TBD Land

The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.

McKinley Homes Expands to Texas with Liberty Acquisition

Capital

McKinley Homes Expands to Texas with Liberty Acquisition

The deal highlights the growing importance of private-to-private partnerships in reshaping U.S. homebuilding amid rising competition — in places like Houston, especially — and evolving buyer demands.

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

Leadership

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

An operating model that allows Lennar to elevate pace -- both to pull demand and push supply -- as the operational driver of the entire value cycle, has common data at its heart, soul, and brains.

The New Math: The 5 Metrics To Get Right For Success In 2024

Land

The New Math: The 5 Metrics To Get Right For Success In 2024

During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.

Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo

Land

Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo

"We're watching in-migration by market very closely. Along with lack of inventory in the resale market, the key has been in-migration has not slowed in many markets (Charlotte, Tampa, ATL TX, etc). That's the canary in the coal mine." -- A senior-level land strategist

Higher Money Costs Spread AD&C Pain: A Case Study Solution

Capital

Higher Money Costs Spread AD&C Pain: A Case Study Solution

A multi-billion dollar 385-acre, 2,216-home master planned community already through successful phases of development – One Lake, in the Bay Area's Solano County, CA – had a brush with a liquidity event. Here's what happened next.

Together with

Builder Advisor Group

Homebuilding's Top 10 Trends In '24: No. 6 Private Builders' Infill Edge

Land

Homebuilding's Top 10 Trends In '24: No. 6 Private Builders' Infill Edge

Local lifeline: Picking up "hairy" local commercial and office real estate deals, many of them too complicated, isolated, and unscalable to hit larger competitors' radars, but just big enough to keep local players' engines running with both volume and margin.

McKinley Homes Expands to Texas with Liberty Acquisition

Capital

McKinley Homes Expands to Texas with Liberty Acquisition

The deal highlights the growing importance of private-to-private partnerships in reshaping U.S. homebuilding amid rising competition — in places like Houston, especially — and evolving buyer demands.

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

Leadership

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

An operating model that allows Lennar to elevate pace -- both to pull demand and push supply -- as the operational driver of the entire value cycle, has common data at its heart, soul, and brains.

The New Math: The 5 Metrics To Get Right For Success In 2024

Land

The New Math: The 5 Metrics To Get Right For Success In 2024

During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.

Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo

Land

Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo

"We're watching in-migration by market very closely. Along with lack of inventory in the resale market, the key has been in-migration has not slowed in many markets (Charlotte, Tampa, ATL TX, etc). That's the canary in the coal mine." -- A senior-level land strategist

Higher Money Costs Spread AD&C Pain: A Case Study Solution

Capital

Higher Money Costs Spread AD&C Pain: A Case Study Solution

A multi-billion dollar 385-acre, 2,216-home master planned community already through successful phases of development – One Lake, in the Bay Area's Solano County, CA – had a brush with a liquidity event. Here's what happened next.

Together with

Builder Advisor Group

Homebuilding's Top 10 Trends In '24: No. 6 Private Builders' Infill Edge

Land

Homebuilding's Top 10 Trends In '24: No. 6 Private Builders' Infill Edge

Local lifeline: Picking up "hairy" local commercial and office real estate deals, many of them too complicated, isolated, and unscalable to hit larger competitors' radars, but just big enough to keep local players' engines running with both volume and margin.