TBDLand

The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.

The Elephant In The Land Acq Room: Underwriting For Inflation

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.

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

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.

Ground Control: Creating A Digital Marketplace To Move Dirt

Technology

Ground Control: Creating A Digital Marketplace To Move Dirt

A $100 billion-a-year lending pool to acquire and develop the ground for homesites partially supports a parallel universe $50-billion addressable market that begs for a solution to a pain point: moving dirt.

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Land

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Clayton Garrett and Scott Snodgrass' Indigo business case may be their vision's power, portability, and scale. It could well be a fresh residential real estate business model in the making.

A Majority Of New-Home Markets Are Water Stressed

Land

A Majority Of New-Home Markets Are Water Stressed

Addressing both outdoor and indoor water use in new construction will be key to reducing the stress on U.S. water resources. Here are some strategies for homebuilders to achieve more efficient water use.

-
The Elephant In The Land Acq Room: Underwriting For Inflation

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.

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

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.

Ground Control: Creating A Digital Marketplace To Move Dirt

Technology

Ground Control: Creating A Digital Marketplace To Move Dirt

A $100 billion-a-year lending pool to acquire and develop the ground for homesites partially supports a parallel universe $50-billion addressable market that begs for a solution to a pain point: moving dirt.

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Land

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Clayton Garrett and Scott Snodgrass' Indigo business case may be their vision's power, portability, and scale. It could well be a fresh residential real estate business model in the making.

A Majority Of New-Home Markets Are Water Stressed

Land

A Majority Of New-Home Markets Are Water Stressed

Addressing both outdoor and indoor water use in new construction will be key to reducing the stress on U.S. water resources. Here are some strategies for homebuilders to achieve more efficient water use.

Land

The Elephant In The Land Acq Room: Underwriting For Inflation

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.

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

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.

Ground Control: Creating A Digital Marketplace To Move Dirt

Technology 06.18.24

Ground Control: Creating A Digital Marketplace To Move Dirt

A $100 billion-a-year lending pool to acquire and develop the ground for homesites partially supports a parallel universe $50-billion addressable market that begs for a solution to a pain point: moving dirt.

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Land 06.17.24

'The Vision Thing' And Its Role Driving Orders In Dodgy Times

Clayton Garrett and Scott Snodgrass' Indigo business case may be their vision's power, portability, and scale. It could well be a fresh residential real estate business model in the making.

A Majority Of New-Home Markets Are Water Stressed

Land 06.12.24

A Majority Of New-Home Markets Are Water Stressed

Addressing both outdoor and indoor water use in new construction will be key to reducing the stress on U.S. water resources. Here are some strategies for homebuilders to achieve more efficient water use.