It’s not confusing. Don’t build on land you don’t own, because you don’t get to keep the building if you do. If you rent, don’t improve the house, because the landlord gets to keep it and you don’t get reimbursed.
That's the conclusion I reached later in post 119. But there's more to this case. For example, the lease was supposed to be "in perpetuity." It'll be interesting to see how the case turns out.