TBDLeadership
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.
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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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Leadership
Leadership 09.25.25
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 09.25.25
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 09.22.25
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 09.17.25
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 09.16.25
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.
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