TBDLand development
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.'
Land
Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle
Here are 10 public homebuilding enterprise CFOs on their firms' current cash troves, adding up to more than $15 billion in resources ready to accelerate earnings growth in the year ahead.
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."
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Builder Advisor Group
Land
The 'Wild Card' On In- And Out-Migration? Relative Affordability
Pandemics, climate disruption, and a chronic housing-affordability crisis that has taken on new proportions and a life of its own will continue to evolve as forces for out- and in-migration trends, creating new criteria for local economic winners and losers.
Capital
Housing's Tech-Powered Affordability Solution Hidden In Plain Sight
Scores of new pioneering companies with talented and energized founders have started-up in the past dozen or so years in the home building technology space. They promise to fill a void -- at housing affordability's nexus of apples and oranges. One already does that: Clayton.





Land development
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.'
Land 07.31.23
Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle
Here are 10 public homebuilding enterprise CFOs on their firms' current cash troves, adding up to more than $15 billion in resources ready to accelerate earnings growth in the year ahead.
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."
Land 07.14.23
The 'Wild Card' On In- And Out-Migration? Relative Affordability
Pandemics, climate disruption, and a chronic housing-affordability crisis that has taken on new proportions and a life of its own will continue to evolve as forces for out- and in-migration trends, creating new criteria for local economic winners and losers.
Capital 05.12.23
Housing's Tech-Powered Affordability Solution Hidden In Plain Sight
Scores of new pioneering companies with talented and energized founders have started-up in the past dozen or so years in the home building technology space. They promise to fill a void -- at housing affordability's nexus of apples and oranges. One already does that: Clayton.