TBDland basis
Land
Texas Two-Steps: Mapping Out DFW's Newest Paths Of Growth
The DFW growth frontier pushes north as Sherman and Denison wrestle with timing, pricing, and identity. Land costs, lifestyle appeal, and semiconductor billions fuel a slow-burning transformation with long-term upside.
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.
Land
Out West: Legacy, Land Deals, Handshakes, And Long Games
Contributor Scott Finfer tells the story of a gas-station handshake deal that’s turning 1,000 acres of legacy ranchland into a patient, master-planned future — Texan in values, smart in strategy.
Land
It's Always About Land In Homebuilding, But Now It's Different
Prices for it are high; multiple bidders for it strive to control it and build on it; borrowing costs to finance it are high, time-value-of-money costs for entitlement, permitting, etc. are running longer and longer, and ... "they're not making it anymore" has become "they're making less."
Land
The Lennar Business System: A How-To For De-Risking Land Buys
Lennar Executive Chairman and Co-CEO Stuart Miller reinforced a mantra he’s been drilling into stakeholders' and observers' heads for years. It’s not complicated to grasp: Starts. Sales. Deliveries.





land basis
Land 08.04.25
Texas Two-Steps: Mapping Out DFW's Newest Paths Of Growth
The DFW growth frontier pushes north as Sherman and Denison wrestle with timing, pricing, and identity. Land costs, lifestyle appeal, and semiconductor billions fuel a slow-burning transformation with long-term upside.
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.
Land 05.12.25
Out West: Legacy, Land Deals, Handshakes, And Long Games
Contributor Scott Finfer tells the story of a gas-station handshake deal that’s turning 1,000 acres of legacy ranchland into a patient, master-planned future — Texan in values, smart in strategy.
Land 05.29.24
It's Always About Land In Homebuilding, But Now It's Different
Prices for it are high; multiple bidders for it strive to control it and build on it; borrowing costs to finance it are high, time-value-of-money costs for entitlement, permitting, etc. are running longer and longer, and ... "they're not making it anymore" has become "they're making less."
Land 03.15.24
The Lennar Business System: A How-To For De-Risking Land Buys
Lennar Executive Chairman and Co-CEO Stuart Miller reinforced a mantra he’s been drilling into stakeholders' and observers' heads for years. It’s not complicated to grasp: Starts. Sales. Deliveries.