TBDhomebuilding land strategy

Sumitomo Forestry Sharpens U.S. Focus With DRB Move

Leadership

Sumitomo Forestry Sharpens U.S. Focus With DRB Move

Strategic clarity replaces portfolio sprawl as Sumitomo bets big on U.S. scale and integration.

Together with

FTS

Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

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-Light, Born Of Necessity, Comes Of Age As Opportunity

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.

Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE

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

Empire Building: SouthCraft Expands U.S. Footprint, Scale

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

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Sumitomo Forestry Sharpens U.S. Focus With DRB Move

Leadership

Sumitomo Forestry Sharpens U.S. Focus With DRB Move

Strategic clarity replaces portfolio sprawl as Sumitomo bets big on U.S. scale and integration.

Together with

FTS

Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

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-Light, Born Of Necessity, Comes Of Age As Opportunity

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.

Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE

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

Empire Building: SouthCraft Expands U.S. Footprint, Scale

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

homebuilding land strategy

Sumitomo Forestry Sharpens U.S. Focus With DRB Move

Leadership 04.16.25

Sumitomo Forestry Sharpens U.S. Focus With DRB Move

Strategic clarity replaces portfolio sprawl as Sumitomo bets big on U.S. scale and integration.

Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'

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-Light, Born Of Necessity, Comes Of Age As Opportunity

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.

Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE

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.

Empire Building: SouthCraft Expands U.S. Footprint, Scale

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.