TBDsupply and demand
Leadership
Builders Seek Predictability By Timing Sales Closer To Closing
How far along into the construction cycle strikes the balance for builders' cost inflation and homebuyers' payment power and mortgage qualification? Some say "sheet rock."
Leadership
New Scenario: Time To Reality Check Mid-Term Demand Models
Consumer confidence takes a near-term hit. Whether it can bounce back and continue to drive the broad economic recovery — and prevent stagflation — factors into housing's toughest riddles.
Leadership
Sooner Or Later? A Housing Icon Reads The Tea Leaves And Asks
Frank Anton — a lifelong student of history, and a career-long witness to five of America's boom-and-bust housing cycles — sees a correction coming. Let's engage with him as he runs the numbers on when.
Leadership
Homebuilding's Backlog Logjam Weighs On 2022 Forecasts
It's crystal ball time in housing, and a number of factors bedeviling homebuilders' production and value cycles remain stubbornly resistant to modeling a plan. Welcome to a new normal of de-risking 2022 operations for uncertainty ahead.
Capital
Bumpier Times As Market Forces Stress-Test Solid Fundamentals
P4 -- a fourth revision to 2021 budget and operational forecasts -- needs to reflect shifts from tailwinds to headwinds before 'actuals' start comping to booming 2020 measures.
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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
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supply and demand
Leadership 05.10.22
Builders Seek Predictability By Timing Sales Closer To Closing
How far along into the construction cycle strikes the balance for builders' cost inflation and homebuyers' payment power and mortgage qualification? Some say "sheet rock."
Leadership 03.11.22
New Scenario: Time To Reality Check Mid-Term Demand Models
Consumer confidence takes a near-term hit. Whether it can bounce back and continue to drive the broad economic recovery — and prevent stagflation — factors into housing's toughest riddles.
Leadership 02.02.22
Sooner Or Later? A Housing Icon Reads The Tea Leaves And Asks
Frank Anton — a lifelong student of history, and a career-long witness to five of America's boom-and-bust housing cycles — sees a correction coming. Let's engage with him as he runs the numbers on when.
Leadership 12.02.21
Homebuilding's Backlog Logjam Weighs On 2022 Forecasts
It's crystal ball time in housing, and a number of factors bedeviling homebuilders' production and value cycles remain stubbornly resistant to modeling a plan. Welcome to a new normal of de-risking 2022 operations for uncertainty ahead.
Capital 09.20.21
Bumpier Times As Market Forces Stress-Test Solid Fundamentals
P4 -- a fourth revision to 2021 budget and operational forecasts -- needs to reflect shifts from tailwinds to headwinds before 'actuals' start comping to booming 2020 measures.
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