TBDhomebuilding land strategy
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
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
Land
Empire Building: SouthCraft Expands U.S. Footprint, Scale
This deal is about more than growth — it’s about scale, land access, and strategic succession. Our exclusive analysis explores why Empire and other international builders are doubling down on U.S. acquisitions.
Together with
Builder Advisor Group
Land
Drees Forays Into San Antonio With Monticello Homes Purchase
Drees Homes boldly moves into San Antonio, securing a foothold in Texas’ competitive top-four metro market. This private-to-private deal underscores homebuilding’s rapid consolidation amid rising capital constraints.
Together with
Builder Advisor Group





homebuilding land strategy
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 02.07.25
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.
Land 02.07.25
Empire Building: SouthCraft Expands U.S. Footprint, Scale
This deal is about more than growth — it’s about scale, land access, and strategic succession. Our exclusive analysis explores why Empire and other international builders are doubling down on U.S. acquisitions.
Land 01.31.25
Drees Forays Into San Antonio With Monticello Homes Purchase
Drees Homes boldly moves into San Antonio, securing a foothold in Texas’ competitive top-four metro market. This private-to-private deal underscores homebuilding’s rapid consolidation amid rising capital constraints.