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.

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

Land

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

The combination is Misawa's second U.S. market inroad, having completed a similar deal to take a majority interest in North Texas operator Impression Homes in December 2018.

The Elephant In The Land Acq Room: Underwriting For Inflation

Land

The Elephant In The Land Acq Room: Underwriting For Inflation

We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

Land

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

This move underscores a broader trend towards the "asset-light" business model, which is now widely being adopted by major homebuilding enterprises, public and private.

Ground Control: Creating A Digital Marketplace To Move Dirt

Technology

Ground Control: Creating A Digital Marketplace To Move Dirt

A $100 billion-a-year lending pool to acquire and develop the ground for homesites partially supports a parallel universe $50-billion addressable market that begs for a solution to a pain point: moving dirt.

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Land

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Clayton Garrett and Scott Snodgrass' Indigo business case may be their vision's power, portability, and scale. It could well be a fresh residential real estate business model in the making.

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.

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

Land

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

The combination is Misawa's second U.S. market inroad, having completed a similar deal to take a majority interest in North Texas operator Impression Homes in December 2018.

The Elephant In The Land Acq Room: Underwriting For Inflation

Land

The Elephant In The Land Acq Room: Underwriting For Inflation

We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

Land

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

This move underscores a broader trend towards the "asset-light" business model, which is now widely being adopted by major homebuilding enterprises, public and private.

Ground Control: Creating A Digital Marketplace To Move Dirt

Technology

Ground Control: Creating A Digital Marketplace To Move Dirt

A $100 billion-a-year lending pool to acquire and develop the ground for homesites partially supports a parallel universe $50-billion addressable market that begs for a solution to a pain point: moving dirt.

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Land

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Clayton Garrett and Scott Snodgrass' Indigo business case may be their vision's power, portability, and scale. It could well be a fresh residential real estate business model in the making.