TBDhomebuilding land and capital
Capital
Capital, Time, and Trade-Offs: New Realities of Builder Growth
Private builders can still scale, but not on yesterday’s formulas. Scott Cox details the pitfalls of institutional capital, the “too many hands in the cookie jar” problem, and how land partnerships, fee-building, and market positioning offer viable paths forward.
Technology
How Homebuilders Budget for Speed, Agility, and Resilience
With 2026 planning underway, precision matters more than optimism. Homebuilders are shifting toward leaner systems, land discipline, and readiness strategies.
Together with
Cecilian Partners
Leadership
Private Homebuilders Find a Floor, But Not Much Cushion
Margins are thin, incentives are costly, and competition with publics is bruising. Yet private homebuilders see the beginning flickers of predictability — and even cautious optimism for 2026.
Leadership
Buffett’s Latest Homebuilder Bet Reshapes The Balance of Power
Berkshire Hathaway’s investment reentry into D.R. Horton and Lennar signals more than stock market timing. It affirms which builders will endure — and which may struggle — as housing’s tide recedes ... at least for now.
Land
A Private Builder's Dilemma: Gross Margin Or Sales Velocity?
Ignoring market signals puts private builders at risk of period cost creep, stalled cash flow, and eroding lender confidence—as rivals capture share, suppliers shift loyalty, and inventory languishes. In a market where stall speed can be fatal, meeting the market early becomes a compelling choice.
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TBDVOICES
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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
Capital 09.08.25
Capital, Time, and Trade-Offs: New Realities of Builder Growth
Private builders can still scale, but not on yesterday’s formulas. Scott Cox details the pitfalls of institutional capital, the “too many hands in the cookie jar” problem, and how land partnerships, fee-building, and market positioning offer viable paths forward.
Technology 08.29.25
How Homebuilders Budget for Speed, Agility, and Resilience
With 2026 planning underway, precision matters more than optimism. Homebuilders are shifting toward leaner systems, land discipline, and readiness strategies.
Leadership 08.25.25
Private Homebuilders Find a Floor, But Not Much Cushion
Margins are thin, incentives are costly, and competition with publics is bruising. Yet private homebuilders see the beginning flickers of predictability — and even cautious optimism for 2026.
Leadership 08.20.25
Buffett’s Latest Homebuilder Bet Reshapes The Balance of Power
Berkshire Hathaway’s investment reentry into D.R. Horton and Lennar signals more than stock market timing. It affirms which builders will endure — and which may struggle — as housing’s tide recedes ... at least for now.
Land 08.14.25
A Private Builder's Dilemma: Gross Margin Or Sales Velocity?
Ignoring market signals puts private builders at risk of period cost creep, stalled cash flow, and eroding lender confidence—as rivals capture share, suppliers shift loyalty, and inventory languishes. In a market where stall speed can be fatal, meeting the market early becomes a compelling choice.
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