TBDLand appreciation
Land
The Lennar Business System: A How-To For De-Risking Land Buys
Lennar Executive Chairman and Co-CEO Stuart Miller reinforced a mantra he’s been drilling into stakeholders' and observers' heads for years. It’s not complicated to grasp: Starts. Sales. Deliveries.
Land
Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps
Homebuilders are stoked about better-than-expected demand that arrived ahead of schedule in 2024. For many of them, it's supply -- particularly lot supply -- that represents the red flag risk ahead.
Land
A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals
Innovations to lower building costs will only get builders and developers part of the way to affordability. Disruptive deals to engage local property owners in enlightened self-interest will also need to happen.
Land
Land Deals Pivot From Fast-Forward To Pause, But For How Long?
Wait-and-see kicks into effect, with a few noteworthy walk-aways and some agreements falling through at the 11th hour. The question is how long land in limbo can last.
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 appreciation
Land 03.15.24
The Lennar Business System: A How-To For De-Risking Land Buys
Lennar Executive Chairman and Co-CEO Stuart Miller reinforced a mantra he’s been drilling into stakeholders' and observers' heads for years. It’s not complicated to grasp: Starts. Sales. Deliveries.
Land 03.05.24
Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps
Homebuilders are stoked about better-than-expected demand that arrived ahead of schedule in 2024. For many of them, it's supply -- particularly lot supply -- that represents the red flag risk ahead.
Land 09.26.22
A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals
Innovations to lower building costs will only get builders and developers part of the way to affordability. Disruptive deals to engage local property owners in enlightened self-interest will also need to happen.
Land 08.04.22
Land Deals Pivot From Fast-Forward To Pause, But For How Long?
Wait-and-see kicks into effect, with a few noteworthy walk-aways and some agreements falling through at the 11th hour. The question is how long land in limbo can last.
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.