TBD Capital
From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.
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
Land
Return-To-Work Measures May Stress-Test Wider-Radius Theory
In early Covid time, outer ring opportunity called like it was the Next Big Thing in residential planning and development. With the verdict still out on remote work, some bets are in question.
Capital
Bull, Bear, Or Indifferent, It's Time To Game Out Housing Scenarios
Bullish signals flash green, while bearish noise ups the volume to an unholy din. Who's the contrarian? More importantly, who's early, late, and right?
Land
A Slew Of Fast-Unspooling Risks Pressure Land Underwriting Data
Where homebuilders pick up a pivotal signal of a cyclical downturn ahead often comes clear in a typical Monday land committee meeting with corporate finance and treasury. Those meetings are suddenly taking a new tone and new data points.
Capital
Even As Builders Nod To More Headwinds, They're Upbeat
Which builders' capability gives them a lead in the race with time? Which will get left behind? Everybody doesn't win this time.
Land
The Take-Away: Scott Cox Offers 10 Gems Of Timely Wisdom And Wit
From business, investment, and real estate's rich trove of quotable quotes, Scott picks 10 of his favorites, and adds a dispassionate, clear-eyed view of how each applies to the present-day wild ride.
