TBDresidential real estate news
Marketing & Sales
Renters Stay Put Despite Record Supply Of New Apartment Units
Rising lease renewal rates mean fewer renters may make the leap to homeownership just as Spring Selling begins. With rates still high and affordability gaps widening, builders now face an uphill battle to attract buyers who might have been pushed out of rentals and into the for-sale market.
Capital
Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE
Lennar’s spin-off of Millrose is a game-changer— reshaping homebuilding’s economics, investment model, and access to land in ways never seen before. Here's an exclusive first-look at what it means now and what comes next.
Together with
Builder Advisor Group
Land
Empire Building: SouthCraft Expands U.S. Footprint, Scale
This deal is about more than growth — it’s about scale, land access, and strategic succession. Our exclusive analysis explores why Empire and other international builders are doubling down on U.S. acquisitions.
Together with
Builder Advisor Group
Land
Forestar and Five Point Preview Homebuilding’s Land-Light Future
As Lennar readies Millrose Properties for launch, insights from Forestar and Five Point’s Q1 2025 reports spotlight the challenges and rewards of land-light strategies in a volatile housing market.
Capital
Starts, Permits Data Underline Strategic Crossroads For Builders
With housing starts and permits in flux, the stakes for homebuilding leaders are mounting fast. As we ramp up to Spring Selling, this analysis explores a critical question: How much spec is too much in any given market?





residential real estate news
Marketing & Sales 02.10.25
Renters Stay Put Despite Record Supply Of New Apartment Units
Rising lease renewal rates mean fewer renters may make the leap to homeownership just as Spring Selling begins. With rates still high and affordability gaps widening, builders now face an uphill battle to attract buyers who might have been pushed out of rentals and into the for-sale market.
Capital 02.07.25
Lennar Completes Millrose Spin-Off As MRP Lights Up The NYSE
Lennar’s spin-off of Millrose is a game-changer— reshaping homebuilding’s economics, investment model, and access to land in ways never seen before. Here's an exclusive first-look at what it means now and what comes next.
Land 02.07.25
Empire Building: SouthCraft Expands U.S. Footprint, Scale
This deal is about more than growth — it’s about scale, land access, and strategic succession. Our exclusive analysis explores why Empire and other international builders are doubling down on U.S. acquisitions.
Land 01.24.25
Forestar and Five Point Preview Homebuilding’s Land-Light Future
As Lennar readies Millrose Properties for launch, insights from Forestar and Five Point’s Q1 2025 reports spotlight the challenges and rewards of land-light strategies in a volatile housing market.
Capital 01.17.25
Starts, Permits Data Underline Strategic Crossroads For Builders
With housing starts and permits in flux, the stakes for homebuilding leaders are mounting fast. As we ramp up to Spring Selling, this analysis explores a critical question: How much spec is too much in any given market?