Over the past few years I’ve had a front-row seat to the mounting cost, slowness, and sheer frustration clogging up housing in America. Every city feels like it’s trying to build...
Blog
Falling Lumber Prices: What They’re Really Telling Us About Housing and Where the Opportunity Lies
Lumber prices just hit their lowest point in a year, and while that might sound like good news for builders, it’s flashing a warning sign for the broader economy.On September 1,...
Recession or Just Weakening? What the Data Really Shows About the U.S. Economy
The U.S. economy is starting to feel a little shakier than the headlines might suggest. New data from the federal government shows things have been worse for American workers...
Americans Sure Seem Like They’re Feeling Wealthy Enough to Spend Through Tariffs
This morning I broke down rising recession risks, sticky inflation, and a labor market flashing red lights in my Medium post. But after digging into more data, a fascinating...
Weakening Labor Market All but Guarantees a September Rate Cut
The labor market is officially sending a distress signal. August’s Nonfarm Payrolls data came in well below expectations, unemployment is creeping higher, and for the first time...
The Fed’s Independence is on the Line — and That Matters for Real Estate Investors
The confirmation hearing for Stephen Miran, President Trump’s nominee for the Federal Reserve Board of Governors, wasn’t just another political spectacle in Washington. For...
Back to School, Back to AI: ChatGPT Becomes the New Pencil Case Staple
Summer’s over, backpacks are packed, and students across the country are heading back to school. But in 2025, “school supplies” don’t just mean pencils and textbooks—they mean...
Navigating Uncertainty: Why Vertical Integration is Giving Us an Edge
The midyear reports from three of the industry’s most influential contractors—Skanska, DPR, and Gilbane—read like a snapshot of a construction economy wrestling with headwinds....
Building Resilience: New Orleans’ 15-Minute City for Hurricanes
When you develop communities, you quickly learn that the buildings are just the shell—the true infrastructure is resilience. Twenty years after Hurricane Katrina tore through the...