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
Land Deals Pivot From Fast-Forward To Pause, But For How Long?
Wait-and-see kicks into effect, with a few noteworthy walk-aways and some agreements falling through at the 11th hour. The question is how long land in limbo can last.
Leadership
Behind The Headlines: The Sekisui House-Chesmar $514 Mil Combo
The year's largest M&A deal yet, and the largest publicly-disclosed private company valuation since 2012 makes for a story about new beginnings rather than the end of a cycle.
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Builder Advisor Group
Land
Build-To-Rent Diamonds In The Rough: Product, Place, Timing
The Builder's Daily unpacks a recent Phoenix-area build-to-rent $186 million two-asset deal to underscore what sets these high-stakes build-to-rent ventures apart from one another in a more adverse financial environment.
Capital
The 'Everybody's-A-Winner' Era In Build-To-Rent Gets A Stress Test
All single-family built-to-rent deals, communities, and prospects for success are not equal. As the for-sale market gets tougher, product, location, process, and pro forma will create BTR winners and losers.
Land
For A Tougher Time Ahead, Spottier Opportunities Will Rule
Precision segmentation, sub-market nuance, and specific tactics to meet the needs of moving target buyers will soon take the place of an everything-works-everywhere homebuilding and development business environment.
