TBDsales
Leadership
Bellwether Lennar Sets A Pace That Challenges Others On Price
In ultra-concentrated markets where big nationals have deepened scale, where the public companies lead on price, private homebuilders hardly dare not to follow.
Capital
Homebuilding's Biggest Challenge For Q4 2022: Setting The Floor
Price, pace, and product are all in play in the wake of the impacts of inflation, schedule disruptions, and soaring rates. Expect the winners to be first to market with new prices, new products, and new absorption rate momentum.
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.
Leadership
Why The Next 150 Days Matter So Much As Builders Seek Equilibrium
Here's three ways the markets will give clear answers to questions about where price and pace ratios may settle. The caveat is, solving for clarity won't solve for the market's contraditions.
Leadership
Builders Jockey To Corner Share Gains In Fast Tightening Markets
Week to week and day to day changes in data on sales pace, community absorptions, concessions and incentives, and cancellations add 'headline risk' as a challenge on top of economic forces.
SIGN UP FOR OUR DAILY NEWSLETTER
Keep up with the latest and most popular content.
TBDVOICES
Check out what some of the key voices in the industry have to say.
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
sales
Leadership 09.23.22
Bellwether Lennar Sets A Pace That Challenges Others On Price
In ultra-concentrated markets where big nationals have deepened scale, where the public companies lead on price, private homebuilders hardly dare not to follow.
Capital 09.22.22
Homebuilding's Biggest Challenge For Q4 2022: Setting The Floor
Price, pace, and product are all in play in the wake of the impacts of inflation, schedule disruptions, and soaring rates. Expect the winners to be first to market with new prices, new products, and new absorption rate momentum.
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.
Leadership 08.05.22
Why The Next 150 Days Matter So Much As Builders Seek Equilibrium
Here's three ways the markets will give clear answers to questions about where price and pace ratios may settle. The caveat is, solving for clarity won't solve for the market's contraditions.
Leadership 07.11.22
Builders Jockey To Corner Share Gains In Fast Tightening Markets
Week to week and day to day changes in data on sales pace, community absorptions, concessions and incentives, and cancellations add 'headline risk' as a challenge on top of economic forces.
DATA DELIVERED TO YOUR INBOX
Keep up with the latest data and most popular content.
