TBDsupply and demand
Leadership
A Deep Dive On New Housing's Shortage Tells Part Of The Story
Is there a housing shortage? Let us count the ways. Let's also focus more on who exactly would benefit from solutions to the underbuilding crisis.
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.





supply and demand
Leadership 05.12.22
A Deep Dive On New Housing's Shortage Tells Part Of The Story
Is there a housing shortage? Let us count the ways. Let's also focus more on who exactly would benefit from solutions to the underbuilding crisis.
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.