Land
Millrose Q3 Outperforms On Tech, Discipline & Land‑Light Strategy
As many builders pull back, Millrose Properties leverages data‑driven underwriting and select partnerships to bank growth despite a softening market.
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.
Architecture
Value Engineering Is Only Partly About Design And Price ... It's A Strategy
Tactics and tailwinds – necessary and successful as they've been in stemming what could have been a rout from the start of 2023 – amount to this: They've bought builders time.
Land
Now That Builders' Have Pace In Hand, The Worry Turns To Land
Many homebuilders, giddy about the fact that they're selling homes when they didn't know for sure what would be going on right now, now begin to feel uneasy about backing up their legacy land deals with new lot pipelines.
