TBDlots
Leadership
Built To Last: How Family Names Endure Homebuilding's Cycles
In the story Atlanta Metro-area homebuilding, home sales, and residential development icon David Chatham tells of his three-generation family enterprise, one can pick up the thread of the history of homebuilding's culture of character, capability, and resiliency.
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.
Policy
Trailblazers '23: Frolic Resets Property's Value Creation Model
A property owner's ability to generate added revenue is at least part of the equation of bending cost curves down and human capability curves up to put more of America's total universe into a surer, safer way into decent housing access.
Land
Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend
To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.
Land
Private Homebuilders Turn To Coopetition As A Path Forward
As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.
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Leadership 11.13.23
Built To Last: How Family Names Endure Homebuilding's Cycles
In the story Atlanta Metro-area homebuilding, home sales, and residential development icon David Chatham tells of his three-generation family enterprise, one can pick up the thread of the history of homebuilding's culture of character, capability, and resiliency.
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.
Policy 10.17.23
Trailblazers '23: Frolic Resets Property's Value Creation Model
A property owner's ability to generate added revenue is at least part of the equation of bending cost curves down and human capability curves up to put more of America's total universe into a surer, safer way into decent housing access.
Land 10.04.23
Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend
To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.
Land 09.28.23
Private Homebuilders Turn To Coopetition As A Path Forward
As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.