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.

Laser-Focused Opportunism Seen As Strategic Plan Of Action

Land

Laser-Focused Opportunism Seen As Strategic Plan Of Action

On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.

Together with

Builder Advisor Group

A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023

Land

A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023

Having to go out now – in a business backdrop where land sellers never got the memo that they'd better concede on lot pricing – and buy land feels, to some of the builder execs we've heard from, just wrong. That doesn't mean they won't do it.

Undersupplied And Over-Built: How Could Both Be True At Once?

Land

Undersupplied And Over-Built: How Could Both Be True At Once?

The paradoxical riddle – undersupply and overbuilding – has moving-target market-rate for-sale new-construction demand disruptors many market appraisers neglect as well.

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

Leadership

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

At this point, either the good news or the bad is masking what's really going on and what's due next.

Value Engineering Is Only Partly About Design And Price ... It's A Strategy

Architecture

Value Engineering Is Only Partly About Design And Price ... It's A Strategy

Tactics and tailwinds – necessary and successful as they've been in stemming what could have been a rout from the start of 2023 – amount to this: They've bought builders time.

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.

Laser-Focused Opportunism Seen As Strategic Plan Of Action

Land

Laser-Focused Opportunism Seen As Strategic Plan Of Action

On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.

Together with

Builder Advisor Group

A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023

Land

A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023

Having to go out now – in a business backdrop where land sellers never got the memo that they'd better concede on lot pricing – and buy land feels, to some of the builder execs we've heard from, just wrong. That doesn't mean they won't do it.

Undersupplied And Over-Built: How Could Both Be True At Once?

Land

Undersupplied And Over-Built: How Could Both Be True At Once?

The paradoxical riddle – undersupply and overbuilding – has moving-target market-rate for-sale new-construction demand disruptors many market appraisers neglect as well.

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

Leadership

Another Monday In Homebuilder Land: The Fed 'Pause' Edition

At this point, either the good news or the bad is masking what's really going on and what's due next.

Value Engineering Is Only Partly About Design And Price ... It's A Strategy

Architecture

Value Engineering Is Only Partly About Design And Price ... It's A Strategy

Tactics and tailwinds – necessary and successful as they've been in stemming what could have been a rout from the start of 2023 – amount to this: They've bought builders time.