TBD Capital
From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.
Capital
Tariff Shock Tests Homebuilders M&A Pipeline, Capital Access
Despite market volatility and policy whiplash, key homebuilding deals continue to close. Builder Advisor Group doubles down on financing muscle as banks pull back.
Together with
Builder Advisor Group
Land
Banking On Uncertainty, Builders Brace For Rougher, Iffy Conditions
Taking a page from past cyclical practices more builders, brokers, sellers, and investors engage in 'banking' lots for demand conditions that could go either way.
Capital
'The Veneer Has Come Off The Market:' Texas-Based Private CEO
Housing starts continue to reflect a demand downshift as cost-of-living and mortgage rates impact payment power. Most builders envision a pre-2019 'normal' demand level as the floor.
Leadership
Private-Public Homebuilder Divides Sharpen As Market Shifts
Builder sentiment takes a big hit as would-be homebuyers and their payment power fail to keep pace with price and interest rate shocks. Now builders begin to open their toolbox for rougher-going ahead.
Land
Return-To-Work Measures May Stress-Test Wider-Radius Theory
In early Covid time, outer ring opportunity called like it was the Next Big Thing in residential planning and development. With the verdict still out on remote work, some bets are in question.
Capital
Bull, Bear, Or Indifferent, It's Time To Game Out Housing Scenarios
Bullish signals flash green, while bearish noise ups the volume to an unholy din. Who's the contrarian? More importantly, who's early, late, and right?
