TBDland valuation
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.
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
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.
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.
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Builder Advisor Group
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
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.
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 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.
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.
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.