TBDland valuation
Land
The Elephant In The Land Acq Room: Underwriting For Inflation
We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.
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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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
MOST POPULAR
land valuation
Land 07.17.24
The Elephant In The Land Acq Room: Underwriting For Inflation
We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.
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.
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