TBDhomebuilding land strategy
Leadership
Sumitomo's Timber Complex Sharpens Its Edge Of Integration
The $29M Teal Jones acquisition solidifies Sumitomo’s strategy: Develop and own the lots, control the materials, manage the build cycle ... and thereby reshape the market.
Capital
Little Deal ... Big, Timely Product Pivot: Lokal’s Capital Play
A $12M facility fuels Lokal Homes’ swift shift into higher-margin homes and a smarter land strategy in a tough market.
Together with
Builder Advisor Group
Land
Understanding Homebuilding's New Capital Partner: Land Banking
Scott Cox explores the return and surging business traction of land banking. Here's a thorough unpacking of structures, risks, and reasons public builders are doubling down—even as rate compression tests its limits.
Policy
Texas Lawmakers Move Ahead On Bill Triggering Smaller Lots
The new state law -- somewhat trimmed in its ambitions -- would reduce lot-size minimums to 3,000 square feet in cities with a population of at least 150,000 and counties with a population of at least 300,000.
Land
Spring Land Slowdown Signals Deeper Strain For Homebuilders
A rare April dip in new home sales and starts — coupled with buyer hesitancy, incentives fatigue, and rising insurance costs — suggests deeper recalibration ahead for residential land strategy and valuation.
Together with
John Burns Research & Consulting
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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 strategy
Leadership 07.08.25
Sumitomo's Timber Complex Sharpens Its Edge Of Integration
The $29M Teal Jones acquisition solidifies Sumitomo’s strategy: Develop and own the lots, control the materials, manage the build cycle ... and thereby reshape the market.
Capital 07.02.25
Little Deal ... Big, Timely Product Pivot: Lokal’s Capital Play
A $12M facility fuels Lokal Homes’ swift shift into higher-margin homes and a smarter land strategy in a tough market.
Land 06.04.25
Understanding Homebuilding's New Capital Partner: Land Banking
Scott Cox explores the return and surging business traction of land banking. Here's a thorough unpacking of structures, risks, and reasons public builders are doubling down—even as rate compression tests its limits.
Policy 06.03.25
Texas Lawmakers Move Ahead On Bill Triggering Smaller Lots
The new state law -- somewhat trimmed in its ambitions -- would reduce lot-size minimums to 3,000 square feet in cities with a population of at least 150,000 and counties with a population of at least 300,000.
Land 05.15.25
Spring Land Slowdown Signals Deeper Strain For Homebuilders
A rare April dip in new home sales and starts — coupled with buyer hesitancy, incentives fatigue, and rising insurance costs — suggests deeper recalibration ahead for residential land strategy and valuation.
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