TBDLand
The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.
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
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
Alignment: Inside The Drees Homes And Monticello Homes San Antonio Deal
Exclusive one-on-one insights from Tim Terrell and Wayne Moravits reveal the strategy, culture, and competitive positioning behind the deal, and what comes next.
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
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

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Land
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.
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 02.05.25
Alignment: Inside The Drees Homes And Monticello Homes San Antonio Deal
Exclusive one-on-one insights from Tim Terrell and Wayne Moravits reveal the strategy, culture, and competitive positioning behind the deal, and what comes next.
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.