TBDhousing M&A
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
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.
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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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
MOST POPULAR
housing M&A
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 02.07.25
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.
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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