TBD Capital

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

Together with
Together with
Timing Demand: Why Investors Choose To Buy Apartments Vs. Building

Capital

Timing Demand: Why Investors Choose To Buy Apartments Vs. Building

A construction slowdown today is setting up an undersupply tomorrow. Opportunistic, patient investors are already pivoting to seize future market growth catalysts.

Timing Demand: Why Investors Choose To Buy Apartments Vs. Building

Capital

Timing Demand: Why Investors Choose To Buy Apartments Vs. Building

A construction slowdown today is setting up an undersupply tomorrow. Opportunistic, patient investors are already pivoting to seize future market growth catalysts.

Little Deal ... Big, Timely Product Pivot: Lokal’s Capital Play

Capital

Little Deal ... Big, Timely Product Pivot: Lokal’s Capital Play

A $12M facility fuels Lokal Homes’ swift shift into higher-margin homes and a smarter land strategy in a tough market.

Together with

Builder Advisor Group

Land, Capital, And Control — A New Playbook In Homebuilding

Capital

Land, Capital, And Control — A New Playbook In Homebuilding

Five Point Holdings’ acquisition of a controlling stake in Hearthstone points to the direction of homebuilding strategy: toward lighter land positions, more agile capital flows, and a far more disciplined focus on vertical construction, consumer targeting, and time-to-market velocity.

Engineering The Path To Better, Faster Growth Amid 2025's Stall

Capital

Engineering The Path To Better, Faster Growth Amid 2025's Stall

Local resistance, rising fees, and long entitlement windows are locking up growth. This analysis shows how smart financial planning unlocks new possibilities.

Lennar’s Q2 Results Redefine Homebuilding Power Play

Leadership

Lennar’s Q2 Results Redefine Homebuilding Power Play

As housing demand softens and builder confidence fades, Lennar’s asset-light strategy, pricing flexibility, and volume-first execution offer a roadmap—and a warning—for the rest of the industry.

Timing Demand: Why Investors Choose To Buy Apartments Vs. Building

Capital

Timing Demand: Why Investors Choose To Buy Apartments Vs. Building

A construction slowdown today is setting up an undersupply tomorrow. Opportunistic, patient investors are already pivoting to seize future market growth catalysts.

Timing Demand: Why Investors Choose To Buy Apartments Vs. Building

Capital

Timing Demand: Why Investors Choose To Buy Apartments Vs. Building

A construction slowdown today is setting up an undersupply tomorrow. Opportunistic, patient investors are already pivoting to seize future market growth catalysts.

Little Deal ... Big, Timely Product Pivot: Lokal’s Capital Play

Capital

Little Deal ... Big, Timely Product Pivot: Lokal’s Capital Play

A $12M facility fuels Lokal Homes’ swift shift into higher-margin homes and a smarter land strategy in a tough market.

Together with

Builder Advisor Group

Land, Capital, And Control — A New Playbook In Homebuilding

Capital

Land, Capital, And Control — A New Playbook In Homebuilding

Five Point Holdings’ acquisition of a controlling stake in Hearthstone points to the direction of homebuilding strategy: toward lighter land positions, more agile capital flows, and a far more disciplined focus on vertical construction, consumer targeting, and time-to-market velocity.

Engineering The Path To Better, Faster Growth Amid 2025's Stall

Capital

Engineering The Path To Better, Faster Growth Amid 2025's Stall

Local resistance, rising fees, and long entitlement windows are locking up growth. This analysis shows how smart financial planning unlocks new possibilities.

Lennar’s Q2 Results Redefine Homebuilding Power Play

Leadership

Lennar’s Q2 Results Redefine Homebuilding Power Play

As housing demand softens and builder confidence fades, Lennar’s asset-light strategy, pricing flexibility, and volume-first execution offer a roadmap—and a warning—for the rest of the industry.