Conservatively, the US needs to build about 1.3mn homes annually (MF and single-family) to keep pace with household formation (population growth + “headship” rates) and secondary home demand, and replace destroyed housing stock. Based on Census Bureau data, it looks like we overbuilt by around 3.5mn units from 2000 to 2007 and underbuilt by 4.1mn […]
Tag Archives: LEN
[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
Continue reading →[MRVI] Maravai
[MRVI] Maravai Lifesciences
January 27, 2025
Hi everyone,My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check [...]
Continue reading →[APPF] AppFolio
AppFolio and the business of property management software
January 6, 2025
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can [...]
Continue reading →SAMPLE POSTS
scuttleblurb 2024 content review
December 26, 2024
Happy holidays everyone, This post will kick off an annual tradition where I provide brief [...]
Continue reading →[SNA] Snap-On
[SNA – Snap-On] when brand meets distribution
December 12, 2024
Snap-On’s origin coincides with that of the US auto industry. In 1920, an engineer by [...]
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