TBDresidential real estate news
Technology
The Seven Stages of AI Readiness in Homebuilding
From Hype to Impact – AI is more than a buzzword—it’s a strategic necessity in today’s land-light, asset-light homebuilding environment. This analysis lays out a seven-stage framework for builders to apply AI where it actually moves the needle on efficiency, cost, and capital strategy.
Together with
Cecilian Partners
Leadership
Lennar-Rausch Coleman: A Homebuilding Model Rewritten
The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.
Marketing & Sales
Renters Stay Put Despite Record Supply Of New Apartment Units
Rising lease renewal rates mean fewer renters may make the leap to homeownership just as Spring Selling begins. With rates still high and affordability gaps widening, builders now face an uphill battle to attract buyers who might have been pushed out of rentals and into the for-sale market.
Capital
Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE
Lennar’s spin-off of Millrose is a game-changer— reshaping homebuilding’s economics, investment model, and access to land in ways never seen before. Here's an exclusive first-look at what it means now and what comes next.
Together with
Builder Advisor Group
Land
Empire Building: SouthCraft Expands U.S. Footprint, Scale
This deal is about more than growth — it’s about scale, land access, and strategic succession. Our exclusive analysis explores why Empire and other international builders are doubling down on U.S. acquisitions.
Together with
Builder Advisor Group
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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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residential real estate news
Technology 02.12.25
The Seven Stages of AI Readiness in Homebuilding
From Hype to Impact – AI is more than a buzzword—it’s a strategic necessity in today’s land-light, asset-light homebuilding environment. This analysis lays out a seven-stage framework for builders to apply AI where it actually moves the needle on efficiency, cost, and capital strategy.
Leadership 02.11.25
Lennar-Rausch Coleman: A Homebuilding Model Rewritten
The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.
Marketing & Sales 02.10.25
Renters Stay Put Despite Record Supply Of New Apartment Units
Rising lease renewal rates mean fewer renters may make the leap to homeownership just as Spring Selling begins. With rates still high and affordability gaps widening, builders now face an uphill battle to attract buyers who might have been pushed out of rentals and into the for-sale market.
Capital 02.07.25
Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE
Lennar’s spin-off of Millrose is a game-changer— reshaping homebuilding’s economics, investment model, and access to land in ways never seen before. Here's an exclusive first-look at what it means now and what comes next.
Land 02.07.25
Empire Building: SouthCraft Expands U.S. Footprint, Scale
This deal is about more than growth — it’s about scale, land access, and strategic succession. Our exclusive analysis explores why Empire and other international builders are doubling down on U.S. acquisitions.
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