TBDland valuation

The New Math: The 5 Metrics To Get Right For Success In 2024

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.

Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle

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.

To Get Out Of Housing's Echo Chamber ... How About A Plan?

Land

To Get Out Of Housing's Echo Chamber ... How About A Plan?

It would be naïve to think there is an argument that will win over most of these folks. But we need to convince some and at least lessen the negative passion of a material proportion of the rest.

Laser-Focused Opportunism Seen As Strategic Plan Of Action

Land

Laser-Focused Opportunism Seen As Strategic Plan Of Action

On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.

Together with

Builder Advisor Group

Undersupplied And Over-Built: How Could Both Be True At Once?

Land

Undersupplied And Over-Built: How Could Both Be True At Once?

The paradoxical riddle – undersupply and overbuilding – has moving-target market-rate for-sale new-construction demand disruptors many market appraisers neglect as well.

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The New Math: The 5 Metrics To Get Right For Success In 2024

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.

Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle

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.

To Get Out Of Housing's Echo Chamber ... How About A Plan?

Land

To Get Out Of Housing's Echo Chamber ... How About A Plan?

It would be naïve to think there is an argument that will win over most of these folks. But we need to convince some and at least lessen the negative passion of a material proportion of the rest.

Laser-Focused Opportunism Seen As Strategic Plan Of Action

Land

Laser-Focused Opportunism Seen As Strategic Plan Of Action

On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.

Together with

Builder Advisor Group

Undersupplied And Over-Built: How Could Both Be True At Once?

Land

Undersupplied And Over-Built: How Could Both Be True At Once?

The paradoxical riddle – undersupply and overbuilding – has moving-target market-rate for-sale new-construction demand disruptors many market appraisers neglect as well.

land valuation

The New Math: The 5 Metrics To Get Right For Success In 2024

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.

Why An Undersupply Of Land Looms As Builders' '24-'25 Hurdle

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.

To Get Out Of Housing's Echo Chamber ... How About A Plan?

Land 05.23.23

To Get Out Of Housing's Echo Chamber ... How About A Plan?

It would be naïve to think there is an argument that will win over most of these folks. But we need to convince some and at least lessen the negative passion of a material proportion of the rest.

Laser-Focused Opportunism Seen As Strategic Plan Of Action

Land 05.23.23

Laser-Focused Opportunism Seen As Strategic Plan Of Action

On the plus side for a "growth" strategy, present absorption rates, pricing trends, and traffic, and interest have arced determinedly upward through April.

Undersupplied And Over-Built: How Could Both Be True At Once?

Land 05.15.23

Undersupplied And Over-Built: How Could Both Be True At Once?

The paradoxical riddle – undersupply and overbuilding – has moving-target market-rate for-sale new-construction demand disruptors many market appraisers neglect as well.