TBD Capital
From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.
Leadership
United Homes Group’s Board Crisis In Compliance Countdown
United Homes Group is running out of time to rebuild a functioning board and avoid a Nasdaq compliance breach. CEO Jack Micenko says day-to-day operations continue, but governance uncertainty and market headwinds now threaten the company’s stability.
Land
A Slew Of Fast-Unspooling Risks Pressure Land Underwriting Data
Where homebuilders pick up a pivotal signal of a cyclical downturn ahead often comes clear in a typical Monday land committee meeting with corporate finance and treasury. Those meetings are suddenly taking a new tone and new data points.
Capital
Even As Builders Nod To More Headwinds, They're Upbeat
Which builders' capability gives them a lead in the race with time? Which will get left behind? Everybody doesn't win this time.
Land
The Take-Away: Scott Cox Offers 10 Gems Of Timely Wisdom And Wit
From business, investment, and real estate's rich trove of quotable quotes, Scott picks 10 of his favorites, and adds a dispassionate, clear-eyed view of how each applies to the present-day wild ride.
Capital
Pool Of Priced-Out Households Spreads In Inflation's, Rates' Grip
Market by market, a relatively healthy universe of households capable of new-home payment power shrinks as price and interest rate increases take hold. Now, that's accelerating.
Land
Will Secondary Market Magnets Redraw Big Builders' Footprints?
Engaged in a land rush to secure reliably steady supplies of lot inventory within their current network of stores, builders now face the challenge and opportunity of whether, how, when and where to expand.
