TBDCapital

From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.

How Builders Could Miss Where The Money Is Through 2030

Architecture

How Builders Could Miss Where The Money Is Through 2030

Here's evidence that current investments in homes and communities that integrate livable design, universal design, and home health technology may fall short of the enormous opportunity.

Twin Risks — Local & Federal — Loom On Built-For-Rent Horizon

Land

Twin Risks — Local & Federal — Loom On Built-For-Rent Horizon

With monster-sized wagers, investors are thronging into the newly built single-family-rental market, confident in a market tilting in their favor is high. Still, what about all that entitlement risk?

BRIEFS

07.01.21

As Wage Vs. Price Wedge Widens, Interest Rates Matter More

The pace of price increases is faster than wage growth in many places, exposing a fault line defined by historically low interest rates to narrow the gap to attainability.

06.23.21

Why Home Partners Of America Suits Blackstone SFR Re-entry

In its $6 billion acquisition of HPA, Blackstone adds a "doing-well-by-doing-good" dimension to a shrewd, opportunistic position in the hot single-family-rental market.

06.22.21

Gravity Yanks LBM Back To Earth, Labor Retakes Spot As No. 1 Risk

As lumber and other commodities begin to obey market laws of gravity, the underlying issue -- people -- clarifies as the root issue to focus on for the present and future.

06.03.21

Talking Housing Bubble? Start Talking Turkey ... And Talking Taper

Global house prices reached unprecedented peaks at historical 12-month rates of growth. Is there a taper-tantrum in oaur near future?

06.02.21

Price Tag For Regulation Costs On New Home Construction: $94K

A 24% slice of the new-home selling price pie goes now to "regulatory burden," the weight of land-use permitting, impact fees, cost-of-time charges, etc. in the pre-construction stages, and the added expense of start-to-completion construction cycle code and regulation.

05.28.21

Bubble Rap: It's Not What's Next That Matters Now; It's Who Can And Can't

Who's right about which prediction is exactly the focus area strategists would do well to dispel from their priority agendas right now. Instead of focusing on a bubble, redouble commitment instead to becoming listeners, learners, understanders of what customers feel, think, fear and do.

Bull Or Bear — Watch How Too Much Money Alters Balance

Capital

Bull Or Bear — Watch How Too Much Money Alters Balance

There is more than one kind of supply and demand. Here, we explore the collateral impacts of too much capital flowing into new homebuilding and development's capability-constrained system.

Where The Future Of Home And The Future Of Work Meet Up

Land

Where The Future Of Home And The Future Of Work Meet Up

'This time is different' may be the most dangerous words in the investment business. However, residential real estate investors ignore them at their peril.

The Demand Debate: Who's Down For The Real Count?

Capital

The Demand Debate: Who's Down For The Real Count?

Why are household formation rates falling? Here's five vital statistics in structural demand builders can not afford to ignore.

A Tale Of Two: Reframe The Supply Chain As A People Chain

Capital

A Tale Of Two: Reframe The Supply Chain As A People Chain

Memes of stacked shipping containers, and log-jammed container ships, etc. notwithstanding, construction and real estate's workflows, construction cycle, and value chain mean people are the essential resource.

Trumark Lands In Colorado's Front Range: The Inside Story

Land

Trumark Lands In Colorado's Front Range: The Inside Story

Trumark Colorado division president Scott Davis opens up on the challenges and opportunities of launching a de nova market expansion in a pandemic-era mobility magnet.

Notes On A Fall Weekend For Homebuilders In 21's Home Stretch

Marketing & Sales

Notes On A Fall Weekend For Homebuilders In 21's Home Stretch

What do the 'dynamics' of housing, the economy, policy, the pandemic, and social upheaval challenge building's leaders to do as 2021 leads to next year?

What Is Affordable? Do Market Rate Builders Need To Know?

Policy

What Is Affordable? Do Market Rate Builders Need To Know?

Monthly payment power equates to how builders measure their ability to build and deliver affordably. Interest rates are the biggest stressor to this benchmark in the near future.