TBDland basis
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
Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps
Homebuilders are stoked about better-than-expected demand that arrived ahead of schedule in 2024. For many of them, it's supply -- particularly lot supply -- that represents the red flag risk ahead.
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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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land basis
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.
Land 03.05.24
Here's Homebuilding Data Guru Jody Kahn On The '24 Land Sweeps
Homebuilders are stoked about better-than-expected demand that arrived ahead of schedule in 2024. For many of them, it's supply -- particularly lot supply -- that represents the red flag risk ahead.
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