of yours.
Land 07.19.23
The Big Are Bullish While Others Set Sights On Spot Wins
"Builders are bullish," says Tony Avila, ceo of Builder Advisor Group. "They've been generating cash as they slowed or stopped acquiring land in '22. This gives them more capital to deploy for M&A, which gets them earnings faster."
Land 07.05.23
$100M Purchase Of Gulf Coast's Truland Homes Ups M&A Ante
With the acquisition, D.R. Horton deepens an already entrenched and expansive local scale, and gets a big bump up in market share in one of the nation's 10 hottest pandemic era domestic migration magnets.
Land 06.14.23
Will Spring's Green Shoots Take Firm Root In A Higher-Rate Era?
After today's expected Fed pause and plans to continue to raise its funds rate twice more this year, the stress tests -- on consumer households, employers, and financial markets -- will continue to try to shock them into capitulation.
Land 05.23.23
To Get Out Of Housing's Echo Chamber ... How About A Plan?
It would be naïve to think there is an argument that will win over most of these folks. But we need to convince some and at least lessen the negative passion of a material proportion of the rest.
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