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