TBDLand

The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.

Will Real Estate Remap Value To Waterfront, Fire Zone Threats?

Land

Will Real Estate Remap Value To Waterfront, Fire Zone Threats?

A longer tail of implied promise in property's value may begin to trigger land price adjustments, contract modifications, etc. Here's why.

Land Valuation And The New Geography Of Catastrophe

Land

Land Valuation And The New Geography Of Catastrophe

The future of housing and the future of home weave into the near-and-present peril around property and its value in a climate that is closing in.

BRIEFS

06.15.21

To Detect Job Magnets, Follow Job Opportunity Scorecards

Which top 10 states rankings for job seekers will win out in predicting where young people match up with career opportunity?

06.02.21

Metro Magnetic: Pencilling How Much Commute Will Compute

Land acquisition strategy's challenge of the moment is to decipher signals vs. noise, reactiveness vs. initiation, impulse vs. intention as households shape geography's future.

03.19.21

Google Maps $7 Billion Growth Spurt With 10,000 New Hires

Google's office, data center, and new locations roadmap for 2021 sparks a rush to follow the tech money to tech's new geography magnets.

03.14.21

Here's Algorithms To Tell Which Markets Will Recover Fastest

New 10-year Bureau of Labor Statistics projection analysis reveals a choppy mosaic of geographical market risk and opportunity.

03.14.21

Has Density Lost Lustre In The Aftermath Of The Pandemic?

The "ins" and "outs" of net migration; what they mean to future land deals; and why they matter now.

03.13.21

Remote Possibility: Developers' High-Stakes Bets On Work-From-Anywhere

"The remote work revolution" and its staggering calculus for real estate is a futurist's dream-come-true. Thing is, will work-from-anywhere stick for more than a privileged few?

In One Fell Swoop, Dream Finders Joins Building's Big Leagues

Land

In One Fell Swoop, Dream Finders Joins Building's Big Leagues

Patrick Zalupski's latest coup -- landing a $475 million deal for Texas powerhouse MHI Partners -- underscores a meteoric rise to multiregional relevance as a homebuilding power player.

Stanley Martin Adds Florida's Avex To Daiwa House Footprint

Land

Stanley Martin Adds Florida's Avex To Daiwa House Footprint

Here's why a Q4 surge in private-to-private, private-to-public, and private-to-financial buyer deals will take homebuilder consolidation to a next level.

PE Firms Bring Buy-Now-Pay-Later Gambit To Land Wargames

Land

PE Firms Bring Buy-Now-Pay-Later Gambit To Land Wargames

"Some of these deals today will be the big distressed deal plays of tomorrow." -- A strategic land pro describes private equity blitz into build-for-rent as "extraordinarily risky."

Suburban Renewal: America's Pandemic Embrace Of Backyards

Land

Suburban Renewal: America's Pandemic Embrace Of Backyards

Fresh Pew Research affirms a mindset shift toward bigger, less dense, houses, versus walkable access to neighborhood retail, food, health, and entertainment connections. Two big questions here.

CastleRock Clinches Daiwa House's 'Smile States' Empire

Land

CastleRock Clinches Daiwa House's 'Smile States' Empire

Now, three strategically-joined operators stretch coast-to-coast, and are poised to grow the business into one of homebuilding's 15 leading enterprises. An exclusive interview with CastleRock EVP Lance Wright.

Ground Rule Trouble: Built-To-Rent Land Rush Stresses Publics

Land

Ground Rule Trouble: Built-To-Rent Land Rush Stresses Publics

Clashing land valuation models -- IRR vs. gross and net yield REIT valuations -- have upped the antes, raised the risks, and elevated the stakes in the residential land acquisition landscape.

2020 Census: Fast-Changing Households Hold Keys To 2030

Land

2020 Census: Fast-Changing Households Hold Keys To 2030

An underlying, strategically critical question for market-rate housing leaders: How geared are their organizations, designs, land plans, and price offerings for 'explosive' diversity in household composition?