TBDLand appreciation
Land
A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals
Innovations to lower building costs will only get builders and developers part of the way to affordability. Disruptive deals to engage local property owners in enlightened self-interest will also need to happen.
Land
Land Deals Pivot From Fast-Forward To Pause, But For How Long?
Wait-and-see kicks into effect, with a few noteworthy walk-aways and some agreements falling through at the 11th hour. The question is how long land in limbo can last.
Leadership
It Rhymes With Trouble And Flashes Orange Before It Goes Red
For Frank Anton, the strongest signals in housing are ones that impact a stark 'fundamentals' gap between households' payment power and the combo of asking prices and monthly costs. Data, evidence, action.
Land
Return-To-Work Measures May Stress-Test Wider-Radius Theory
In early Covid time, outer ring opportunity called like it was the Next Big Thing in residential planning and development. With the verdict still out on remote work, some bets are in question.
Land
More Housing Needed In Cities Or Suburbs? The Answer Is Yes
It's not an either or. Migration and geographical population change statistics support residential investment and development in both dense, downtown urban hubs, as well as greenfield path-of-growth magnets.





Land appreciation
Land 09.26.22
A Land Reset Can Lower Costs, But It'll Also Take A New Deal With Locals
Innovations to lower building costs will only get builders and developers part of the way to affordability. Disruptive deals to engage local property owners in enlightened self-interest will also need to happen.
Land 08.04.22
Land Deals Pivot From Fast-Forward To Pause, But For How Long?
Wait-and-see kicks into effect, with a few noteworthy walk-aways and some agreements falling through at the 11th hour. The question is how long land in limbo can last.
Leadership 04.12.22
It Rhymes With Trouble And Flashes Orange Before It Goes Red
For Frank Anton, the strongest signals in housing are ones that impact a stark 'fundamentals' gap between households' payment power and the combo of asking prices and monthly costs. Data, evidence, action.
Land 04.11.22
Return-To-Work Measures May Stress-Test Wider-Radius Theory
In early Covid time, outer ring opportunity called like it was the Next Big Thing in residential planning and development. With the verdict still out on remote work, some bets are in question.
Land 03.28.22
More Housing Needed In Cities Or Suburbs? The Answer Is Yes
It's not an either or. Migration and geographical population change statistics support residential investment and development in both dense, downtown urban hubs, as well as greenfield path-of-growth magnets.