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Land

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

Artificial Intelligence, Homebuilders, HWmember, Land, Proptech, Residential Real Estate, Technology, The Builder's Daily /

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 […]

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Millrose Properties one-year report card, Q1 2026 earnings

Capital, Earnings, Homebuilders, HWmember, Land, Private Capital, Residential Real Estate, The Builder's Daily /

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

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Data center hyper growth is colliding with housing development

Artificial Intelligence, homebuilder, HWmember, Land, Residential Real Estate, The Builder's Daily, Valuation /

Artificial intelligence is often framed as a labor story. Which jobs will it eliminate? How quickly will it scale? Will entire industries be rewritten overnight? That framing overlooks a more immediate and measurable constraint: cost. Not theoretical cost curves or long-term efficiencies, but the real, present-day economics of compute, capital and land. Right now, AI

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Housing needs a fifth place. It’s how builders design belonging

Homebuilders, Land, Marketing & Sales, New Home Sales, Residential Real Estate, The Builder's Daily /

Let me say something that might make a few developers roll their eyes so hard they pull a muscle. Housing needs a fifth place. Not another splash pad. Not another pickleball court. Not another “resort-style amenity center” with furniture nobody uses. A fifth place. Here’s a quick tutorial on Ray Oldenburg’s framework. The first place

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Millrose outperforms with disciplined growth, strong partnerships

Homebuilders, Land, Residential Real Estate, The Builder's Daily /

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

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How one Florida community transformed hurricane resilience into record sales

Homebuilders, Land, Natural Disaster, Residential Real Estate, The Builder's Daily /

Southwest Florida was tagged by homebuilding business strategists and observers as one of the nation’s more difficult and listless markets in 2025. On the other hand, Babcock Ranch – a master-planned, solar-powered community located near Fort Myers – defied gravity, carrying on in better-than-expected fashion.  While the region’s homebuilding market grappled with priced-out entry-level buyers

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The new math of land deals in Texas growth corridors

Homebuilders, Land, Real Estate, Residential Real Estate, The Builder's Daily /

Two people can look at the same parcel of land and come away with wildly different ideas and “facts” that determine how to value it. While there are more than three categories of landowner, most can be characterized in broad terms as developers, speculators or small parcel farmers/passive heirs.  Each land-seller category has its own valuation process and formulas. The value creator A

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Scott Cox: If you don’t know the why, you may miss the signal

Homebuilders, Housing Policy, Land, The Builder's Daily /

Many more people know how to do their job, than know why a given approach works.  This can cause severe and unknown risk, because if circumstances change, the previous “right” solution may no longer work, or opportunities may be missed.  A couple of examples: Risk Example In the mid- to late 1990s, as Sacramento was

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AI powers land and lot search and zoning feasibility. Here’s how

Homebuilders, Land, Proptech, Residential Real Estate, The Builder's Daily /

“We have seen enormous innovation across residential and commercial real estate over the last decade, and it has been exciting to be part of many of those success stories. But there is one area of the built environment that still feels materially underbuilt. Land. …. … In many ways, land feels like the last frontier

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Berkeley office to residential conversion joins national trend

Land, The Builder's Daily /

A seven-story, circa 1980s office building in downtown Berkeley, CA, is poised to trade cubicles for bedrooms.​ A developer applied to convert 2001 Center St. into 58 apartments and a rooftop garden, according to a report from San Francisco YIMBY.​ Nord Ratree’s proposal comes as California’s recent housing laws converge with those in other states

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