Insights · Essays
Data, not narrative.
I write for developers who want to understand their own results before adding another media budget. No narrative. Numbers only.
- 01Read
The premium on “new” has vanished.
For the first time, transaction prices on the secondary market have overtaken primary. Not gradually — the premium on “new” is gone.
February 15, 20263 min readMarket data · Positioning - 02Read
We had the plot. That isn't an investment strategy.
Most of a developer's sales problems don't start with the campaign. They start much earlier — at the table where someone said “we have the plot, we're building”.
November 15, 20258 min readStrategy · Analytics · Due diligence - 03Read
Leads rising. Margin leaking.
March's record isn't the start of a housing boom. It's pull-forward demand ahead of drastically worse financing — and a test many developers will fail.
April 20, 20256 min readRevenue Operations · Sales analytics