TBDCapital
From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.
Capital
Tariff Shock Tests Homebuilders M&A Pipeline, Capital Access
Despite market volatility and policy whiplash, key homebuilding deals continue to close. Builder Advisor Group doubles down on financing muscle as banks pull back.
Together with
Builder Advisor Group
Land
Steel, Skeptics, And The Real Innovators In U.S. Homebuilding
TBD MasterClass contributor Scott Finfer shares a brutally honest tale of land, failed dreams, and a new bet on steel-frame homes in Texas. It's not just bold — it might actually work.
Capital
Housing’s High-Stakes Year: Six New Home Market Shifts To Watch
A massive liquidity crunch is reshaping homebuilding’s financial landscape. M&A is accelerating as builders chase capital and growth.
Together with
Builder Advisor Group
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
Capital 04.14.25
Tariff Shock Tests Homebuilders M&A Pipeline, Capital Access
Despite market volatility and policy whiplash, key homebuilding deals continue to close. Builder Advisor Group doubles down on financing muscle as banks pull back.
Land 04.07.25
Steel, Skeptics, And The Real Innovators In U.S. Homebuilding
TBD MasterClass contributor Scott Finfer shares a brutally honest tale of land, failed dreams, and a new bet on steel-frame homes in Texas. It's not just bold — it might actually work.
Capital 03.17.25
Housing’s High-Stakes Year: Six New Home Market Shifts To Watch
A massive liquidity crunch is reshaping homebuilding’s financial landscape. M&A is accelerating as builders chase capital and growth.
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.