TBD Leadership
Where experience, wisdom, willingness to learn, and presence empower team members and partners to be bold, to together frame challenge as opportunity, to be their best selves.
Leadership
Homebuilders Face The Long “Muddle-Through” Economy
Moody’s Analytics Deputy Chief Economist Cristian deRitis kicked off Focus On Excellence in Denver with a clear-eyed view of a cooling—but not collapsing—economy. His message for homebuilding leaders: plan for a grind, not a rebound, as 2026–2030 take shape.
Leadership
Homebuilder Caution Mounts As KB Home Trims Its Forecast
Two days, two giants, two sobering outlooks. KB Home joins Lennar in signaling deepening headwinds on both the cost and buyer sides of the market.
Leadership
Sorry, Robots -- Humans Are Still The Future Of Homebuilding
Skillit CEO Fraser Patterson argues that the homebuilding industry’s biggest risk isn’t a lack of robots—it’s a shortage of accessible, skilled frontline workers. Richard Lawson has the full interview.
Leadership
Lennar Sets A New Tone As Margins Shrink, Moves Multiply
When America’s 2nd biggest builder pumps the brakes—even slightly—there’s more going on than quarterly numbers. Our Monday deep-dive connects the dots between Lennar’s Q3 tone shift and a pivotal moment for the entire homebuilding ecosystem.
Capital
Stanley Martin Grows Southeast Footprint With Windsor Homes
The North Carolina builder brings 2,100 lots and 270 homes into Stanley Martin’s fold, extending its reach across the Triad and coastal markets. For Daiwa House, the deal is another step in building regional “mini Daiwa Houses” as durable U.S. platforms.
Leadership
A Fed Rate Cut Will Not Reset Homebuilders’ Margin Math
Tomorrow’s Fed move may nudge mortgage rates lower. But structural land, fee, labor, and insurance costs suggest high-teen margins are here to stay.