TBDland banking
Capital
Land, Capital, And Control — A New Playbook In Homebuilding
Five Point Holdings’ acquisition of a controlling stake in Hearthstone points to the direction of homebuilding strategy: toward lighter land positions, more agile capital flows, and a far more disciplined focus on vertical construction, consumer targeting, and time-to-market velocity.
Land
Understanding Homebuilding's New Capital Partner: Land Banking
Scott Cox explores the return and surging business traction of land banking. Here's a thorough unpacking of structures, risks, and reasons public builders are doubling down—even as rate compression tests its limits.
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
Forestar and Five Point Preview Homebuilding’s Land-Light Future
As Lennar readies Millrose Properties for launch, insights from Forestar and Five Point’s Q1 2025 reports spotlight the challenges and rewards of land-light strategies in a volatile housing market.
Capital
A Transformational Leap In Homebuilding Strategy: Millrose Game On
How Lennar's transformative spin-off -- now in motion and scheduled to go to market in January -- creates a new blueprint for land-light homebuilding.
Together with
Builder Advisor Group
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DEBORAH BLAKE
EVERYTHING 55+
Best-Laid Plans — How to Drive Success With 55+ Communities
Location, amenities, land plan, and future-proofed homes ... the first of a multi-episode series from Ipsum Group Principal and Founder Deborah Blake
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land banking
Capital 06.24.25
Land, Capital, And Control — A New Playbook In Homebuilding
Five Point Holdings’ acquisition of a controlling stake in Hearthstone points to the direction of homebuilding strategy: toward lighter land positions, more agile capital flows, and a far more disciplined focus on vertical construction, consumer targeting, and time-to-market velocity.
Land 06.04.25
Understanding Homebuilding's New Capital Partner: Land Banking
Scott Cox explores the return and surging business traction of land banking. Here's a thorough unpacking of structures, risks, and reasons public builders are doubling down—even as rate compression tests its limits.
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 01.24.25
Forestar and Five Point Preview Homebuilding’s Land-Light Future
As Lennar readies Millrose Properties for launch, insights from Forestar and Five Point’s Q1 2025 reports spotlight the challenges and rewards of land-light strategies in a volatile housing market.
Capital 12.18.24
A Transformational Leap In Homebuilding Strategy: Millrose Game On
How Lennar's transformative spin-off -- now in motion and scheduled to go to market in January -- creates a new blueprint for land-light homebuilding.
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