TBDland basis
Land
It's Always About Land In Homebuilding, But Now It's Different
Prices for it are high; multiple bidders for it strive to control it and build on it; borrowing costs to finance it are high, time-value-of-money costs for entitlement, permitting, etc. are running longer and longer, and ... "they're not making it anymore" has become "they're making less."
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
The New Math: The 5 Metrics To Get Right For Success In 2024
During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.
Land
As Land Inflation Looms Over 2024, New Solutions Emerge
Mix shift or not, land and residential building lots are not only the homebuilding and development's precious resource "they're not making any more of," but also the very one 30,000 U.S. localities happen to make a common practice of making less of.
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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 basis
Land 05.29.24
It's Always About Land In Homebuilding, But Now It's Different
Prices for it are high; multiple bidders for it strive to control it and build on it; borrowing costs to finance it are high, time-value-of-money costs for entitlement, permitting, etc. are running longer and longer, and ... "they're not making it anymore" has become "they're making less."
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 12.15.23
The New Math: The 5 Metrics To Get Right For Success In 2024
During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.
Land 11.15.23
As Land Inflation Looms Over 2024, New Solutions Emerge
Mix shift or not, land and residential building lots are not only the homebuilding and development's precious resource "they're not making any more of," but also the very one 30,000 U.S. localities happen to make a common practice of making less of.
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