TBDland basis
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.
Land
The New Math: The 5 Metrics To Get Right For Success In 2024
During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.
Land
As Land Inflation Looms Over 2024, New Solutions Emerge
Mix shift or not, land and residential building lots are not only the homebuilding and development's precious resource "they're not making any more of," but also the very one 30,000 U.S. localities happen to make a common practice of making less of.
Land
Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend
To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.
land basis
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.
Land 12.15.23
The New Math: The 5 Metrics To Get Right For Success In 2024
During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.
Land 11.15.23
As Land Inflation Looms Over 2024, New Solutions Emerge
Mix shift or not, land and residential building lots are not only the homebuilding and development's precious resource "they're not making any more of," but also the very one 30,000 U.S. localities happen to make a common practice of making less of.
Land 10.04.23
Beyond The 'What-Inning-Is-It?' Question: 2024-'25 Land-Spend
To feed the machine, public, private, large, medium, or small builders need lots out ahead of them. To keep that machine hungry, builders need those lots to pencil in an environment that's getting tougher and tougher for a larger and larger portion of would-be home buyers.