Our head of investment banking Tony McGill opened with an update on transaction activity across the housing industry, including public equity and bond issuance and the currently active state of mergers and acquisitions. A panel of industry leaders spanning homebuilding, single-family rental and land banking then discussed the forces behind the current wave of consolidation and the read-throughs from recently announced deals; policy updates on the 21st Century ROAD to Housing Act and its implications for future deal activity in single-family rental and built-to-rent; and a deep dive into the history of land banking, its evolution into a mainstream source of capital for builders and where the industry goes from here.
