TBDZoning

Evolving Local Rules Are Changing The Land Game

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.

The Contrarian: How To Adapt To A Capacity-Constrained Future

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.

Homebuilding's Backlog Logjam Weighs On 2022 Forecasts

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.

Land Entitlement Risk, Leadership, And People Who Think Differently Than Us

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.

Twin Risks — Local & Federal — Loom On Built-For-Rent Horizon

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?

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Evolving Local Rules Are Changing The Land Game

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.

The Contrarian: How To Adapt To A Capacity-Constrained Future

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.

Homebuilding's Backlog Logjam Weighs On 2022 Forecasts

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.

Land Entitlement Risk, Leadership, And People Who Think Differently Than Us

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.

Twin Risks — Local & Federal — Loom On Built-For-Rent Horizon

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

Evolving Local Rules Are Changing The Land Game

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.

The Contrarian: How To Adapt To A Capacity-Constrained Future

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.

Homebuilding's Backlog Logjam Weighs On 2022 Forecasts

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.

Land Entitlement Risk, Leadership, And People Who Think Differently Than Us

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.

Twin Risks — Local & Federal — Loom On Built-For-Rent Horizon

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?