TBD Capital

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

How Builders Could Miss Where The Money Is Through 2030

Architecture

How Builders Could Miss Where The Money Is Through 2030

Here's evidence that current investments in homes and communities that integrate livable design, universal design, and home health technology may fall short of the enormous opportunity.

Bumpier Times As Market Forces Stress-Test Solid Fundamentals

Capital

Bumpier Times As Market Forces Stress-Test Solid Fundamentals

P4 -- a fourth revision to 2021 budget and operational forecasts -- needs to reflect shifts from tailwinds to headwinds before 'actuals' start comping to booming 2020 measures.

Public Builders' Dilemma: How Big A Miss To Guide To For 2021

Capital

Public Builders' Dilemma: How Big A Miss To Guide To For 2021

As 2021 Q4 approaches, public homebuilder face a harrowing prospect: How to level-set to reality on delivery misses without jeopardizing 2022 forecasts or penalizing operators in the field.

The 5th Cycle: Frank Anton On Housing's Law Of Gravity

Capital

The 5th Cycle: Frank Anton On Housing's Law Of Gravity

What-if? The question few housing business stakeholders care to factor into their forecasts right now is what happens when -- not if -- interest rates spike?

Stop Saying 'Labor Shortage;' Focus On Talent Magnetism

Capital

Stop Saying 'Labor Shortage;' Focus On Talent Magnetism

Solving American homebuilding's biggest challenges -- attainability, sustainability, and next generation talent -- may seem impossible. Left with no choice, we'll rally.

PE Firms Bring Buy-Now-Pay-Later Gambit To Land Wargames

Land

PE Firms Bring Buy-Now-Pay-Later Gambit To Land Wargames

"Some of these deals today will be the big distressed deal plays of tomorrow." -- A strategic land pro describes private equity blitz into build-for-rent as "extraordinarily risky."

How Builders Could Miss Where The Money Is Through 2030

Architecture

How Builders Could Miss Where The Money Is Through 2030

Here's evidence that current investments in homes and communities that integrate livable design, universal design, and home health technology may fall short of the enormous opportunity.

Bumpier Times As Market Forces Stress-Test Solid Fundamentals

Capital

Bumpier Times As Market Forces Stress-Test Solid Fundamentals

P4 -- a fourth revision to 2021 budget and operational forecasts -- needs to reflect shifts from tailwinds to headwinds before 'actuals' start comping to booming 2020 measures.

Public Builders' Dilemma: How Big A Miss To Guide To For 2021

Capital

Public Builders' Dilemma: How Big A Miss To Guide To For 2021

As 2021 Q4 approaches, public homebuilder face a harrowing prospect: How to level-set to reality on delivery misses without jeopardizing 2022 forecasts or penalizing operators in the field.

The 5th Cycle: Frank Anton On Housing's Law Of Gravity

Capital

The 5th Cycle: Frank Anton On Housing's Law Of Gravity

What-if? The question few housing business stakeholders care to factor into their forecasts right now is what happens when -- not if -- interest rates spike?

Stop Saying 'Labor Shortage;' Focus On Talent Magnetism

Capital

Stop Saying 'Labor Shortage;' Focus On Talent Magnetism

Solving American homebuilding's biggest challenges -- attainability, sustainability, and next generation talent -- may seem impossible. Left with no choice, we'll rally.

PE Firms Bring Buy-Now-Pay-Later Gambit To Land Wargames

Land

PE Firms Bring Buy-Now-Pay-Later Gambit To Land Wargames

"Some of these deals today will be the big distressed deal plays of tomorrow." -- A strategic land pro describes private equity blitz into build-for-rent as "extraordinarily risky."