TBD Capital
From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.
Leadership
Private Builders Trade Margin For Market Positioning Gains
July orders rose 3.2% despite the season’s usual slowdown. Incentives climbed, margins fell, and community counts grew 17% year over year.
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
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.
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.
Together with
LaunchDFA
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.
Capital
Miami Mini-Deal Blazes Path For More Opportunity Zone Projects
A $22 million site acquisition for a future mixed-use residential project reveals strong investor belief in Miami’s long-game—despite macro headwinds, population shifts, and affordability friction.
