TBDlots
Land
Are Master Plans Shaping Up As Safer Havens For Builders In '23?
Further, what will be MPCs' role setting a pricing floor from which homebuilders can reboot reliably predictable absorption pace models?
Land
What If? Land Impairments Were Unimaginable. Now They're Likely
"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research
Leadership
'23 And We: An Expectations Manifesto For Homebuilding
There's an expectation we could have of ourselves in 2023. That is to make a cohesive first principles project that breaks residential real estate's five chief challenges — together — into achievable steps, ones that could take four or seven years in all to complete.
Land
A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals
Innovations to lower building costs will only get builders and developers part of the way to affordability. Disruptive deals to engage local property owners in enlightened self-interest will also need to happen.
Land
Brookfield, Toll JV A Long-Game Play As Most Fret Near-Term Risk
A $43 million jewel of a 214-acre site just outside land-constrained Seattle, due for timed-release land basis with exceptional margins beginning in Spring 2024, spurred two power players to team up and pounce.
Together with
Builder Advisor Group
lots
Land 01.09.23
Are Master Plans Shaping Up As Safer Havens For Builders In '23?
Further, what will be MPCs' role setting a pricing floor from which homebuilders can reboot reliably predictable absorption pace models?
Land 01.06.23
What If? Land Impairments Were Unimaginable. Now They're Likely
"We currently do not believe the impairment process this time around will be as destructive as the last cycle in total, but acknowledge there are varying degrees of gray." — Truman Patterson, Wolfe Research
Leadership 01.03.23
'23 And We: An Expectations Manifesto For Homebuilding
There's an expectation we could have of ourselves in 2023. That is to make a cohesive first principles project that breaks residential real estate's five chief challenges — together — into achievable steps, ones that could take four or seven years in all to complete.
Land 09.26.22
A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals
Innovations to lower building costs will only get builders and developers part of the way to affordability. Disruptive deals to engage local property owners in enlightened self-interest will also need to happen.
Land 08.17.22
Brookfield, Toll JV A Long-Game Play As Most Fret Near-Term Risk
A $43 million jewel of a 214-acre site just outside land-constrained Seattle, due for timed-release land basis with exceptional margins beginning in Spring 2024, spurred two power players to team up and pounce.