TBDLand
The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.
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
Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo
"We're watching in-migration by market very closely. Along with lack of inventory in the resale market, the key has been in-migration has not slowed in many markets (Charlotte, Tampa, ATL TX, etc). That's the canary in the coal mine." -- A senior-level land strategist
Capital
Higher Money Costs Spread AD&C Pain: A Case Study Solution
A multi-billion dollar 385-acre, 2,216-home master planned community already through successful phases of development – One Lake, in the Bay Area's Solano County, CA – had a brush with a liquidity event. Here's what happened next.
Together with
Builder Advisor Group
Land
Homebuilding's Top 10 Trends In '24: No. 6 Private Builders' Infill Edge
Local lifeline: Picking up "hairy" local commercial and office real estate deals, many of them too complicated, isolated, and unscalable to hit larger competitors' radars, but just big enough to keep local players' engines running with both volume and margin.
Land
New Home Advances Its Quest To Rank As Top-15 Homebuilder
In a one-to-one conversation with The Builder's Daily, New Home Company president and CEO Matthew Zaist discusses the deal to acquire Katy, TX-based Hamilton Thomas Homes, and the roadmap beyond.





Land
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 12.13.23
Homebuilding's Top 10 Trends In 2024: No. 8 Destination Limbo
"We're watching in-migration by market very closely. Along with lack of inventory in the resale market, the key has been in-migration has not slowed in many markets (Charlotte, Tampa, ATL TX, etc). That's the canary in the coal mine." -- A senior-level land strategist
Capital 12.12.23
Higher Money Costs Spread AD&C Pain: A Case Study Solution
A multi-billion dollar 385-acre, 2,216-home master planned community already through successful phases of development – One Lake, in the Bay Area's Solano County, CA – had a brush with a liquidity event. Here's what happened next.
Land 12.04.23
Homebuilding's Top 10 Trends In '24: No. 6 Private Builders' Infill Edge
Local lifeline: Picking up "hairy" local commercial and office real estate deals, many of them too complicated, isolated, and unscalable to hit larger competitors' radars, but just big enough to keep local players' engines running with both volume and margin.
Land 11.30.23
New Home Advances Its Quest To Rank As Top-15 Homebuilder
In a one-to-one conversation with The Builder's Daily, New Home Company president and CEO Matthew Zaist discusses the deal to acquire Katy, TX-based Hamilton Thomas Homes, and the roadmap beyond.