TBDhomebuilding land and capital
Leadership
Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'
In a slower housing market, Lennar leans into a land-light, asset-light strategy, doubling down on sales pace—even at the cost of incentives and margin compression. The message to suppliers: help us cut costs, or risk being cut out.
Land
Land-Light, Born Of Necessity, Comes Of Age As Opportunity
If you understand the why of “asset light,” there is a long list of homebuilding companies that need help. Land strategist Scott Finfer explains.
Capital
Private Capital Strikes Again: Oak Knoll’s $130M Kickstart
A historic Bay Area naval site is being transformed into a master-planned community amid the toughest credit market in years. With banks pumping the brakes, private capital is fueling a critical project in San Francisco's housing crisis.
Together with
Builder Advisor Group
Land
Risk Revolution: Lessons from The Past, Challenges Of The Future
Scott Cox breaks down the evolving risk equation for homebuilders. Yesterday’s lessons won’t protect you from tomorrow’s threats.
Capital
Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE
Lennar’s spin-off of Millrose is a game-changer— reshaping homebuilding’s economics, investment model, and access to land in ways never seen before. Here's an exclusive first-look at what it means now and what comes next.
Together with
Builder Advisor Group
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DEBORAH BLAKE
EVERYTHING 55+
Best-Laid Plans — How to Drive Success With 55+ Communities
Location, amenities, land plan, and future-proofed homes ... the first of a multi-episode series from Ipsum Group Principal and Founder Deborah Blake
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homebuilding land and capital
Leadership 03.24.25
Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'
In a slower housing market, Lennar leans into a land-light, asset-light strategy, doubling down on sales pace—even at the cost of incentives and margin compression. The message to suppliers: help us cut costs, or risk being cut out.
Land 03.11.25
Land-Light, Born Of Necessity, Comes Of Age As Opportunity
If you understand the why of “asset light,” there is a long list of homebuilding companies that need help. Land strategist Scott Finfer explains.
Capital 02.17.25
Private Capital Strikes Again: Oak Knoll’s $130M Kickstart
A historic Bay Area naval site is being transformed into a master-planned community amid the toughest credit market in years. With banks pumping the brakes, private capital is fueling a critical project in San Francisco's housing crisis.
Land 02.11.25
Risk Revolution: Lessons from The Past, Challenges Of The Future
Scott Cox breaks down the evolving risk equation for homebuilders. Yesterday’s lessons won’t protect you from tomorrow’s threats.
Capital 02.07.25
Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE
Lennar’s spin-off of Millrose is a game-changer— reshaping homebuilding’s economics, investment model, and access to land in ways never seen before. Here's an exclusive first-look at what it means now and what comes next.
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