TBDReal Estate investment
Leadership
Buffett's 2025 Shareholder Letter: Leadership Lessons for Builders
Warren Buffett's 2025 shareholder letter delivers wisdom on trust, adaptability, empathy, and long-term thinking—essential for homebuilding leaders facing today’s volatility. His words challenge executives to distinguish between controllable factors and those beyond their grasp.
Land
The Elephant In The Land Acq Room: Underwriting For Inflation
We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.
Capital
A $33 Million A&D Loan Propels A 494-Home NJ Deal Into High Gear
This transaction, particularly during economic turbulence and constrained traditional credit, underscores the resilience and adaptability required to navigate the current market conditions.
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Capital
A Homeownership Model Rethink Widens Attainable Access
For Tamara Knox and Josh Morrison, an encounter hours into their first day as grad students at Cambridge, MA-based MIT, kindled in each of them the spark of why they've gone on to devote themselves – together – to solving for part of housing's access, attainment, and affordability axis.
Capital
Will A New Raft Of Regional Bank Woes Impact Homebuilders?
Half of newly constructed single-family homes are built – and many more developed – by firms that rely on bank financing for real estate acquisition and development of projects, construction resources, and operating expenses.
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

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Real Estate investment
Leadership 02.23.25
Buffett's 2025 Shareholder Letter: Leadership Lessons for Builders
Warren Buffett's 2025 shareholder letter delivers wisdom on trust, adaptability, empathy, and long-term thinking—essential for homebuilding leaders facing today’s volatility. His words challenge executives to distinguish between controllable factors and those beyond their grasp.
Land 07.17.24
The Elephant In The Land Acq Room: Underwriting For Inflation
We need to underwrite where we would operate today on present conditions, which hopefully is a floor under our speculative ceiling.
Capital 07.12.24
A $33 Million A&D Loan Propels A 494-Home NJ Deal Into High Gear
This transaction, particularly during economic turbulence and constrained traditional credit, underscores the resilience and adaptability required to navigate the current market conditions.
Capital 02.13.24
A Homeownership Model Rethink Widens Attainable Access
For Tamara Knox and Josh Morrison, an encounter hours into their first day as grad students at Cambridge, MA-based MIT, kindled in each of them the spark of why they've gone on to devote themselves – together – to solving for part of housing's access, attainment, and affordability axis.
Capital 02.08.24
Will A New Raft Of Regional Bank Woes Impact Homebuilders?
Half of newly constructed single-family homes are built – and many more developed – by firms that rely on bank financing for real estate acquisition and development of projects, construction resources, and operating expenses.