TBDLand
The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.
Capital
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Land
Eight Reasons To Be Gung Ho On Housing's Long Term Future
In a storm of uncertainty, Scott Cox seizes a moment to focus on all the long-run positives for our business.
Land
Texas Two-Step: An Organic-M&A Expansion Into San Antone
Huntsville, AL-based Davidson Homes acquires San Antonio-based Kindred Homes' assets for an immediate sales boost, and separately secures control of a total of 1,000 lots and sets up market leadership to fast-track future market share growth in a hot local economy.
Land
Rosewood Communities Buy Nets UHG A Move-Up Platform
25-year old Rosewood's Upstate South Carolina products and land positions diversify Great Southern's affordable core legacy offerings, and give it positions more shielded from near-term price- and interest-rate-sensitive turbulence.
Leadership
Beyond The Headlines With Landsea Homes' Mike Forsum
An in-depth conversation revealing insights into a culture of capability, deal details, Landsea's focus on standing out from peers, and its playbook for acquisitions at a moment Forsum calls 'tough sledding.'
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TBDVOICES
Check out what some of the key voices in the industry have to say.
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
MOST POPULAR
Land
Capital 11.14.23
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Land 11.09.23
Eight Reasons To Be Gung Ho On Housing's Long Term Future
In a storm of uncertainty, Scott Cox seizes a moment to focus on all the long-run positives for our business.
Land 11.02.23
Texas Two-Step: An Organic-M&A Expansion Into San Antone
Huntsville, AL-based Davidson Homes acquires San Antonio-based Kindred Homes' assets for an immediate sales boost, and separately secures control of a total of 1,000 lots and sets up market leadership to fast-track future market share growth in a hot local economy.
Land 10.27.23
Rosewood Communities Buy Nets UHG A Move-Up Platform
25-year old Rosewood's Upstate South Carolina products and land positions diversify Great Southern's affordable core legacy offerings, and give it positions more shielded from near-term price- and interest-rate-sensitive turbulence.
Leadership 10.20.23
Beyond The Headlines With Landsea Homes' Mike Forsum
An in-depth conversation revealing insights into a culture of capability, deal details, Landsea's focus on standing out from peers, and its playbook for acquisitions at a moment Forsum calls 'tough sledding.'
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