TBDresidential real estate news
Leadership
Buffett's 2025 Shareholder Letter: Leadership Lessons for Builders
Warren Buffett's 2025 shareholder letter delivers wisdom on trust, adaptability, empathy, and long-term thinking—essential for homebuilding leaders facing today’s volatility. His words challenge executives to distinguish between controllable factors and those beyond their grasp.
Leadership
Rick Lawson Joins TBD: Stories That Shape Housing’s Future
Rick Lawson brings deep historical insight and a solutions-driven approach to housing’s toughest challenges. His work connects past policies to today’s affordability, zoning, and development realities, offering strategic leaders invaluable perspective.
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
Technology
The Seven Stages of AI Readiness in Homebuilding
From Hype to Impact – AI is more than a buzzword—it’s a strategic necessity in today’s land-light, asset-light homebuilding environment. This analysis lays out a seven-stage framework for builders to apply AI where it actually moves the needle on efficiency, cost, and capital strategy.
Together with
Cecilian Partners
Leadership
Lennar-Rausch Coleman: A Homebuilding Model Rewritten
The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for 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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residential real estate news
Leadership 02.23.25
Buffett's 2025 Shareholder Letter: Leadership Lessons for Builders
Warren Buffett's 2025 shareholder letter delivers wisdom on trust, adaptability, empathy, and long-term thinking—essential for homebuilding leaders facing today’s volatility. His words challenge executives to distinguish between controllable factors and those beyond their grasp.
Leadership 02.21.25
Rick Lawson Joins TBD: Stories That Shape Housing’s Future
Rick Lawson brings deep historical insight and a solutions-driven approach to housing’s toughest challenges. His work connects past policies to today’s affordability, zoning, and development realities, offering strategic leaders invaluable perspective.
Capital 02.17.25
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.
Technology 02.12.25
The Seven Stages of AI Readiness in Homebuilding
From Hype to Impact – AI is more than a buzzword—it’s a strategic necessity in today’s land-light, asset-light homebuilding environment. This analysis lays out a seven-stage framework for builders to apply AI where it actually moves the needle on efficiency, cost, and capital strategy.
Leadership 02.11.25
Lennar-Rausch Coleman: A Homebuilding Model Rewritten
The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.
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