TBDIRR
Capital
Impact Fees And The Missing Math That Puts Deals At Risk
Builders and developers are recalibrating every line item in the deal stack—but often overlook the 2nd-largest cost: jurisdictional fees. Carter Froelich unpacks how better modeling and collaboration on impact fees, hook-ups, and builder credits can expand land residual value.
Together with
LaunchDFA
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.
Land
Laser-Focused Opportunism Seen As Strategic Plan Of Action
On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.
Together with
Builder Advisor Group
Land
A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023
Having to go out now – in a business backdrop where land sellers never got the memo that they'd better concede on lot pricing – and buy land feels, to some of the builder execs we've heard from, just wrong. That doesn't mean they won't do it.
Land
Underwriting In A New World Order Of Higher-Longer Rates
Determine “what’s the bet?” What are we really banking on or believing in that leads us to do this deal? You can’t answer this question rigorously unless you are ruthlessly honest in your pro formas. -- A Scott Cox MasterClass
Together with
New Home Star





IRR
Capital 09.09.25
Impact Fees And The Missing Math That Puts Deals At Risk
Builders and developers are recalibrating every line item in the deal stack—but often overlook the 2nd-largest cost: jurisdictional fees. Carter Froelich unpacks how better modeling and collaboration on impact fees, hook-ups, and builder credits can expand land residual value.
Land 07.17.24
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.
Land 05.23.23
Laser-Focused Opportunism Seen As Strategic Plan Of Action
On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.
Land 05.19.23
A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023
Having to go out now – in a business backdrop where land sellers never got the memo that they'd better concede on lot pricing – and buy land feels, to some of the builder execs we've heard from, just wrong. That doesn't mean they won't do it.
Land 03.22.23
Underwriting In A New World Order Of Higher-Longer Rates
Determine “what’s the bet?” What are we really banking on or believing in that leads us to do this deal? You can’t answer this question rigorously unless you are ruthlessly honest in your pro formas. -- A Scott Cox MasterClass