TBDhomebuilding news
Capital
Capital, Time, and Trade-Offs: New Realities of Builder Growth
Private builders can still scale, but not on yesterday’s formulas. Scott Cox details the pitfalls of institutional capital, the “too many hands in the cookie jar” problem, and how land partnerships, fee-building, and market positioning offer viable paths forward.
Capital
Here's Why Japan’s Iida Group Chose a 55+ Georgia Builder For Its U.S. Debut
A major Japanese builder enters U.S. housing with a stake in Atlanta-based Patrick Malloy Communities. Here's what it means for the M&A race, aging buyers, and the Southeast growth map.
Leadership
Production Power Meets Purpose In Houston’s Urban Core
Kevan and Ayesha Shelton’s Park Street Homes blends production efficiency with reflective neighborhood design. The result: attainable housing that honors urban community roots.
Leadership
D.R. Horton’s Scale Redefines Competitive Homebuilding Landscape
D.R. Horton and Lennar’s operational scale creates structural advantages smaller builders can’t match. Market consolidation is accelerating competitive pressure.
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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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
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homebuilding news
Capital 09.08.25
Capital, Time, and Trade-Offs: New Realities of Builder Growth
Private builders can still scale, but not on yesterday’s formulas. Scott Cox details the pitfalls of institutional capital, the “too many hands in the cookie jar” problem, and how land partnerships, fee-building, and market positioning offer viable paths forward.
Capital 08.04.25
Here's Why Japan’s Iida Group Chose a 55+ Georgia Builder For Its U.S. Debut
A major Japanese builder enters U.S. housing with a stake in Atlanta-based Patrick Malloy Communities. Here's what it means for the M&A race, aging buyers, and the Southeast growth map.
Leadership 08.01.25
Production Power Meets Purpose In Houston’s Urban Core
Kevan and Ayesha Shelton’s Park Street Homes blends production efficiency with reflective neighborhood design. The result: attainable housing that honors urban community roots.
Leadership 07.23.25
D.R. Horton’s Scale Redefines Competitive Homebuilding Landscape
D.R. Horton and Lennar’s operational scale creates structural advantages smaller builders can’t match. Market consolidation is accelerating competitive pressure.
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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