TBDland banking

Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend

Land

Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend

To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.

Private Homebuilders Turn To Coopetition As A Path Forward

Land

Private Homebuilders Turn To Coopetition As A Path Forward

As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.

Together with

Builder Advisor Group

Poised To Pounce: If Credit Tightens, Get Ready For A Run

Land

Poised To Pounce: If Credit Tightens, Get Ready For A Run

Here's the way 10 public homebuilding firms' strategists coyly position themselves to jump on new market share and earnings opportunities through the end of 2023 and into 2024, by drawing on troves of 'dry powder.'

The Big Are Bullish While Others Set Sights On Spot Wins

Land

The Big Are Bullish While Others Set Sights On Spot Wins

"Builders are bullish," says Tony Avila, ceo of Builder Advisor Group. "They've been generating cash as they slowed or stopped acquiring land in '22. This gives them more capital to deploy for M&A, which gets them earnings faster."

Together with

Builder Advisor Group

Laser-Focused Opportunism Seen As Strategic Plan Of Action

Land

Laser-Focused Opportunism Seen As Strategic Plan Of Action

On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.

Together with

Builder Advisor Group

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Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend

Land

Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend

To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.

Private Homebuilders Turn To Coopetition As A Path Forward

Land

Private Homebuilders Turn To Coopetition As A Path Forward

As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.

Together with

Builder Advisor Group

Poised To Pounce: If Credit Tightens, Get Ready For A Run

Land

Poised To Pounce: If Credit Tightens, Get Ready For A Run

Here's the way 10 public homebuilding firms' strategists coyly position themselves to jump on new market share and earnings opportunities through the end of 2023 and into 2024, by drawing on troves of 'dry powder.'

The Big Are Bullish While Others Set Sights On Spot Wins

Land

The Big Are Bullish While Others Set Sights On Spot Wins

"Builders are bullish," says Tony Avila, ceo of Builder Advisor Group. "They've been generating cash as they slowed or stopped acquiring land in '22. This gives them more capital to deploy for M&A, which gets them earnings faster."

Together with

Builder Advisor Group

Laser-Focused Opportunism Seen As Strategic Plan Of Action

Land

Laser-Focused Opportunism Seen As Strategic Plan Of Action

On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.

Together with

Builder Advisor Group

land banking

Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend

Land 10.04.23

Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend

To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.

Private Homebuilders Turn To Coopetition As A Path Forward

Land 09.28.23

Private Homebuilders Turn To Coopetition As A Path Forward

As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.

Poised To Pounce: If Credit Tightens, Get Ready For A Run

Land 08.02.23

Poised To Pounce: If Credit Tightens, Get Ready For A Run

Here's the way 10 public homebuilding firms' strategists coyly position themselves to jump on new market share and earnings opportunities through the end of 2023 and into 2024, by drawing on troves of 'dry powder.'

The Big Are Bullish While Others Set Sights On Spot Wins

Land 07.19.23

The Big Are Bullish While Others Set Sights On Spot Wins

"Builders are bullish," says Tony Avila, ceo of Builder Advisor Group. "They've been generating cash as they slowed or stopped acquiring land in '22. This gives them more capital to deploy for M&A, which gets them earnings faster."

Laser-Focused Opportunism Seen As Strategic Plan Of Action

Land 05.23.23

Laser-Focused Opportunism Seen As Strategic Plan Of Action

On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.