TBDLand

The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.

As More Would-Be Buyers Opt To Wait, BTR Demand Heats Up

Land

As More Would-Be Buyers Opt To Wait, BTR Demand Heats Up

As consumer households hesitate to purchase until signs of clarity emerge on the pricing, interest rate, economic and political backdrop, etc., the industry could witness a shift from owning to renting, a change worth watching.

Together with

McGuinn Homes

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

Land

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

The combination is Misawa's second U.S. market inroad, having completed a similar deal to take a majority interest in North Texas operator Impression Homes in December 2018.

The Elephant In The Land Acq Room: Underwriting For Inflation

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.

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

Land

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

This move underscores a broader trend towards the "asset-light" business model, which is now widely being adopted by major homebuilding enterprises, public and private.

Ground Control: Creating A Digital Marketplace To Move Dirt

Technology

Ground Control: Creating A Digital Marketplace To Move Dirt

A $100 billion-a-year lending pool to acquire and develop the ground for homesites partially supports a parallel universe $50-billion addressable market that begs for a solution to a pain point: moving dirt.

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As More Would-Be Buyers Opt To Wait, BTR Demand Heats Up

Land

As More Would-Be Buyers Opt To Wait, BTR Demand Heats Up

As consumer households hesitate to purchase until signs of clarity emerge on the pricing, interest rate, economic and political backdrop, etc., the industry could witness a shift from owning to renting, a change worth watching.

Together with

McGuinn Homes

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

Land

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

The combination is Misawa's second U.S. market inroad, having completed a similar deal to take a majority interest in North Texas operator Impression Homes in December 2018.

The Elephant In The Land Acq Room: Underwriting For Inflation

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.

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

Land

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

This move underscores a broader trend towards the "asset-light" business model, which is now widely being adopted by major homebuilding enterprises, public and private.

Ground Control: Creating A Digital Marketplace To Move Dirt

Technology

Ground Control: Creating A Digital Marketplace To Move Dirt

A $100 billion-a-year lending pool to acquire and develop the ground for homesites partially supports a parallel universe $50-billion addressable market that begs for a solution to a pain point: moving dirt.

Land

As More Would-Be Buyers Opt To Wait, BTR Demand Heats Up

Land 07.25.24

As More Would-Be Buyers Opt To Wait, BTR Demand Heats Up

As consumer households hesitate to purchase until signs of clarity emerge on the pricing, interest rate, economic and political backdrop, etc., the industry could witness a shift from owning to renting, a change worth watching.

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

Land 07.18.24

Misawa's 51% Buy Of Visionary Homes: A Theme And Variations

The combination is Misawa's second U.S. market inroad, having completed a similar deal to take a majority interest in North Texas operator Impression Homes in December 2018.

The Elephant In The Land Acq Room: Underwriting For Inflation

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.

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

Land 06.21.24

Lennar's Long-Planned 'Spin' Is Set In Motion As An Asset-Light Future Arrives

This move underscores a broader trend towards the "asset-light" business model, which is now widely being adopted by major homebuilding enterprises, public and private.

Ground Control: Creating A Digital Marketplace To Move Dirt

Technology 06.18.24

Ground Control: Creating A Digital Marketplace To Move Dirt

A $100 billion-a-year lending pool to acquire and develop the ground for homesites partially supports a parallel universe $50-billion addressable market that begs for a solution to a pain point: moving dirt.