TBDCapital
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
Capital
JP Morgan’s Latest Power Move: A Homebuilding Shake-Up in the SFR Market
JP Morgan’s new venture with Paran Homes signals a shift in housing’s power structure. Institutional capital isn’t just funding BTR communities—it’s now shaping how they’re built. This could be a flashpoint for private homebuilders and developers navigating the M&A landscape.
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
Capital
Inside the Deal: Defy Investments’ Acquisition of Davis Homes
Exclusive: Defy Investments President David McDonald on a private equity move that signals an innovation-forward future for homebuilding and real estate development.
Land
Alignment: Inside The Drees Homes And Monticello Homes San Antonio Deal
Exclusive one-on-one insights from Tim Terrell and Wayne Moravits reveal the strategy, culture, and competitive positioning behind the deal, and what comes next.
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TBDVOICES
Check out what some of the key voices in the industry have to say.
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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Capital
Capital 02.17.25
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.
Capital 02.13.25
JP Morgan’s Latest Power Move: A Homebuilding Shake-Up in the SFR Market
JP Morgan’s new venture with Paran Homes signals a shift in housing’s power structure. Institutional capital isn’t just funding BTR communities—it’s now shaping how they’re built. This could be a flashpoint for private homebuilders and developers navigating the M&A landscape.
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.
Capital 02.06.25
Inside the Deal: Defy Investments’ Acquisition of Davis Homes
Exclusive: Defy Investments President David McDonald on a private equity move that signals an innovation-forward future for homebuilding and real estate development.
Land 02.05.25
Alignment: Inside The Drees Homes And Monticello Homes San Antonio Deal
Exclusive one-on-one insights from Tim Terrell and Wayne Moravits reveal the strategy, culture, and competitive positioning behind the deal, and what comes next.
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