Architecture
How Builders Could Miss Where The Money Is Through 2030
Here's evidence that current investments in homes and communities that integrate livable design, universal design, and home health technology may fall short of the enormous opportunity.
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.
Capital
Public Builders' Dilemma: How Big A Miss To Guide To For 2021
As 2021 Q4 approaches, public homebuilder face a harrowing prospect: How to level-set to reality on delivery misses without jeopardizing 2022 forecasts or penalizing operators in the field.
Capital
The 5th Cycle: Frank Anton On Housing's Law Of Gravity
What-if? The question few housing business stakeholders care to factor into their forecasts right now is what happens when -- not if -- interest rates spike?
Capital
Stop Saying 'Labor Shortage;' Focus On Talent Magnetism
Solving American homebuilding's biggest challenges -- attainability, sustainability, and next generation talent -- may seem impossible. Left with no choice, we'll rally.
Land
PE Firms Bring Buy-Now-Pay-Later Gambit To Land Wargames
"Some of these deals today will be the big distressed deal plays of tomorrow." -- A strategic land pro describes private equity blitz into build-for-rent as "extraordinarily risky."