TBDCapital

From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.

Engineering The Path To Better, Faster Growth Amid 2025's Stall

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

Lennar’s Q2 Results Redefine Homebuilding Power Play

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.

Miami Mini-Deal Blazes Path For More Opportunity Zone Projects

Capital

Miami Mini-Deal Blazes Path For More Opportunity Zone Projects

A $22 million site acquisition for a future mixed-use residential project reveals strong investor belief in Miami’s long-game—despite macro headwinds, population shifts, and affordability friction.

Developers, Builders Can Rewire Timing Of Infrastructure Financing

Capital

Developers, Builders Can Rewire Timing Of Infrastructure Financing

Here's how developers can and do unlock earlier cash flow through forward-looking models built on assessed value projections. This simple but powerful shift in timing has translated into over $1 billion in Texas infrastructure capital moved to the front end of deals in the past year alone.

Together with

LaunchDFA

UHG’s Crossroads Signals M&A Momentum, Market Reckoning

Capital

UHG’s Crossroads Signals M&A Momentum, Market Reckoning

A struggling public builder weighs strategic alternatives as prospective acquirers circle amid capital constraints and consolidation tailwinds.

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Engineering The Path To Better, Faster Growth Amid 2025's Stall

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

Lennar’s Q2 Results Redefine Homebuilding Power Play

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.

Miami Mini-Deal Blazes Path For More Opportunity Zone Projects

Capital

Miami Mini-Deal Blazes Path For More Opportunity Zone Projects

A $22 million site acquisition for a future mixed-use residential project reveals strong investor belief in Miami’s long-game—despite macro headwinds, population shifts, and affordability friction.

Developers, Builders Can Rewire Timing Of Infrastructure Financing

Capital

Developers, Builders Can Rewire Timing Of Infrastructure Financing

Here's how developers can and do unlock earlier cash flow through forward-looking models built on assessed value projections. This simple but powerful shift in timing has translated into over $1 billion in Texas infrastructure capital moved to the front end of deals in the past year alone.

Together with

LaunchDFA

UHG’s Crossroads Signals M&A Momentum, Market Reckoning

Capital

UHG’s Crossroads Signals M&A Momentum, Market Reckoning

A struggling public builder weighs strategic alternatives as prospective acquirers circle amid capital constraints and consolidation tailwinds.

Capital

Engineering The Path To Better, Faster Growth Amid 2025's Stall

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.

Lennar’s Q2 Results Redefine Homebuilding Power Play

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.

Miami Mini-Deal Blazes Path For More Opportunity Zone Projects

Capital 06.09.25

Miami Mini-Deal Blazes Path For More Opportunity Zone Projects

A $22 million site acquisition for a future mixed-use residential project reveals strong investor belief in Miami’s long-game—despite macro headwinds, population shifts, and affordability friction.

Developers, Builders Can Rewire Timing Of Infrastructure Financing

Capital 05.29.25

Developers, Builders Can Rewire Timing Of Infrastructure Financing

Here's how developers can and do unlock earlier cash flow through forward-looking models built on assessed value projections. This simple but powerful shift in timing has translated into over $1 billion in Texas infrastructure capital moved to the front end of deals in the past year alone.

UHG’s Crossroads Signals M&A Momentum, Market Reckoning

Capital 05.27.25

UHG’s Crossroads Signals M&A Momentum, Market Reckoning

A struggling public builder weighs strategic alternatives as prospective acquirers circle amid capital constraints and consolidation tailwinds.