Let’s talk ↗Our investment thinking on the forces changing housing demand, how homes get delivered, and where execution can create an advantage.
Read our perspectives ↓5 perspectives
Strategy
The compute buildout has a housing aftershock. We see an opportunity in serving the construction wave—and a separate opportunity in the communities that remain.
Technology
The larger opportunity is a shared, current picture of the business—from land and financing through construction, leasing and operations.
Capital & risk
Bond yields matter. So do durable NOI, the cost of competing homes, and the alternatives available to the eventual buyer.
Strategy
International experience and new federal attention strengthen the case for factory-built housing. The opportunity is to make the whole delivery model work.
Strategy
Rick Murdock, Caleb Roope and Curtis Fletcher brought experience on different sides of the same problem: connecting housing demand to repeatable production.
Infrastructure can create a housing need. Repeatable production can help serve it. Shared information can connect the physical plan to the capital behind it.
These essays explain where we see opportunity and what must be true for the idea to work. Our market research brings that discipline to Burlington, Manor Way and Friday Harbor.
Explore the market evidence ↗