TBDLand
The data, the deals, the intel to improve the value chain of people, property, product, price and placemaking.
Land
Millrose Q3 Outperforms On Tech, Discipline & Land‑Light Strategy
As many builders pull back, Millrose Properties leverages data‑driven underwriting and select partnerships to bank growth despite a softening market.
Land
Jody Kahn: What Builders Say Now About New Home Demand
Amid slumping buyer urgency and looming policy uncertainty, John Burns Research & Consulting research guru Kahn summarizes builder sentiment trends and pain points from fresh field data.
Land
Texas Land, Texas Spirit: A Wake-up Call For Better Neighborhoods
Scott Finfer calls for a reinvention of how communities are built—away from formulaic lot counts and toward ecosystems rooted in landscape, design, and daily experience. His essay challenges developers to deliver neighborhoods that endure and reflect the best of the Texas spirit.
Land
BTI’s Long-Game: Big Land Bets Amid Homebuilder Tactics Shifts
CIO Justin Onorato explains why developer BTI sees resilience in Florida, Texas, and Colorado markets, and how population dynamics shape its long-view strategy.
Land
Land Risk Is Rising. So Is Homebuilder Blindness To It.
As homebuilders face volatile demand, rising input costs, and tighter capital controls, the risks of land missteps grow. Acres.com CEO Carter Malloy makes the case for a new class of competitive land intel—built to give builders visibility into what’s really happening before it’s too late.
Land
Land 10.30.25
Millrose Q3 Outperforms On Tech, Discipline & Land‑Light Strategy
As many builders pull back, Millrose Properties leverages data‑driven underwriting and select partnerships to bank growth despite a softening market.
Land 10.16.25
Jody Kahn: What Builders Say Now About New Home Demand
Amid slumping buyer urgency and looming policy uncertainty, John Burns Research & Consulting research guru Kahn summarizes builder sentiment trends and pain points from fresh field data.
Land 09.30.25
Texas Land, Texas Spirit: A Wake-up Call For Better Neighborhoods
Scott Finfer calls for a reinvention of how communities are built—away from formulaic lot counts and toward ecosystems rooted in landscape, design, and daily experience. His essay challenges developers to deliver neighborhoods that endure and reflect the best of the Texas spirit.
Land 09.18.25
BTI’s Long-Game: Big Land Bets Amid Homebuilder Tactics Shifts
CIO Justin Onorato explains why developer BTI sees resilience in Florida, Texas, and Colorado markets, and how population dynamics shape its long-view strategy.
Land 09.11.25
Land Risk Is Rising. So Is Homebuilder Blindness To It.
As homebuilders face volatile demand, rising input costs, and tighter capital controls, the risks of land missteps grow. Acres.com CEO Carter Malloy makes the case for a new class of competitive land intel—built to give builders visibility into what’s really happening before it’s too late.