TBDZoning
Land
Evolving Local Rules Are Changing The Land Game
Path of growth land positions — once the vast realm of broken deals and distress — are pencilling for development. Local community engagement will determine which builders overcome entitlement risk ... and which ones don't.
Leadership
The Contrarian: How To Adapt To A Capacity-Constrained Future
TBD Dream Teamer Scott Cox looks ahead at market-rate housing's longer-run ramp way. He sees constraints increasing -- not easing -- and imagines what it will take companies to become fit to thrive in such a future.
Leadership
Homebuilding's Backlog Logjam Weighs On 2022 Forecasts
It's crystal ball time in housing, and a number of factors bedeviling homebuilders' production and value cycles remain stubbornly resistant to modeling a plan. Welcome to a new normal of de-risking 2022 operations for uncertainty ahead.
Leadership
Land Entitlement Risk, Leadership, And People Who Think Differently Than Us
Where housing strategists draw up short concerns the lifeline of real estate – the ultimate brittle, fragile, and, opposite-of-resilient but vitally important supply chain of zoned, entitled, home sites.
Land
Twin Risks — Local & Federal — Loom On Built-For-Rent Horizon
With monster-sized wagers, investors are thronging into the newly built single-family-rental market, confident in a market tilting in their favor is high. Still, what about all that entitlement risk?
Zoning
Land 12.15.21
Evolving Local Rules Are Changing The Land Game
Path of growth land positions — once the vast realm of broken deals and distress — are pencilling for development. Local community engagement will determine which builders overcome entitlement risk ... and which ones don't.
Leadership 12.08.21
The Contrarian: How To Adapt To A Capacity-Constrained Future
TBD Dream Teamer Scott Cox looks ahead at market-rate housing's longer-run ramp way. He sees constraints increasing -- not easing -- and imagines what it will take companies to become fit to thrive in such a future.
Leadership 12.02.21
Homebuilding's Backlog Logjam Weighs On 2022 Forecasts
It's crystal ball time in housing, and a number of factors bedeviling homebuilders' production and value cycles remain stubbornly resistant to modeling a plan. Welcome to a new normal of de-risking 2022 operations for uncertainty ahead.
Leadership 11.01.21
Land Entitlement Risk, Leadership, And People Who Think Differently Than Us
Where housing strategists draw up short concerns the lifeline of real estate – the ultimate brittle, fragile, and, opposite-of-resilient but vitally important supply chain of zoned, entitled, home sites.
Land 10.18.21
Twin Risks — Local & Federal — Loom On Built-For-Rent Horizon
With monster-sized wagers, investors are thronging into the newly built single-family-rental market, confident in a market tilting in their favor is high. Still, what about all that entitlement risk?