TBDland acquisition

Why Horton's $291 Mil Buy Of Vidler Makes Such A Big Splash

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

It Rhymes With Trouble And Flashes Orange Before It Goes Red

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.

Return-To-Work Measures May Stress-Test Wider-Radius Theory

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.

Atlanta-Based Grand Oak Builders Adds NC-Triad Operator Tradition

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.

Bull, Bear, Or Indifferent, It's Time To Game Out Housing Scenarios

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?

-
Why Horton's $291 Mil Buy Of Vidler Makes Such A Big Splash

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

It Rhymes With Trouble And Flashes Orange Before It Goes Red

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.

Return-To-Work Measures May Stress-Test Wider-Radius Theory

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.

Atlanta-Based Grand Oak Builders Adds NC-Triad Operator Tradition

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.

Bull, Bear, Or Indifferent, It's Time To Game Out Housing Scenarios

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

Why Horton's $291 Mil Buy Of Vidler Makes Such A Big Splash

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

It Rhymes With Trouble And Flashes Orange Before It Goes Red

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.

Return-To-Work Measures May Stress-Test Wider-Radius Theory

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.

Atlanta-Based Grand Oak Builders Adds NC-Triad Operator Tradition

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.

Bull, Bear, Or Indifferent, It's Time To Game Out Housing Scenarios

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?