TBDLand
The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.
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
Houston, We've Got Lift-Off! Smith Douglas Nets Devon Street Homes
The Builder's Daily talks with Smith Douglas Homes president and CEO Greg Bennett on what's driving the firm to expand into the competitive Houston market ... and why he thinks the SDH team's likely to win.
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.
Leadership
Homebuilding M&A Maestro Rick Beckwitt To Exit Lennar
In Beckwitt's hands, the ins and outs of negotiation, combination, and integration – particularly with the complexities of land asset valuation, operational practice, technology innovation, and cultural fit evolved into a refined art and mutually-valued science.
Capital
What D.R. Horton's Bang-Up Q3 Results Mean For Other Builders
A minimum of eight times in this morning's earnings call with Wall Street investment research analysts D.R. Horton c-suite executives used the word "market share," ... as in coming for more of yours.
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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
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 08.01.23
Houston, We've Got Lift-Off! Smith Douglas Nets Devon Street Homes
The Builder's Daily talks with Smith Douglas Homes president and CEO Greg Bennett on what's driving the firm to expand into the competitive Houston market ... and why he thinks the SDH team's likely to win.
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.
Leadership 07.21.23
Homebuilding M&A Maestro Rick Beckwitt To Exit Lennar
In Beckwitt's hands, the ins and outs of negotiation, combination, and integration – particularly with the complexities of land asset valuation, operational practice, technology innovation, and cultural fit evolved into a refined art and mutually-valued science.
Capital 07.20.23
What D.R. Horton's Bang-Up Q3 Results Mean For Other Builders
A minimum of eight times in this morning's earnings call with Wall Street investment research analysts D.R. Horton c-suite executives used the word "market share," ... as in coming for more of yours.
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