TBDsingle-family-build-to-rent
Capital
The 'Everybody's-A-Winner' Era In Build-To-Rent Gets A Stress Test
All single-family built-to-rent deals, communities, and prospects for success are not equal. As the for-sale market gets tougher, product, location, process, and pro forma will create BTR winners and losers.
Technology
As A Winners-Take-All Near-Term Shapes Up, Capability Is Key
Amid a competitive scramble to secure timely performance on capital put in place, operational excellence and strong relationships on the ground are not an option.
Together with
Mosaic
Leadership
The Outliers: Operators Who Excel And Thrive As Others Strive
Outperformers will reap higher returns through the series of harder bumps ahead, leaving the higher risk exposure to a greater number of their peers. The differentiator: Capability.
Land
A Slew Of Fast-Unspooling Risks Pressure Land Underwriting Data
Where homebuilders pick up a pivotal signal of a cyclical downturn ahead often comes clear in a typical Monday land committee meeting with corporate finance and treasury. Those meetings are suddenly taking a new tone and new data points.
Leadership
Pivoting Too Far To SFR? A Red Flag Warning To For-Sale Builders
Short term gains could run lead to long-term pain if builders shift too far from their promise as pathways to owner-occupier access to homeownership.





single-family-build-to-rent
Capital 06.29.22
The 'Everybody's-A-Winner' Era In Build-To-Rent Gets A Stress Test
All single-family built-to-rent deals, communities, and prospects for success are not equal. As the for-sale market gets tougher, product, location, process, and pro forma will create BTR winners and losers.
Technology 06.16.22
As A Winners-Take-All Near-Term Shapes Up, Capability Is Key
Amid a competitive scramble to secure timely performance on capital put in place, operational excellence and strong relationships on the ground are not an option.
Leadership 03.29.22
The Outliers: Operators Who Excel And Thrive As Others Strive
Outperformers will reap higher returns through the series of harder bumps ahead, leaving the higher risk exposure to a greater number of their peers. The differentiator: Capability.
Land 03.25.22
A Slew Of Fast-Unspooling Risks Pressure Land Underwriting Data
Where homebuilders pick up a pivotal signal of a cyclical downturn ahead often comes clear in a typical Monday land committee meeting with corporate finance and treasury. Those meetings are suddenly taking a new tone and new data points.
Leadership 03.15.22
Pivoting Too Far To SFR? A Red Flag Warning To For-Sale Builders
Short term gains could run lead to long-term pain if builders shift too far from their promise as pathways to owner-occupier access to homeownership.