TBDLand

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

Second Homes Surge In The Wake Of The Pandemic

Land

Second Homes Surge In The Wake Of The Pandemic

Here are the U.S. top 30 counties for vacation homes, as Americans blend their urge for recreation with a newfound capacity to work from anywhere.

Not All SFR Markets Are Created Equal: Many Thrive, Some Don't

Land

Not All SFR Markets Are Created Equal: Many Thrive, Some Don't

On average, single-family-rental is one of housing's biggest winners of 2020 into 2021. How many markets will behave according to the law of averages?

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?

Drought Shifts Wildfire's Fault Lines Into No Man's Land Buys

Land

Drought Shifts Wildfire's Fault Lines Into No Man's Land Buys

Arguments pro and con on the risks of development, where and where not to develop, who's got which rights to do what, etc., are the matters of power, money, and politics. Meanwhile, there's a housing affordability crisis.

Moving Targets: Rather Than Predict And Bet, Listen And Learn

Land

Moving Targets: Rather Than Predict And Bet, Listen And Learn

Winners and losers in the land game are placing big money on work-from-anywhere trends that may or may not hold in a mid-term future business scenario.

Drive 'Til You Qualify Gets A Work-From-Anywhere Makeover

Land

Drive 'Til You Qualify Gets A Work-From-Anywhere Makeover

How powerfully will the blended allure of desirably-priced housing and liberation from a daily commute move people to move, predictably?

Six Impossible Housing Ideas: Unmasking Local Land-Use Policy

Policy

Six Impossible Housing Ideas: Unmasking Local Land-Use Policy

The thinking that brings you new local land-use “tools in the toolbox” – inclusionary housing, affordable housing fees, tax credits for buyers -- will not bring you homes for more people.

Mobility: What It Was, What It Is And What It May Never Be Again

Land

Mobility: What It Was, What It Is And What It May Never Be Again

Our market-rate housing business community is too enamored of trend flavor-of-the-month prognostications, self-assurances, and full-steam-ahead wagers, based largely on seat-of-the-pants reckoning and pure guesswork.

The Future Is Now: Lead, Don't Wallow

Building Tech & Products

The Future Is Now: Lead, Don't Wallow

The capability challenge, our Dream Team posits, can only be solved through the embrace of data, technology, process and a pivot to collaboration in a dog-eat-dog culture.

The Rise And Rise Of LGI Homes: A Model Fit For Headwinds

Land

The Rise And Rise Of LGI Homes: A Model Fit For Headwinds

The secret-sauce behind the trajectory of the decade's most high-momentum homebuilding enterprise, and why there's no reason to think it will stop at being a top-5-ranked builder.