TBDAD&C lending
Capital
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Capital
Bank Finance Squeezes AD&C Loans, But Doors Remain Open
"A lot of traditional banks are pencils down right now, while they're trying to build back their balance sheet." – Buddy Lyons, President/Founder LeoTerra Development
Together with
Builder Advisor Group
Capital
A Private Builder's Survival Guide For A Bumpy, Choppy '24
Ten critical strategies and tactics to take on 'Higher-For-Longer' and come out of it better and stronger.
Together with
SNAP.BUILD
Land
Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend
To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.
Land
Private Homebuilders Turn To Coopetition As A Path Forward
As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.
Together with
Builder Advisor Group
AD&C lending
Capital 11.14.23
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Capital 11.02.23
Bank Finance Squeezes AD&C Loans, But Doors Remain Open
"A lot of traditional banks are pencils down right now, while they're trying to build back their balance sheet." – Buddy Lyons, President/Founder LeoTerra Development
Capital 10.31.23
A Private Builder's Survival Guide For A Bumpy, Choppy '24
Ten critical strategies and tactics to take on 'Higher-For-Longer' and come out of it better and stronger.
Land 10.04.23
Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend
To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.
Land 09.28.23
Private Homebuilders Turn To Coopetition As A Path Forward
As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.