TBDhomebuilding land and capital
Leadership
Homebuilding’s Hardest Test: Change As Core Competency
Residential development leaders are being forced to lead across timelines. Resilience means solving today’s air pockets with tomorrow’s customers in mind.
Together with
Cecilian Partners
Land
Texas Land, Texas Spirit: A Wake-up Call For Better Neighborhoods
Scott Finfer calls for a reinvention of how communities are built—away from formulaic lot counts and toward ecosystems rooted in landscape, design, and daily experience. His essay challenges developers to deliver neighborhoods that endure and reflect the best of the Texas spirit.
Leadership
Lennar Sets A New Tone As Margins Shrink, Moves Multiply
When America’s 2nd biggest builder pumps the brakes—even slightly—there’s more going on than quarterly numbers. Our Monday deep-dive connects the dots between Lennar’s Q3 tone shift and a pivotal moment for the entire homebuilding ecosystem.
Capital
Toll Brothers Exits Apartments, Sharpens Playing To Strengths
The $347 million sale of Toll Brothers’ Apartment Living platform to Kennedy Wilson transfers $5.2 billion in assets under management and a national development team. For Toll, it’s less about retreat than an embrace of its cultural pedigree of focus, discipline, and luxury market leadership.
Land
BTI’s Long-Game: Big Land Bets Amid Homebuilder Tactics Shifts
CIO Justin Onorato explains why developer BTI sees resilience in Florida, Texas, and Colorado markets, and how population dynamics shape its long-view strategy.
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DEBORAH BLAKE
EVERYTHING 55+
Best-Laid Plans — How to Drive Success With 55+ Communities
Location, amenities, land plan, and future-proofed homes ... the first of a multi-episode series from Ipsum Group Principal and Founder Deborah Blake
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homebuilding land and capital
Leadership 10.07.25
Homebuilding’s Hardest Test: Change As Core Competency
Residential development leaders are being forced to lead across timelines. Resilience means solving today’s air pockets with tomorrow’s customers in mind.
Land 09.30.25
Texas Land, Texas Spirit: A Wake-up Call For Better Neighborhoods
Scott Finfer calls for a reinvention of how communities are built—away from formulaic lot counts and toward ecosystems rooted in landscape, design, and daily experience. His essay challenges developers to deliver neighborhoods that endure and reflect the best of the Texas spirit.
Leadership 09.22.25
Lennar Sets A New Tone As Margins Shrink, Moves Multiply
When America’s 2nd biggest builder pumps the brakes—even slightly—there’s more going on than quarterly numbers. Our Monday deep-dive connects the dots between Lennar’s Q3 tone shift and a pivotal moment for the entire homebuilding ecosystem.
Capital 09.18.25
Toll Brothers Exits Apartments, Sharpens Playing To Strengths
The $347 million sale of Toll Brothers’ Apartment Living platform to Kennedy Wilson transfers $5.2 billion in assets under management and a national development team. For Toll, it’s less about retreat than an embrace of its cultural pedigree of focus, discipline, and luxury market leadership.
Land 09.18.25
BTI’s Long-Game: Big Land Bets Amid Homebuilder Tactics Shifts
CIO Justin Onorato explains why developer BTI sees resilience in Florida, Texas, and Colorado markets, and how population dynamics shape its long-view strategy.
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