TBDLand
The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.
Land
Houston Rocket: Century Seizes Top-5 Lift-Off Via Anglia Homes Purchase
There's market share and there's Top 5 local market share. Any organization that can secure a wrung in that latter set – organically, through land development partners, or via M&A – is gunning for it as we speak.
Land
As More Would-Be Buyers Opt To Wait, BTR Demand Heats Up
As consumer households hesitate to purchase until signs of clarity emerge on the pricing, interest rate, economic and political backdrop, etc., the industry could witness a shift from owning to renting, a change worth watching.
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McGuinn Homes
Land
Misawa's 51% Buy Of Visionary Homes: A Theme And Variations
The combination is Misawa's second U.S. market inroad, having completed a similar deal to take a majority interest in North Texas operator Impression Homes in December 2018.
Land
The Elephant In The Land Acq Room: Underwriting For Inflation
We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.
Land
Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives
This move underscores a broader trend towards the "asset-light" business model, which is now widely being adopted by major homebuilding enterprises, public and private.
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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
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Land
Land 08.01.24
Houston Rocket: Century Seizes Top-5 Lift-Off Via Anglia Homes Purchase
There's market share and there's Top 5 local market share. Any organization that can secure a wrung in that latter set – organically, through land development partners, or via M&A – is gunning for it as we speak.
Land 07.25.24
As More Would-Be Buyers Opt To Wait, BTR Demand Heats Up
As consumer households hesitate to purchase until signs of clarity emerge on the pricing, interest rate, economic and political backdrop, etc., the industry could witness a shift from owning to renting, a change worth watching.
Land 07.18.24
Misawa's 51% Buy Of Visionary Homes: A Theme And Variations
The combination is Misawa's second U.S. market inroad, having completed a similar deal to take a majority interest in North Texas operator Impression Homes in December 2018.
Land 07.17.24
The Elephant In The Land Acq Room: Underwriting For Inflation
We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.
Land 06.21.24
Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives
This move underscores a broader trend towards the "asset-light" business model, which is now widely being adopted by major homebuilding enterprises, public and private.
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