Land
Understanding Homebuilding's New Capital Partner: Land Banking
Scott Cox explores the return and surging business traction of land banking. Here's a thorough unpacking of structures, risks, and reasons public builders are doubling down—even as rate compression tests its limits.
Land
To Get Out Of Housing's Echo Chamber ... How About A Plan?
It would be naïve to think there is an argument that will win over most of these folks. But we need to convince some and at least lessen the negative passion of a material proportion of the rest.
Land
Laser-Focused Opportunism Seen As Strategic Plan Of Action
On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.
Together with
Builder Advisor Group
Land
A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023
Having to go out now – in a business backdrop where land sellers never got the memo that they'd better concede on lot pricing – and buy land feels, to some of the builder execs we've heard from, just wrong. That doesn't mean they won't do it.
Land
Undersupplied And Over-Built: How Could Both Be True At Once?
The paradoxical riddle – undersupply and overbuilding – has moving-target market-rate for-sale new-construction demand disruptors many market appraisers neglect as well.
Leadership
Another Monday In Homebuilder Land: The Fed 'Pause' Edition
At this point, either the good news or the bad is masking what's really going on and what's due next.
