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 ... See more
If you do not build it, they cannot come. If you cannot permit it, you cannot build it, and they cannot come. NVR Q2 2026 results offer a sharp counterpoint to the strategic shifts now underway across public homebuilding. Lennar has boldly reset its enter... See more
“A rose is a rose is a rose,” according to a 1913 poem Gertrude Stein wrote, called Sacred Emily. In our more earthbound sphere of residential development, investment and construction, a tacit belief is common, but misleading. Peal back a layer or two, an... See more
The decision by Aer Lingus to shrink itself by 7.7 per cent just as the cap on flights at Dublin Airport is being lifted and passenger charges are about to be cut seems like an act of wilful self-harm. Depending on which narrative you choose to believe, t... See more
Few homebuilding enterprises look so voraciously at other homebuilding operators’ share of new-home sales in any given arena as present and future opportunity as does D.R. Horton. When those Horton flags flap in the dry summer wind, you can almost hear th... See more
