TBDLot pipeline
Land
Meritage's Elliott Deal Signals New Stakes In Mid-2020s Land Rush
Meritage Homes' Gulf Coast expansion highlights the elevated pressure among public builders to secure land for higher-velocity, affordable growth.
Capital
Lending More Than $700 Million In '23, Avila Real Estate Capital Reaches A&D Zenith
"The Avila team has always been a tremendous resource. He knows the builders, the capital partners – he knows everybody in our industry." -- Gary Tesch, Regional President, Coventry Homes, a Dream Finders Homes firm.
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Builder Advisor Group
Capital
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Land
UHG Picks Raleigh-Based Herring As Its First Step In An M&A Spree
The move comes in a homebuilding and development business environment vibrating now with mergers and acquisitions courtships, particularly in America's domestic migration and regional economic growth magnets.
Land
A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023
Having to go out now – in a business backdrop where land sellers never got the memo that they'd better concede on lot pricing – and buy land feels, to some of the builder execs we've heard from, just wrong. That doesn't mean they won't do it.
Architecture
Value Engineering Is Only Partly About Design And Price ... It's A Strategy
Tactics and tailwinds – necessary and successful as they've been in stemming what could have been a rout from the start of 2023 – amount to this: They've bought builders time.
Land
Land Deals Pivot From Fast-Forward To Pause, But For How Long?
Wait-and-see kicks into effect, with a few noteworthy walk-aways and some agreements falling through at the 11th hour. The question is how long land in limbo can last.
Land
Houston Rocket Fuel: Starwood Pairs Up With Land Tejas MPCs
As builders and their partners search and vie for visibility and predictability in early 2022, true north will point to fewer, larger mega platform master plans and land banks. Here's a case in point.
Land
Remote Control: Here's CoreLogic's 15 Hottest Cities
Will the drivers that set the tone for 2020 migration patterns continue to reshape real estate strategy beyond the near-term? Or are we in limbo?
Capital
Here's A Look At The $338M New Home-Apollo Deal, And What It Means
TBD's exclusive analysis of a homebuilder M&A transaction that bears not just on the future of one of the industry's premium operators, but on what happens next in a business environment shrouded in uncertainty.
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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
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Lot pipeline
Land 10.31.24
Meritage's Elliott Deal Signals New Stakes In Mid-2020s Land Rush
Meritage Homes' Gulf Coast expansion highlights the elevated pressure among public builders to secure land for higher-velocity, affordable growth.
Capital 01.11.24
Lending More Than $700 Million In '23, Avila Real Estate Capital Reaches A&D Zenith
"The Avila team has always been a tremendous resource. He knows the builders, the capital partners – he knows everybody in our industry." -- Gary Tesch, Regional President, Coventry Homes, a Dream Finders Homes firm.
Capital 11.14.23
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Land 08.21.23
UHG Picks Raleigh-Based Herring As Its First Step In An M&A Spree
The move comes in a homebuilding and development business environment vibrating now with mergers and acquisitions courtships, particularly in America's domestic migration and regional economic growth magnets.
Land 05.19.23
A Land 'Reload' Is A Pain Point Builders Did Not Expect In 2023
Having to go out now – in a business backdrop where land sellers never got the memo that they'd better concede on lot pricing – and buy land feels, to some of the builder execs we've heard from, just wrong. That doesn't mean they won't do it.
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