TBD Capital
From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.
Capital
As Builders Face Bank Fatigue, New Financing Paths Emerge
Lending conditions have tightened for 14 straight quarters. A new era of private construction finance is taking shape — faster, leaner, more relationship-driven.
Together with
Sound Capital
Land
Steel, Skeptics, And The Real Innovators In U.S. Homebuilding
TBD MasterClass contributor Scott Finfer shares a brutally honest tale of land, failed dreams, and a new bet on steel-frame homes in Texas. It's not just bold — it might actually work.
Capital
Housing’s High-Stakes Year: Six New Home Market Shifts To Watch
A massive liquidity crunch is reshaping homebuilding’s financial landscape. M&A is accelerating as builders chase capital and growth.
Together with
Builder Advisor Group
Capital
Private Capital Strikes Again: Oak Knoll’s $130M Kickstart
A historic Bay Area naval site is being transformed into a master-planned community amid the toughest credit market in years. With banks pumping the brakes, private capital is fueling a critical project in San Francisco's housing crisis.
Together with
Builder Advisor Group
Capital
JP Morgan’s Latest Power Move: A Homebuilding Shake-Up in the SFR Market
JP Morgan’s new venture with Paran Homes signals a shift in housing’s power structure. Institutional capital isn’t just funding BTR communities—it’s now shaping how they’re built. This could be a flashpoint for private homebuilders and developers navigating the M&A landscape.
Capital
Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE
Lennar’s spin-off of Millrose is a game-changer— reshaping homebuilding’s economics, investment model, and access to land in ways never seen before. Here's an exclusive first-look at what it means now and what comes next.
Together with
Builder Advisor Group
