TBDland acquisition
Land
Why Horton's $291 Mil Buy Of Vidler Makes Such A Big Splash
'Water is the ultimate weapon in the Western U.S. to prevent growth.' -- A strategic real estate executive commenting on the D.R. Horton purchase of Vidler Water Resources
Leadership
It Rhymes With Trouble And Flashes Orange Before It Goes Red
For Frank Anton, the strongest signals in housing are ones that impact a stark 'fundamentals' gap between households' payment power and the combo of asking prices and monthly costs. Data, evidence, action.
Land
Return-To-Work Measures May Stress-Test Wider-Radius Theory
In early Covid time, outer ring opportunity called like it was the Next Big Thing in residential planning and development. With the verdict still out on remote work, some bets are in question.
Land
Atlanta-Based Grand Oak Builders Adds NC-Triad Operator Tradition
Serial start-up operator Dave Erickson's Grand Oak plans to add private builders to a regional portfolio, so long as he can add value ... and as long as it makes sense.
Capital
Bull, Bear, Or Indifferent, It's Time To Game Out Housing Scenarios
Bullish signals flash green, while bearish noise ups the volume to an unholy din. Who's the contrarian? More importantly, who's early, late, and right?





land acquisition
Land 04.19.22
Why Horton's $291 Mil Buy Of Vidler Makes Such A Big Splash
'Water is the ultimate weapon in the Western U.S. to prevent growth.' -- A strategic real estate executive commenting on the D.R. Horton purchase of Vidler Water Resources
Leadership 04.12.22
It Rhymes With Trouble And Flashes Orange Before It Goes Red
For Frank Anton, the strongest signals in housing are ones that impact a stark 'fundamentals' gap between households' payment power and the combo of asking prices and monthly costs. Data, evidence, action.
Land 04.11.22
Return-To-Work Measures May Stress-Test Wider-Radius Theory
In early Covid time, outer ring opportunity called like it was the Next Big Thing in residential planning and development. With the verdict still out on remote work, some bets are in question.
Land 04.05.22
Atlanta-Based Grand Oak Builders Adds NC-Triad Operator Tradition
Serial start-up operator Dave Erickson's Grand Oak plans to add private builders to a regional portfolio, so long as he can add value ... and as long as it makes sense.
Capital 03.30.22
Bull, Bear, Or Indifferent, It's Time To Game Out Housing Scenarios
Bullish signals flash green, while bearish noise ups the volume to an unholy din. Who's the contrarian? More importantly, who's early, late, and right?