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

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

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

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

Millrose outperforms with disciplined growth, strong partnerships
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 […]

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

California’s Acacia Village tests offsite infill’s feasibility advantage
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 […]