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.
Capital
C Sweetened: Here's What Public Homebuilding Chiefs Got Paid in 2020 ... And Why
Homebuilding's top executives earned an average of $11.7 million in 2020 compensation. Here's the backstory on how public company directors awarded these 29 execs $285 million in the year that was.
Marketing & Sales
As Wage Vs. Price Wedge Widens, Interest Rates Matter More
The pace of price increases is faster than wage growth in many places, exposing a fault line defined by historically low interest rates to narrow the gap to attainability.
Capital
Which Comes First, The Asset Class Or Housing Preference?
Will single-family short-term rental empires spring up to meet an unmet consumer housing/hospitality need? Big capital seems to believe it will be so, and targets it as a new asset class.
Capital
The Incredible Shrinking Spec Inventory of New Homes
Markers of buying power short-circuiting include a sudden scarcity of below $300k new homes, and a drying up of ready-to-occupy spec inventory. Interest rates had better damned well not go up.
Policy
Shut Off: Mortgage Data Reveals Race Gap In Pandemic Re-Fis
Disparities -- directly tied to racial discrimination -- define the threshold of the 2020s. Will they define the decade?
