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.