TBDLand appreciation

The Lennar Business System: A How-To For De-Risking Land Buys

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.

Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps

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.

A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals

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 Deals Pivot From Fast-Forward To Pause, But For How Long?

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.

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.

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The Lennar Business System: A How-To For De-Risking Land Buys

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.

Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps

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.

A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals

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 Deals Pivot From Fast-Forward To Pause, But For How Long?

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.

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.

Land appreciation

The Lennar Business System: A How-To For De-Risking Land Buys

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.

Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps

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.

A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals

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 Deals Pivot From Fast-Forward To Pause, But For How Long?

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.

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.