TBDBrief
TBD Brief Posts
Capital
Why Home Partners Of America Suits Blackstone SFR Re-entry
In its $6 billion acquisition of HPA, Blackstone adds a "doing-well-by-doing-good" dimension to a shrewd, opportunistic position in the hot single-family-rental market.
Capital
Gravity Yanks LBM Back To Earth, Labor Retakes Spot As No. 1 Risk
As lumber and other commodities begin to obey market laws of gravity, the underlying issue -- people -- clarifies as the root issue to focus on for the present and future.
Land
Here Are The New Table Stakes For 2020s Retirement Meccas
Forbes' top 25 "Best Places to Retire in 2021" map a shifting geography of "next adventure" living for 55-plus present and future.
Leadership
Builders Fret As The I-Word Bandies Between Wall Street And Capitol Hill
As market-rate builders sweat out Fed policy agenda on managing inflation and its impact on borrowing costs, site-level risk -- from potential construction defect backsliding -- also grows.
Leadership
Hot Market Optics: The Triple-Threat Of Sizzling-Sales
The moment's alignment of stars – economic, social, and environmental – give the positive tidings of order-volume, deep demand, especially for lower-price-tiered new homes, and profitability, a darker side.
Capital
Why Home Partners Of America Suits Blackstone SFR Re-entry
In its $6 billion acquisition of HPA, Blackstone adds a "doing-well-by-doing-good" dimension to a shrewd, opportunistic position in the hot single-family-rental market.
Capital
Gravity Yanks LBM Back To Earth, Labor Retakes Spot As No. 1 Risk
As lumber and other commodities begin to obey market laws of gravity, the underlying issue -- people -- clarifies as the root issue to focus on for the present and future.
Leadership
Hot Market Optics: The Triple-Threat Of Sizzling-Sales
The moment's alignment of stars – economic, social, and environmental – give the positive tidings of order-volume, deep demand, especially for lower-price-tiered new homes, and profitability, a darker side.
Brief
Capital 06.23.21
Why Home Partners Of America Suits Blackstone SFR Re-entry
In its $6 billion acquisition of HPA, Blackstone adds a "doing-well-by-doing-good" dimension to a shrewd, opportunistic position in the hot single-family-rental market.
Capital 06.22.21
Gravity Yanks LBM Back To Earth, Labor Retakes Spot As No. 1 Risk
As lumber and other commodities begin to obey market laws of gravity, the underlying issue -- people -- clarifies as the root issue to focus on for the present and future.
Land 06.22.21
Here Are The New Table Stakes For 2020s Retirement Meccas
Forbes' top 25 "Best Places to Retire in 2021" map a shifting geography of "next adventure" living for 55-plus present and future.
Leadership 06.22.21
Builders Fret As The I-Word Bandies Between Wall Street And Capitol Hill
As market-rate builders sweat out Fed policy agenda on managing inflation and its impact on borrowing costs, site-level risk -- from potential construction defect backsliding -- also grows.
Leadership 06.21.21
Hot Market Optics: The Triple-Threat Of Sizzling-Sales
The moment's alignment of stars – economic, social, and environmental – give the positive tidings of order-volume, deep demand, especially for lower-price-tiered new homes, and profitability, a darker side.