TBDhomebuilding mergers and acquisitions
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.
Leadership
Lennar-Rausch Coleman: A Homebuilding Model Rewritten
The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.
Land
Risk Revolution: Lessons from The Past, Challenges Of The Future
Scott Cox breaks down the evolving risk equation for homebuilders. Yesterday’s lessons won’t protect you from tomorrow’s threats.
Land
Empire Building: SouthCraft Expands U.S. Footprint, Scale
This deal is about more than growth — it’s about scale, land access, and strategic succession. Our exclusive analysis explores why Empire and other international builders are doubling down on U.S. acquisitions.
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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.
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



homebuilding mergers and acquisitions
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.
Leadership 02.11.25
Lennar-Rausch Coleman: A Homebuilding Model Rewritten
The story of Lennar’s acquisition of Rausch Coleman — and the parallel rise of Millrose Properties — marks a turning point. This inside look at the deal reveals why it happened, what it means, and what’s next for the industry.
Land 02.11.25
Risk Revolution: Lessons from The Past, Challenges Of The Future
Scott Cox breaks down the evolving risk equation for homebuilders. Yesterday’s lessons won’t protect you from tomorrow’s threats.
Land 02.07.25
Empire Building: SouthCraft Expands U.S. Footprint, Scale
This deal is about more than growth — it’s about scale, land access, and strategic succession. Our exclusive analysis explores why Empire and other international builders are doubling down on U.S. acquisitions.
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.