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.

Are Master Plans Shaping Up As Safer Havens For Builders In '23?

Land

Are Master Plans Shaping Up As Safer Havens For Builders In '23?

Further, what will be MPCs' role setting a pricing floor from which homebuilders can reboot reliably predictable absorption pace models?

What If? Land Impairments Were Unimaginable. Now They're Likely

Land

What If? Land Impairments Were Unimaginable. Now They're Likely

"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research

'23 And We: An Expectations Manifesto For Homebuilding

Leadership

'23 And We: An Expectations Manifesto For Homebuilding

There's an expectation we could have of ourselves in 2023. That is to make a cohesive first principles project that breaks residential real estate's five chief challenges — together — into achievable steps, ones that could take four or seven years in all to complete.

Hovnanian Embraces Higher Spec Counts To Battle Customer Angst

Leadership

Hovnanian Embraces Higher Spec Counts To Battle Customer Angst

Here are six take-away insights from Hovnanian execs wrap-up of fiscal year 2022 and Q1 guidance on 2023.

Crystal-Balling 2023 Amid A Dizzying Array Of Unknowns

Leadership

Crystal-Balling 2023 Amid A Dizzying Array Of Unknowns

Can you withstand an $81 billion swing to the negative in homebuilding revenues in 2023? Here are 5 'what-ifs?' we'll need to stay tuned on before we make predictions about how homebuilders may fare in 2023.

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.

Are Master Plans Shaping Up As Safer Havens For Builders In '23?

Land

Are Master Plans Shaping Up As Safer Havens For Builders In '23?

Further, what will be MPCs' role setting a pricing floor from which homebuilders can reboot reliably predictable absorption pace models?

What If? Land Impairments Were Unimaginable. Now They're Likely

Land

What If? Land Impairments Were Unimaginable. Now They're Likely

"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research

'23 And We: An Expectations Manifesto For Homebuilding

Leadership

'23 And We: An Expectations Manifesto For Homebuilding

There's an expectation we could have of ourselves in 2023. That is to make a cohesive first principles project that breaks residential real estate's five chief challenges — together — into achievable steps, ones that could take four or seven years in all to complete.

Hovnanian Embraces Higher Spec Counts To Battle Customer Angst

Leadership

Hovnanian Embraces Higher Spec Counts To Battle Customer Angst

Here are six take-away insights from Hovnanian execs wrap-up of fiscal year 2022 and Q1 guidance on 2023.

Crystal-Balling 2023 Amid A Dizzying Array Of Unknowns

Leadership

Crystal-Balling 2023 Amid A Dizzying Array Of Unknowns

Can you withstand an $81 billion swing to the negative in homebuilding revenues in 2023? Here are 5 'what-ifs?' we'll need to stay tuned on before we make predictions about how homebuilders may fare in 2023.