TBD Land

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

A Contrarian's Take On Tariffs And Market Share Opportunity

Land

A Contrarian's Take On Tariffs And Market Share Opportunity

Our man on the ground in Texas, long-time land acquisition strategy guru Scott Finfer, sees a window of opportunity opening for nimble, agile, private homebuilding power players able to counterpunch while big builders grapple with tariff blowback.

A $362 Million Loan To Buy NoCal Mountain House Assets Closes

Capital

A $362 Million Loan To Buy NoCal Mountain House Assets Closes

The loan – to a private family buyer – will go toward the acquisition of more than 5,500 entitled and partially developed lots at San Joaquin County, CA-area Mountain House, a storied planned community ideally suited to a hybrid work week in the greater Bay Area.

Together with

Builder Advisor Group

Poised To Pounce: If Credit Tightens, Get Ready For A Run

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.'

Houston, We've Got Lift-Off! Smith Douglas Nets Devon Street Homes

Land

Houston, We've Got Lift-Off! Smith Douglas Nets Devon Street Homes

The Builder's Daily talks with Smith Douglas Homes president and CEO Greg Bennett on what's driving the firm to expand into the competitive Houston market ... and why he thinks the SDH team's likely to win.

Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle

Land

Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle

Here are 10 public homebuilding enterprise CFOs on their firms' current cash troves, adding up to more than $15 billion in resources ready to accelerate earnings growth in the year ahead.

Homebuilding M&A Maestro Rick Beckwitt To Exit Lennar

Leadership

Homebuilding M&A Maestro Rick Beckwitt To Exit Lennar

In Beckwitt's hands, the ins and outs of negotiation, combination, and integration – particularly with the complexities of land asset valuation, operational practice, technology innovation, and cultural fit evolved into a refined art and mutually-valued science.

A Contrarian's Take On Tariffs And Market Share Opportunity

Land

A Contrarian's Take On Tariffs And Market Share Opportunity

Our man on the ground in Texas, long-time land acquisition strategy guru Scott Finfer, sees a window of opportunity opening for nimble, agile, private homebuilding power players able to counterpunch while big builders grapple with tariff blowback.

A $362 Million Loan To Buy NoCal Mountain House Assets Closes

Capital

A $362 Million Loan To Buy NoCal Mountain House Assets Closes

The loan – to a private family buyer – will go toward the acquisition of more than 5,500 entitled and partially developed lots at San Joaquin County, CA-area Mountain House, a storied planned community ideally suited to a hybrid work week in the greater Bay Area.

Together with

Builder Advisor Group

Poised To Pounce: If Credit Tightens, Get Ready For A Run

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.'

Houston, We've Got Lift-Off! Smith Douglas Nets Devon Street Homes

Land

Houston, We've Got Lift-Off! Smith Douglas Nets Devon Street Homes

The Builder's Daily talks with Smith Douglas Homes president and CEO Greg Bennett on what's driving the firm to expand into the competitive Houston market ... and why he thinks the SDH team's likely to win.

Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle

Land

Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle

Here are 10 public homebuilding enterprise CFOs on their firms' current cash troves, adding up to more than $15 billion in resources ready to accelerate earnings growth in the year ahead.

Homebuilding M&A Maestro Rick Beckwitt To Exit Lennar

Leadership

Homebuilding M&A Maestro Rick Beckwitt To Exit Lennar

In Beckwitt's hands, the ins and outs of negotiation, combination, and integration – particularly with the complexities of land asset valuation, operational practice, technology innovation, and cultural fit evolved into a refined art and mutually-valued science.