Giant on the Prowl: What BFS’ IT Investment, Other Recent Moves Mean for LBM Craig Webb BFS says roughly 100 of its 550 facilities make or add value to products, from its ReadyFrame system and truss plants to window making and door shops. BFS’ presentations to analysts regularly emphasize the company’s manufacturing and value-added capabilities, which the company says... Read More August 2021 Issue #13265 Page 106
Lumber Briefs: When Everyone Agrees: Don’t! Matt Layman The last couple of years have served up ample opportunities to be reminded of the futility of following the herd. The industry is still reeling from its hypnotic inventory accumulation at the insistence of home builders’ demands to not leave them under supplied. Some of our members took... Read More August 2021 Issue #13265 Page 110
The Last Word: The Last Word on CM Disruption Joe Kannapell Is component manufacturing ripe for disruption? Two foreign-backed entities came to our shores and tried to do just that for six years: Katerra with billions and Blueprint Robotics with many millions. Both were going to teach us how to build better, but with entirely different approaches. Out... Read More August 2021 Issue #13265 Page 142
Building Developments in the Northeast Anna Stamm On the Cover: This impressive project of mixed use retail and residential units has been fabricated by Cussewago Truss of Cambridge Springs, PA. [For photos, See PDF or View in Full Issue.] Located in Chili, NY, this project is known as Mid-Lakes Greenwood and will contain: 22... Read More July 2021 Issue #13264 Page 72
Lumber Briefs: Through the Rear View and the Telescope Matt Layman Through the Rear View Of all the lumber folk I know, I am the self-proclaimed King of checkers of rear view mirrors. I use the accuracy of frequency of past repeating patterns to give me confidence in making forecasts for the future. The FDP’s have been fine tuned year over year for 30... Read More July 2021 Issue #13264 Page 110
The Last Word: The Last Word on Commercial Trusses Joe Kannapell With surging housing demand, 1981 was much like 2021. Yet, in the midst of overflowing residential orders, a gutsy CM decided to take a chance on a different line of business. His painful memories of housing’s boom-bust cycles, and his Harvard education, told him to diversify. Ricks... Read More July 2021 Issue #13264 Page 145
Lumber Briefs: Disruption, Distortion, and Decision Points Matt Layman Minor & Major FDPs Forecasted Decision Points, FDPs, will be my legacy. These markers of when the price of lumber will rise and fall are misunderstood by at least 90% of our lumber industry. The reason is the same as why I do not understand what holds the universe together. I am... Read More June 2021 Issue #13263 Page 108
Lumber Briefs: Build-to-Rent and Here Comes the Wood Matt Layman Build-To-Rent: Overlooked Obvious Not to be sacrilegious, but things in the lumber market are feeling apocalyptic. My primary concerns about the lumber and OSB market right now are two-fold. One, blatant disregard and unnatural comfort with prices. One of our members asked if he should... Read More May 2021 Issue #13262 Page 102
Defining a Modular Factory’s Capacity is Complicated Gary Fleisher One of the words most often heard when talking about the modular construction industry is “capacity.” Webster defines it as “the amount that something can produce.” Somehow that just doesn’t seem like the right definition for modular construction. One of the... Read More April 2021 Issue #13261 Page 106
Lumber Briefs: The Mess Is Getting Messier As Is the Message Matt Layman Panels are the quandary, rather resins and glue. Widespread announcements of further supply disruptions and declarations of Force Majeure are crippling OSB flooring, siding, and roofing panels. I must step in right here to call B.S. Force majeure is a common clause in contracts which... Read More April 2021 Issue #13261 Page 112