TBDLand constraint
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
Poised To Pounce: If Credit Tightens, Get Ready For A Run
Here's the way 10 public homebuilding firms' strategists coyly position themselves to jump on new market share and earnings opportunities through the end of 2023 and into 2024, by drawing on troves of 'dry powder.'
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
Will Real Estate Remap Value To Waterfront, Fire Zone Threats?
A longer tail of implied promise in property's value may begin to trigger land price adjustments, contract modifications, etc. Here's why.
Policy
A 20-Year Gap Of 5 Million Homes Not Built Defines '20s Challenge
In shock-therapy approach, the National Association of Realtors calls on lawmakers to call housing what it is ... infrastructure, and fund it accordingly.





Land constraint
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.
Land 08.02.23
Poised To Pounce: If Credit Tightens, Get Ready For A Run
Here's the way 10 public homebuilding firms' strategists coyly position themselves to jump on new market share and earnings opportunities through the end of 2023 and into 2024, by drawing on troves of 'dry powder.'
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 09.24.21
Will Real Estate Remap Value To Waterfront, Fire Zone Threats?
A longer tail of implied promise in property's value may begin to trigger land price adjustments, contract modifications, etc. Here's why.
Policy 06.17.21
A 20-Year Gap Of 5 Million Homes Not Built Defines '20s Challenge
In shock-therapy approach, the National Association of Realtors calls on lawmakers to call housing what it is ... infrastructure, and fund it accordingly.