TBDsupply and demand
Marketing & Sales
Demand Without Wherewithal Is Either Pent-Up Or Priced Out
The tale of the housing demand tape is invariably a function of a household's payment power proximity versus a gap whose quantifiable size is as a down payment plus monthly payment baselines.
Leadership
Capitulation, Yes, But Resignation? Not Happening
Sentiment is not the same as resolve. Sentiment is not the same as determination and cunning, and a next-batch of survival steps many homebuilders know by heart.
Policy
The Near- And Medium-Term Future Of Housing Is On '22 Ballot
The 2022 midterm elections will likely meaningfully impact lives, livelihoods, assets, entities, and going-concerns orbiting the sphere of homes, neighborhoods, shelter, and what it will take to make more of them all.
Policy
Volatility Is The New Normal In Homebuilding And Development
Beyond a bumpy, choppy, spotty near-term, turbulence seems more and more likely over the longer haul as well.
Policy
Housing's Crisis Spreads As Barriers To Building Stretch Higher
Money, time, and [political and social] will are the only things standing between 3.8 million 'underbuilt' homes and a better supply-demand balance. That's all.
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


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supply and demand
Marketing & Sales 03.02.23
Demand Without Wherewithal Is Either Pent-Up Or Priced Out
The tale of the housing demand tape is invariably a function of a household's payment power proximity versus a gap whose quantifiable size is as a down payment plus monthly payment baselines.
Leadership 11.16.22
Capitulation, Yes, But Resignation? Not Happening
Sentiment is not the same as resolve. Sentiment is not the same as determination and cunning, and a next-batch of survival steps many homebuilders know by heart.
Policy 11.07.22
The Near- And Medium-Term Future Of Housing Is On '22 Ballot
The 2022 midterm elections will likely meaningfully impact lives, livelihoods, assets, entities, and going-concerns orbiting the sphere of homes, neighborhoods, shelter, and what it will take to make more of them all.
Policy 08.11.22
Volatility Is The New Normal In Homebuilding And Development
Beyond a bumpy, choppy, spotty near-term, turbulence seems more and more likely over the longer haul as well.
Policy 07.14.22
Housing's Crisis Spreads As Barriers To Building Stretch Higher
Money, time, and [political and social] will are the only things standing between 3.8 million 'underbuilt' homes and a better supply-demand balance. That's all.