TBDLand
The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.
Capital
Land, Capital, And Control — A New Playbook In Homebuilding
Five Point Holdings’ acquisition of a controlling stake in Hearthstone points to the direction of homebuilding strategy: toward lighter land positions, more agile capital flows, and a far more disciplined focus on vertical construction, consumer targeting, and time-to-market velocity.
Capital
Engineering The Path To Better, Faster Growth Amid 2025's Stall
Local resistance, rising fees, and long entitlement windows are locking up growth. This analysis shows how smart financial planning unlocks new possibilities.
Land
How Our 'Stuck' Housing Market Mutes Healthy Mobility
Our need to move socially and economically is the central theme in the recent book from Atlantic editor Yoni Appelbaum.
Land
Bell Labs Sites Reimagined As Suburban Mixed-Use Hubs
Once innovation powerhouses, two former Bell Labs campuses are being reborn as metro burbs—dynamic town-center models that blend workplace, homes, and lifestyle. Builders like Toll Brothers and Pulte are anchoring the shift.
Land
Understanding Homebuilding's New Capital Partner: Land Banking
Scott Cox explores the return and surging business traction of land banking. Here's a thorough unpacking of structures, risks, and reasons public builders are doubling down—even as rate compression tests its limits.
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TBDVOICES
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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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Land
Capital 06.24.25
Land, Capital, And Control — A New Playbook In Homebuilding
Five Point Holdings’ acquisition of a controlling stake in Hearthstone points to the direction of homebuilding strategy: toward lighter land positions, more agile capital flows, and a far more disciplined focus on vertical construction, consumer targeting, and time-to-market velocity.
Capital 06.23.25
Engineering The Path To Better, Faster Growth Amid 2025's Stall
Local resistance, rising fees, and long entitlement windows are locking up growth. This analysis shows how smart financial planning unlocks new possibilities.
Land 06.22.25
How Our 'Stuck' Housing Market Mutes Healthy Mobility
Our need to move socially and economically is the central theme in the recent book from Atlantic editor Yoni Appelbaum.
Land 06.16.25
Bell Labs Sites Reimagined As Suburban Mixed-Use Hubs
Once innovation powerhouses, two former Bell Labs campuses are being reborn as metro burbs—dynamic town-center models that blend workplace, homes, and lifestyle. Builders like Toll Brothers and Pulte are anchoring the shift.
Land 06.04.25
Understanding Homebuilding's New Capital Partner: Land Banking
Scott Cox explores the return and surging business traction of land banking. Here's a thorough unpacking of structures, risks, and reasons public builders are doubling down—even as rate compression tests its limits.
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