Prepared for Karl Weiss
Nick Young · October 2026
ThesisBuilt to Raise.
Designed to Sell.

Design is about to get fast. Demand is what's left to own.

If AI compresses design, drawings and permitting to days, the drawings stop being the value. What's left is knowing what buyers want, where they want it, and having the land and the build system to deliver it. SideBySide is setting up to own that.

01Where it started

A design development studio that kept owning more of the deal

Lauren and I started SideBySide alongside MOD, the design-build firm I've run since 2012. We originate, design and package residential projects for developers, paid with an upfront fee and a royalty on every close. Three projects show where it's gone.

The Grove · Montrose, CO

Proof of concept

2%
royalty on every close

A single-family subdivision where we own the full design and selections stack, from dirt to finish choices and the buyer process.

Sugarpine · Montrose, CO

Our own development

$55.8M
projected sales · 72 units

Homes built around a 44' deep, 20' wide garage with a 14' door, about $775K average. Marketing goes live this fall; vertical starts early 2027.

Rampart · The Keep, Sedalia, CO

One package

1 price
land, design and build together

A high-end home testing the full package sold as one, set up so construction starts once a buyer commits.

02The signal

Buyers told us what they wanted. It wasn't golf.

Two years of buyer conversations at The Grove, which sits on a golf course:

0
buyers asked about golf course adjacency
1 in 2
asked about a large recreational garage

Many of them already rent storage for an RV or toys, about $700 to $800 a month for an enclosed 40-foot space in a good mountain location. That money can go into a mortgage and build equity instead. Here's the math.

Garage that payment can carry
$118,600

Same monthly spend. One builds equity in a garage at home; the other is rent paid somewhere else.

Principal and interest only, before taxes and insurance. Illustrative.

03Where it goes

Each step up trades capital for leverage

Sugarpine is proof one. The garage is the first product line; the method behind it is the asset. Find a cost people carry outside their home, design a home that absorbs it, and sell the math.

  1. 1

    Own project

    Sugarpine. We own the land, design and build, and earn developer margin.

    Where we are
  2. 2

    Product package

    Plans, pro forma, zoning playbook, configurator and sales system, licensed for a fee plus royalty.

    Cash-flow floor
  3. 3

    Market partnerships

    A local landowner or builder brings dirt and crews. We bring product, brand and sales, for a fee, royalty and equity.

  4. 4

    Consumer brand

    Buyers look for the brand, not a project. Each new market opens with a waitlist.

  5. 5

    Demand-first development

    Capture buyers nationally first, then buy land where their deposits cluster. Prove demand, then buy dirt.

    The big bet

We're leading with high-end buyers: $800K and up in Denver, the local luxury tier elsewhere. First-time buyers come later.

04Founders

A small deposit buys a design, not a place in line

No founder pays and waits. Their deposit starts the design of their home right away. To them, we're designing their house. To us, that design is the richest demand data there is. Do it across enough founders in a region and we're designing a whole community before we own the land.

Founder deposits founder pricing locked We design their home concept plans + renders Design reveals data program, budget, gear Regional demand deposits cluster Community plan lots, amenities, mix Land bought to fit known program first Designs fit the lots founders pick first Community opens next founders join

It starts with your question: what do you want your garage to do? Then the design goes further, and tells us what a click never could:

ProgramRooms, sizes, garage bays and what goes in them
BudgetReal spend, and where they save versus splurge
SiteViews, acreage, in town or edge, the drive to the trailhead
GearCoach length, boats, cars, a shop, how much of it
TasteFinish direction and deal-breakers
TimingHow ready they are, and on what timeline
05Where to go first

15 markets, scored. Move the weights and watch them re-rank.

Each market is scored 1 to 5 on four factors, where 5 is best for us. The total is a weighted average. Tap a market for its numbers.

Presets
How these were scored, and sources

Recreation covers ski, water, rivers, trails and public land. Storage scarcity weighs how few 35 to 45 ft units are listed, enclosed rents, and RV parking bans on streets or under HOA covenants. Land cost is lot asking prices against local home values. High-end fit is the median price and the count of $1M+ listings. Medians are Redfin 3-month figures for Aug or Sep 2026; storage and lot prices are small samples of listings pulled Oct 12, 2026. Scores are our judgment on that evidence.

    06Where you come in

    This is a research business wearing a hard hat.

    You build research systems people trust and act on. Here are the questions I'd most like your brain on:

    • How should founder and configurator data be structured so it holds up in front of land sellers, lenders and partners?
    • Which early signals best predict a deposit turning into a close?
    • How do we present demand by region so it reads as proof, not a pitch?
    • What are we not measuring that we should be?

    You said AI feels like jazz. This is the next chorus. Where would you take it?

    SideBySide · developesidebyside.com Worked out with Claude