Land – Cantilever Real Estate

Lot demand shifts to terms and timing at Forestar, Five Point

July 27, 2026 by bp56691

In 2024 and early 2025, homebuilders large, medium and small were smitten with the strategic notion of “land light.” In 2026, and for the near future, most everybody is more preoccupied, and rightly so, with “land right.” Many of the U.S.’s most prolific new-construction markets undergoing some form of “work-out” to winnow down aging spec […]

Four rules for underwriting secondary Texas markets in a slower cycle

June 19, 2026 by bp56691

For the better part of a decade, the Texas growth playbook was remarkably simple. If you wanted scale, liquidity and appreciation, you went to the Texas Triangle: Austin, Dallas–Fort Worth, Houston, and San Antonio and tried to be early to the next ring of rooftops. Those four metros captured the lion’s share of population and […]

AI-powered data remaps builders’ landbuying art and science

May 19, 2026 by bp56691

Prophetic updated SiteAI to automate parcel yield studies and generate zoning compliant site plans in minutes. The update adds more realistic layouts, lot dimensions, and topography insights including flood zones and wetlands.

AI agent aims to reshape how builders screen sites, spot deal risk

May 8, 2026 by bp56691

Warren Buffett, no stranger to the residential real estate business and to the incalculable role of homebuilding and development within it, is quoted as saying, “Valuing a business is part art and part science.” Buffett would appreciate the throughline from his broader mantra to its direct applicability to land valuation, a bulwark of any-sized homebuilding […]

Millrose Properties one-year report card, Q1 2026 earnings

May 6, 2026 by bp56691

A year ago, when Lennar completed the spin-off of Millrose Properties into a standalone, publicly traded REIT, the sheer size, root motivation and the complex nature of the pivot ushered in an era of land-banking unlike any before. Global capital asset managers followed suit. Land-banking and asset-light or land-light business and balance sheet management began […]

Fort Worth growth resets the Dallas-Fort Worth housing map

March 26, 2026 by bp56691

For the past decade, Dallas-Fort Worth’s housing story has been written in bold letters along the U.S. 75 corridor – Frisco, McKinney, Plano and every patch of land north of there that could support a rooftop and a Starbucks. The northeast corner became a symbol of Texas growth: prices soared, commutes stretched and master-planned communities […]

Millrose outperforms with disciplined growth, strong partnerships

February 27, 2026 by bp56691

Now one for the books, the 2025 homebuilding market slowed in new construction, resulting in contract cancellations and reduced takedown activity. Millrose Properties, whose epic scale and timing launched a new era in land banking and asset-light homebuilding development in early 2025, bucked that trend. Millrose – which began spinning out from Lennar in December […]

How one Florida community transformed hurricane resilience into record sales

February 25, 2026 by bp56691

Babcock Ranch logged 1,066 net sales in 2025, up 34%, even as housing demand in Southwest Florida weakened.

California’s Acacia Village tests offsite infill’s feasibility advantage

February 11, 2026 by bp56691

A pocket neighborhood is a deceptively simple idea, with a decades-deep real-life pedigree. A small cluster of homes. Close enough to share green space and create a sense of place. Small enough to fit into an infill parcel that has sat empty because the land math never quite worked out. In California in 2026, that […]

California infill builder turns idle lots into housing in land-constrained coastal markets

December 1, 2025 by bp56691

City Ventures redevelops underused land in coastal California, adding new homes in markets with severe land constraints and housing shortages.