TBDBFR
Capital
With $85 Million Buy Of 80% Of Southern Impression Homes, Gehan Kickstarts M&A
With signals pointing in two opposite directions, long-term players with cash in hand get more value for the dollar as they secure capability to explode once mojo returns to housing's wider market.
Together with
Builder Advisor Group
Technology
Trailblazers: Focus On Toyota-Like Assembly Line At Connect Homes
As one of housing's few brightspots – build-to-rent neighborhoods and their developers and investors – started to hit higher, more prohibitive barriers to pencilling to profitable pro formas, Los Angeles-based Connect Homes announced it would unveil its Pro Platform solution.
Leadership
Lennar's Wholesale Push Reflects First-Mover Play For Volume, Share
Lennar's bid to sell off portfolios of homes and communities in bulk fits a pure-play vertical construction strategy, both in the near term and long term ... on a path to domination.
Technology
In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk
As higher and higher finance costs upend pro forma margins and depress land valuations, we'll see a culling of the weak vs. strong players in the BTR space over the next six to 18 months.
Together with
Mosaic
Technology
As A Winners-Take-All Near-Term Shapes Up, Capability Is Key
Amid a competitive scramble to secure timely performance on capital put in place, operational excellence and strong relationships on the ground are not an option.
Together with
Mosaic
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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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BFR
Capital 01.17.23
With $85 Million Buy Of 80% Of Southern Impression Homes, Gehan Kickstarts M&A
With signals pointing in two opposite directions, long-term players with cash in hand get more value for the dollar as they secure capability to explode once mojo returns to housing's wider market.
Technology 12.13.22
Trailblazers: Focus On Toyota-Like Assembly Line At Connect Homes
As one of housing's few brightspots – build-to-rent neighborhoods and their developers and investors – started to hit higher, more prohibitive barriers to pencilling to profitable pro formas, Los Angeles-based Connect Homes announced it would unveil its Pro Platform solution.
Leadership 12.12.22
Lennar's Wholesale Push Reflects First-Mover Play For Volume, Share
Lennar's bid to sell off portfolios of homes and communities in bulk fits a pure-play vertical construction strategy, both in the near term and long term ... on a path to domination.
Technology 09.15.22
In The Thrall Of The Fed, Operators Tap Tech To Harden Against Risk
As higher and higher finance costs upend pro forma margins and depress land valuations, we'll see a culling of the weak vs. strong players in the BTR space over the next six to 18 months.
Technology 06.16.22
As A Winners-Take-All Near-Term Shapes Up, Capability Is Key
Amid a competitive scramble to secure timely performance on capital put in place, operational excellence and strong relationships on the ground are not an option.
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