TBDowned lots
Land
Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps
Homebuilders are stoked about better-than-expected demand that arrived ahead of schedule in 2024. For many of them, it's supply -- particularly lot supply -- that represents the red flag risk ahead.
Land
Strong Private Builders Can Write Their Ticket In M&A Sweeps
A select group of sellers – whose backs may be viewed as against the wall purely financially, given their reliance on personally guaranteed bank lending for AD&C – have tremendous leverage on both options and terms.
Together with
Builder Advisor Group
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.
Together with
Builder Advisor Group
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.'
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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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owned lots
Land 03.05.24
Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps
Homebuilders are stoked about better-than-expected demand that arrived ahead of schedule in 2024. For many of them, it's supply -- particularly lot supply -- that represents the red flag risk ahead.
Land 02.06.24
Strong Private Builders Can Write Their Ticket In M&A Sweeps
A select group of sellers – whose backs may be viewed as against the wall purely financially, given their reliance on personally guaranteed bank lending for AD&C – have tremendous leverage on both options and terms.
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.
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.'
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