You can sit any man down at a piano. Most can bang out the same three songs they learned in middle school, a few can tune it, and almost nobody can sit there and compose something worth listening to. That piano is AI. The way highly systemized public homebuilders are approaching AI right now tells […]

Discover how builders are gaining visibility into land development to improve cycle times, reduce delays and optimize capital efficiency.

The most dangerous pitch in business is not that a tool is powerful. It is that a tool will make a hard business easy. That, I’d argue, is the sales pitch surrounding artificial intelligence in land today. Find sites faster. Underwrite instantly. Source off-market deals at scale. Remove friction from development. Turn messy local markets […]

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 […]

For more than half a century, growth in Dallas-Fort Worth has largely moved in one direction: north. Each generation of expansion pushed the metropolitan frontier. Oak Cliff gave way to White Rock, which gave way to Highland Park and University Park, which in turn gave way to Preston Hollow. Along the Dallas North Tollway, the […]

Author’s note: I worked for KB Home during two periods of my career and remain grateful for the experience. This analysis is based solely on publicly reported information and reflects my independent views on the company’s land strategy and industry positioning. KB Home’s land pipeline is telling investors something important: a 2024 rebuild, a 2025 slowdown […]