TBDland-light strategy

A Contrarian's Take On Tariffs And Market Share Opportunity

Land

A Contrarian's Take On Tariffs And Market Share Opportunity

Our man on the ground in Texas, long-time land acquisition strategy guru Scott Finfer, sees a window of opportunity opening for nimble, agile, private homebuilding power players able to counterpunch while big builders grapple with tariff blowback.

Meritage Boosts Nashville Presence With 2,500-Lot Deal

Land

Meritage Boosts Nashville Presence With 2,500-Lot Deal

A land acquisition from Willow Branch Homes strengthens Meritage’s strategy in a market where demand outpaces supply.

KB Home Guidance Cut Bodes Sharper Sector Challenges Ahead

Leadership

KB Home Guidance Cut Bodes Sharper Sector Challenges Ahead

In a reflection of broader market tensions, KB Home — following on an earlier lowered guidance from Lennar — drastically revises its 2025 outlook downward amid weakening consumer confidence and escalating costs.

Land-Light, Born Of Necessity, Comes Of Age As Opportunity

Land

Land-Light, Born Of Necessity, Comes Of Age As Opportunity

If you understand the why of “asset light,” there is a long list of homebuilding companies that need help. Land strategist Scott Finfer explains.

Lennar-Rausch Coleman: A Homebuilding Model Rewritten

Leadership

Lennar-Rausch Coleman: A Homebuilding Model Rewritten

The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.

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A Contrarian's Take On Tariffs And Market Share Opportunity

Land

A Contrarian's Take On Tariffs And Market Share Opportunity

Our man on the ground in Texas, long-time land acquisition strategy guru Scott Finfer, sees a window of opportunity opening for nimble, agile, private homebuilding power players able to counterpunch while big builders grapple with tariff blowback.

Meritage Boosts Nashville Presence With 2,500-Lot Deal

Land

Meritage Boosts Nashville Presence With 2,500-Lot Deal

A land acquisition from Willow Branch Homes strengthens Meritage’s strategy in a market where demand outpaces supply.

KB Home Guidance Cut Bodes Sharper Sector Challenges Ahead

Leadership

KB Home Guidance Cut Bodes Sharper Sector Challenges Ahead

In a reflection of broader market tensions, KB Home — following on an earlier lowered guidance from Lennar — drastically revises its 2025 outlook downward amid weakening consumer confidence and escalating costs.

Land-Light, Born Of Necessity, Comes Of Age As Opportunity

Land

Land-Light, Born Of Necessity, Comes Of Age As Opportunity

If you understand the why of “asset light,” there is a long list of homebuilding companies that need help. Land strategist Scott Finfer explains.

Lennar-Rausch Coleman: A Homebuilding Model Rewritten

Leadership

Lennar-Rausch Coleman: A Homebuilding Model Rewritten

The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.

land-light strategy

A Contrarian's Take On Tariffs And Market Share Opportunity

Land 04.30.25

A Contrarian's Take On Tariffs And Market Share Opportunity

Our man on the ground in Texas, long-time land acquisition strategy guru Scott Finfer, sees a window of opportunity opening for nimble, agile, private homebuilding power players able to counterpunch while big builders grapple with tariff blowback.

Meritage Boosts Nashville Presence With 2,500-Lot Deal

Land 04.28.25

Meritage Boosts Nashville Presence With 2,500-Lot Deal

A land acquisition from Willow Branch Homes strengthens Meritage’s strategy in a market where demand outpaces supply.

KB Home Guidance Cut Bodes Sharper Sector Challenges Ahead

Leadership 03.25.25

KB Home Guidance Cut Bodes Sharper Sector Challenges Ahead

In a reflection of broader market tensions, KB Home — following on an earlier lowered guidance from Lennar — drastically revises its 2025 outlook downward amid weakening consumer confidence and escalating costs.

Land-Light, Born Of Necessity, Comes Of Age As Opportunity

Land 03.11.25

Land-Light, Born Of Necessity, Comes Of Age As Opportunity

If you understand the why of “asset light,” there is a long list of homebuilding companies that need help. Land strategist Scott Finfer explains.

Lennar-Rausch Coleman: A Homebuilding Model Rewritten

Leadership 02.11.25

Lennar-Rausch Coleman: A Homebuilding Model Rewritten

The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.