TBDLand development
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
Grid Block: How A Transformer Shortage Impacts Affordability
Grand Oak Builders president and CEO Dave Erickson lays out the domino effect of an acute shortage of distribution transformers needed to bring new homes and communities onto the grid.
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.
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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.
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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 development
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 10.03.23
Grid Block: How A Transformer Shortage Impacts Affordability
Grand Oak Builders president and CEO Dave Erickson lays out the domino effect of an acute shortage of distribution transformers needed to bring new homes and communities onto the grid.
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.
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