TBDLand development
Land
Private Homebuilders Turn To Coopetition As A Path Forward
As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.
Together with
Builder Advisor Group
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
Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle
Here are 10 public homebuilding enterprise CFOs on their firms' current cash troves, adding up to more than $15 billion in resources ready to accelerate earnings growth in the year ahead.
Land
The Big Are Bullish While Others Set Sights On Spot Wins
"Builders are bullish," says Tony Avila, ceo of Builder Advisor Group. "They've been generating cash as they slowed or stopped acquiring land in '22. This gives them more capital to deploy for M&A, which gets them earnings faster."
Together with
Builder Advisor Group
Land
The 'Wild Card' On In- And Out-Migration? Relative Affordability
Pandemics, climate disruption, and a chronic housing-affordability crisis that has taken on new proportions and a life of its own will continue to evolve as forces for out- and in-migration trends, creating new criteria for local economic winners and losers.
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TBDVOICES
Check out what some of the key voices in the industry have to say.
TERI SLAVIK-TSUYUKI
WELLNESS & THE BUILT ENVIRONMENT
A $275 Billion Opportunity Calls: Wellness Placemaking And Homes
An exclusive The Builder’s Daily content series — brought to you by our Dream Team's Teri Slavik-Tsuyuki — on wellness and well-being in residential construction and real estate.
SCOTT COX
LAND PLANNING MASTER CLASS
The Wild, Wild, Wild West Of Water And The Future Of Homebuilding
From Scott Cox, everything you never wanted to have to know about water and what it means to the future of community development West of the Rockies.
KEN PINTO
HOW MUCH IS THE MILK?
As Inflation Surges, Time Is Money: Here's How Builders Can Cut Both
Our MasterClass series with Ken Pinto focuses on a cause-and-effect approach to reducing construction costs by giving suppliers SKU and lead-time information to optimize their own channels.
FRANK ANTON
BY THE NUMBERS
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.
MOST POPULAR
Land development
Land 09.28.23
Private Homebuilders Turn To Coopetition As A Path Forward
As Raleigh, N.C.-based Glenwood Homes' big land asset sale to LGI Homes illustrates, win-win-win deals can add optionality and runway to private builders and provide needed finished and unfinished lot inventory to earnings-hungry publics.
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 07.31.23
Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle
Here are 10 public homebuilding enterprise CFOs on their firms' current cash troves, adding up to more than $15 billion in resources ready to accelerate earnings growth in the year ahead.
Land 07.19.23
The Big Are Bullish While Others Set Sights On Spot Wins
"Builders are bullish," says Tony Avila, ceo of Builder Advisor Group. "They've been generating cash as they slowed or stopped acquiring land in '22. This gives them more capital to deploy for M&A, which gets them earnings faster."
Land 07.14.23
The 'Wild Card' On In- And Out-Migration? Relative Affordability
Pandemics, climate disruption, and a chronic housing-affordability crisis that has taken on new proportions and a life of its own will continue to evolve as forces for out- and in-migration trends, creating new criteria for local economic winners and losers.
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