TBDland basis
Capital
Squeeze On Privately-Capitalized Builders Tightens As Market Slows
As property valuations take a hit, a sudden glut of specs due to cancellations can trip a covenant, which can domino into a cash-flow crisis for builders without a back-up stash of ready money.
Land
Return-To-Work Measures May Stress-Test Wider-Radius Theory
In early Covid time, outer ring opportunity called like it was the Next Big Thing in residential planning and development. With the verdict still out on remote work, some bets are in question.
Capital
Reality Check: Wall St Finds Big SFR Land Bets Awash In Delays
According to an insider, nine of 10 financial player deals done between early '21 and the end of 2022 won't perform to pro forma business modeling. Here's why.
Land
Insurance Tactics Builders Adopt As Volatility Casts Its Shadow
Big public builders have pivoted land strategies to allow them to weather a bumpier patch ahead and troll for opportunity. Smaller players have literally fewer options to de-risk.
Land
Houston Rocket Fuel: Starwood Pairs Up With Land Tejas MPCs
As builders and their partners search and vie for visibility and predictability in early 2022, true north will point to fewer, larger mega platform master plans and land banks. Here's a case in point.
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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
Capital 09.16.22
Squeeze On Privately-Capitalized Builders Tightens As Market Slows
As property valuations take a hit, a sudden glut of specs due to cancellations can trip a covenant, which can domino into a cash-flow crisis for builders without a back-up stash of ready money.
Land 04.11.22
Return-To-Work Measures May Stress-Test Wider-Radius Theory
In early Covid time, outer ring opportunity called like it was the Next Big Thing in residential planning and development. With the verdict still out on remote work, some bets are in question.
Capital 01.28.22
Reality Check: Wall St Finds Big SFR Land Bets Awash In Delays
According to an insider, nine of 10 financial player deals done between early '21 and the end of 2022 won't perform to pro forma business modeling. Here's why.
Land 01.18.22
Insurance Tactics Builders Adopt As Volatility Casts Its Shadow
Big public builders have pivoted land strategies to allow them to weather a bumpier patch ahead and troll for opportunity. Smaller players have literally fewer options to de-risk.
Land 01.04.22
Houston Rocket Fuel: Starwood Pairs Up With Land Tejas MPCs
As builders and their partners search and vie for visibility and predictability in early 2022, true north will point to fewer, larger mega platform master plans and land banks. Here's a case in point.
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