TBDhomebuilding land and capital
Land
A Contrarian's Take On Tariffs And Market Share Opportunity
Our man on the ground in Texas, long-time land acquisition strategy guru Scott Finfer, sees a window of opportunity opening for nimble, agile, private homebuilding power players able to counterpunch while big builders grapple with tariff blowback.
Leadership
Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'
In a slower housing market, Lennar leans into a land-light, asset-light strategy, doubling down on sales pace—even at the cost of incentives and margin compression. The message to suppliers: help us cut costs, or risk being cut out.
Land
Land-Light, Born Of Necessity, Comes Of Age As Opportunity
If you understand the why of “asset light,” there is a long list of homebuilding companies that need help. Land strategist Scott Finfer explains.
Capital
Private Capital Strikes Again: Oak Knoll’s $130M Kickstart
A historic Bay Area naval site is being transformed into a master-planned community amid the toughest credit market in years. With banks pumping the brakes, private capital is fueling a critical project in San Francisco's housing crisis.
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Builder Advisor Group
Land
Risk Revolution: Lessons from The Past, Challenges Of The Future
Scott Cox breaks down the evolving risk equation for homebuilders. Yesterday’s lessons won’t protect you from tomorrow’s threats.
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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
Land 04.30.25
A Contrarian's Take On Tariffs And Market Share Opportunity
Our man on the ground in Texas, long-time land acquisition strategy guru Scott Finfer, sees a window of opportunity opening for nimble, agile, private homebuilding power players able to counterpunch while big builders grapple with tariff blowback.
Leadership 03.24.25
Lennar: Volume Wins, Everyone Else Adjusts To 'Share The Pain'
In a slower housing market, Lennar leans into a land-light, asset-light strategy, doubling down on sales pace—even at the cost of incentives and margin compression. The message to suppliers: help us cut costs, or risk being cut out.
Land 03.11.25
Land-Light, Born Of Necessity, Comes Of Age As Opportunity
If you understand the why of “asset light,” there is a long list of homebuilding companies that need help. Land strategist Scott Finfer explains.
Capital 02.17.25
Private Capital Strikes Again: Oak Knoll’s $130M Kickstart
A historic Bay Area naval site is being transformed into a master-planned community amid the toughest credit market in years. With banks pumping the brakes, private capital is fueling a critical project in San Francisco's housing crisis.
Land 02.11.25
Risk Revolution: Lessons from The Past, Challenges Of The Future
Scott Cox breaks down the evolving risk equation for homebuilders. Yesterday’s lessons won’t protect you from tomorrow’s threats.
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