TBDCapital

From debt and lending to equity and strategic investment, how housing-as-a-solution drives financial equity expansion and growth.

Smith Douglas' $162 Million IPO Signals A Homebuilding Tipping Point

Capital

Smith Douglas' $162 Million IPO Signals A Homebuilding Tipping Point

After 15 years of striving, and an existential close call or two, Smith Douglas' founder-led arc of operational excellence, durability as a brand, and big-time impact as a business synced up in a bid to go public with impeccable timing.

Lending More Than $700 Million In '23, Avila Real Estate Capital Reaches A&D Zenith

Capital

Lending More Than $700 Million In '23, Avila Real Estate Capital Reaches A&D Zenith

"The Avila team has always been a tremendous resource. He knows the builders, the capital partners – he knows everybody in our industry." -- Gary Tesch, Regional President, Coventry Homes, a Dream Finders Homes firm.

Together with

Builder Advisor Group

Flawless Execution Will Divide 2024's Winners From Losers

Technology

Flawless Execution Will Divide 2024's Winners From Losers

Six operational imperatives will build flexibility and optionality into homebuilding firms' near- and mid-term capacity to withstand both continued volatility and turbulence regarding demand and ongoing supply constraints.

Together with

SNAP.BUILD

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

Leadership

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

An operating model that allows Lennar to elevate pace -- both to pull demand and push supply -- as the operational driver of the entire value cycle, has common data at its heart, soul, and brains.

The New Math: The 5 Metrics To Get Right For Success In 2024

Land

The New Math: The 5 Metrics To Get Right For Success In 2024

During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.

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Smith Douglas' $162 Million IPO Signals A Homebuilding Tipping Point

Capital

Smith Douglas' $162 Million IPO Signals A Homebuilding Tipping Point

After 15 years of striving, and an existential close call or two, Smith Douglas' founder-led arc of operational excellence, durability as a brand, and big-time impact as a business synced up in a bid to go public with impeccable timing.

Lending More Than $700 Million In '23, Avila Real Estate Capital Reaches A&D Zenith

Capital

Lending More Than $700 Million In '23, Avila Real Estate Capital Reaches A&D Zenith

"The Avila team has always been a tremendous resource. He knows the builders, the capital partners – he knows everybody in our industry." -- Gary Tesch, Regional President, Coventry Homes, a Dream Finders Homes firm.

Together with

Builder Advisor Group

Flawless Execution Will Divide 2024's Winners From Losers

Technology

Flawless Execution Will Divide 2024's Winners From Losers

Six operational imperatives will build flexibility and optionality into homebuilding firms' near- and mid-term capacity to withstand both continued volatility and turbulence regarding demand and ongoing supply constraints.

Together with

SNAP.BUILD

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

Leadership

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

An operating model that allows Lennar to elevate pace -- both to pull demand and push supply -- as the operational driver of the entire value cycle, has common data at its heart, soul, and brains.

The New Math: The 5 Metrics To Get Right For Success In 2024

Land

The New Math: The 5 Metrics To Get Right For Success In 2024

During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.

Capital

Smith Douglas' $162 Million IPO Signals A Homebuilding Tipping Point

Capital 01.12.24

Smith Douglas' $162 Million IPO Signals A Homebuilding Tipping Point

After 15 years of striving, and an existential close call or two, Smith Douglas' founder-led arc of operational excellence, durability as a brand, and big-time impact as a business synced up in a bid to go public with impeccable timing.

Lending More Than $700 Million In '23, Avila Real Estate Capital Reaches A&D Zenith

Capital 01.11.24

Lending More Than $700 Million In '23, Avila Real Estate Capital Reaches A&D Zenith

"The Avila team has always been a tremendous resource. He knows the builders, the capital partners – he knows everybody in our industry." -- Gary Tesch, Regional President, Coventry Homes, a Dream Finders Homes firm.

Flawless Execution Will Divide 2024's Winners From Losers

Technology 12.22.23

Flawless Execution Will Divide 2024's Winners From Losers

Six operational imperatives will build flexibility and optionality into homebuilding firms' near- and mid-term capacity to withstand both continued volatility and turbulence regarding demand and ongoing supply constraints.

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

Leadership 12.18.23

For Lennar, Results And Outlook Cast A Bigger Role For Its Data

An operating model that allows Lennar to elevate pace -- both to pull demand and push supply -- as the operational driver of the entire value cycle, has common data at its heart, soul, and brains.

The New Math: The 5 Metrics To Get Right For Success In 2024

Land 12.15.23

The New Math: The 5 Metrics To Get Right For Success In 2024

During the period since the Global Financial Crisis, the underlying math of the homebuilding and residential development business has changed in ways I am not sure has been thought through by all participants.