Land

Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo

"We're watching in-migration by market very closely. Along with lack of inventory in the resale market, the key has been in-migration has not slowed in many markets (Charlotte, Tampa, ATL TX, etc). That's the canary in the coal mine." -- A senior-level land strategist

Land

Homebuilding's Top 10 Trends In '24: No. 6 Private Builders' Infill Edge

Local lifeline: Picking up "hairy" local commercial and office real estate deals, many of them too complicated, isolated, and unscalable to hit larger competitors' radars, but just big enough to keep local players' engines running with both volume and margin.

Land

Who Needs Who More? Do BTR Buyers Have The 'Say' On Prices?

A multiregional homebuilding executive strategist clocks in with word that failed deals on the BTR front are resulting in calls from developer/investors saying, 'Hey! You want to buy some lots?'

Capital

Reality Check: Wall St Finds Big SFR Land Bets Awash In Delays

According to an insider, nine of 10 financial player deals done between early '21 and the end of 2022 won't perform to pro forma business modeling. Here's why.