TBDCapital
From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.
Capital
Timing Demand: Why Investors Choose To Buy Apartments Vs. Building
A construction slowdown today is setting up an undersupply tomorrow. Opportunistic, patient investors are already pivoting to seize future market growth catalysts.
Capital
Little Deal ... Big, Timely Product Pivot: Lokal’s Capital Play
A $12M facility fuels Lokal Homes’ swift shift into higher-margin homes and a smarter land strategy in a tough market.
Together with
Builder Advisor Group
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.
Capital
Engineering The Path To Better, Faster Growth Amid 2025's Stall
Local resistance, rising fees, and long entitlement windows are locking up growth. This analysis shows how smart financial planning unlocks new possibilities.
Together with
LaunchDFA
Leadership
Lennar’s Q2 Results Redefine Homebuilding Power Play
As housing demand softens and builder confidence fades, Lennar’s asset-light strategy, pricing flexibility, and volume-first execution offer a roadmap—and a warning—for the rest of the industry.
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TBDVOICES
Check out what some of the key voices in the industry have to say.
DEBORAH BLAKE
EVERYTHING 55+
Best-Laid Plans — How to Drive Success With 55+ Communities
Location, amenities, land plan, and future-proofed homes ... the first of a multi-episode series from Ipsum Group Principal and Founder Deborah Blake
MOST POPULAR
Capital
Capital 07.03.25
Timing Demand: Why Investors Choose To Buy Apartments Vs. Building
A construction slowdown today is setting up an undersupply tomorrow. Opportunistic, patient investors are already pivoting to seize future market growth catalysts.
Capital 07.02.25
Little Deal ... Big, Timely Product Pivot: Lokal’s Capital Play
A $12M facility fuels Lokal Homes’ swift shift into higher-margin homes and a smarter land strategy in a tough market.
Capital 06.24.25
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.
Capital 06.23.25
Engineering The Path To Better, Faster Growth Amid 2025's Stall
Local resistance, rising fees, and long entitlement windows are locking up growth. This analysis shows how smart financial planning unlocks new possibilities.
Leadership 06.17.25
Lennar’s Q2 Results Redefine Homebuilding Power Play
As housing demand softens and builder confidence fades, Lennar’s asset-light strategy, pricing flexibility, and volume-first execution offer a roadmap—and a warning—for the rest of the industry.
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