TBDCapital stack
Capital
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Capital
Rethinking The Capital Stack To Make Local Residents Winners
Trust Neighborhoods' mission is to give a community's residents the ability to stay in quality housing at affordable rents in neighborhoods that are at risk of pricing pressure and resident displacement.
Policy
Trailblazers '23: Frolic Resets Property's Value Creation Model
A property owner's ability to generate added revenue is at least part of the equation of bending cost curves down and human capability curves up to put more of America's total universe into a surer, safer way into decent housing access.
Technology
Two Nemeses Stalk 2024 Budget Planning: Here's How To Slay Them
Operators' best weapon to offset the risk of the two nemeses is running a business that's as light and agile on borrowed capital as possible, and as efficient and competent at deploying that upfront capital in the right places at the right moment.
Together with
SNAP.BUILD
Capital
Expected Squeeze On Banks Tightens Credit Access For All
A "tighter-for-longer" credit and lending regime may – with an uneven-handed impact – unwind some of those benign forces pulling would-be homebuyers into the new-home demand pool, and turn them negative.
Capital stack
Capital 11.14.23
Margin Pressure Mounts In A Higher-For-Longer Marathon
The squeeze on private homebuilders' margins comes from three key sources: High mortgage rates eroding demand, leading to greater price concessions; tighter credit access, leading to higher borrowing costs; and land price inflation due to lot supply constraints.
Capital 10.30.23
Rethinking The Capital Stack To Make Local Residents Winners
Trust Neighborhoods' mission is to give a community's residents the ability to stay in quality housing at affordable rents in neighborhoods that are at risk of pricing pressure and resident displacement.
Policy 10.17.23
Trailblazers '23: Frolic Resets Property's Value Creation Model
A property owner's ability to generate added revenue is at least part of the equation of bending cost curves down and human capability curves up to put more of America's total universe into a surer, safer way into decent housing access.
Technology 08.29.23
Two Nemeses Stalk 2024 Budget Planning: Here's How To Slay Them
Operators' best weapon to offset the risk of the two nemeses is running a business that's as light and agile on borrowed capital as possible, and as efficient and competent at deploying that upfront capital in the right places at the right moment.
Capital 08.08.23
Expected Squeeze On Banks Tightens Credit Access For All
A "tighter-for-longer" credit and lending regime may – with an uneven-handed impact – unwind some of those benign forces pulling would-be homebuyers into the new-home demand pool, and turn them negative.