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The Spring Street Brief is your daily intelligence briefing on affordable housing in America. In under 3 minutes, get the news that matters: LIHTC allocations, Section 8 voucher updates, HUD policy changes, private activity bonds, state housing finance agency deals, and emerging trends in affordable housing development. Designed for LIHTC investors, affordable housing developers, syndicators, lenders, and policy makers who need to stay ahead of the curve. AI-powered. Human-curated. Brought t ...
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Built Different is a daily podcast for developers, general contractors, and capital partners working in modular, volumetric, and off-site construction. No hype. No futurism. Just execution reality. Each episode breaks down what actually determines success or failure in factory-built projects: coordination gaps, design freeze timing, transportation risks, sequencing failures, financing mismatches, and the hidden costs no one models. This isn't a show about the promise of modular. It's about w ...
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The AI boom isn't constrained by chips, algorithms, or talent. It's constrained by electricity. The Power Allocation is a daily briefing on AI infrastructure — where capital is actually being deployed. Each episode cuts through the hype to examine the physical realities shaping the AI buildout: power constraints, grid interconnection, land acquisition, data center financing, cooling infrastructure, and utility relationships. This isn't a software podcast. This is an infrastructure podcast. W ...
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Your daily briefing on affordable housing. Today: Investors target refuge markets, FY26 HUD spending outlook, PWI cap increase advances, and rental market strength continues.توسط Spring Street Management Group
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The market sells modular on speed. But speed without certainty is just compressed chaos. The real value of modular isn't building faster—it's knowing what you're getting, when you're getting it, and what it will cost before you break ground. In this episode: Why "50% faster" is the wrong metric How certainty—not speed—de-risks deals for lenders and…
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Data centers are relocating. Not for tax incentives. Not for talent. For power. Virginia's data center corridor consumed 26% of state electricity in 2023. Dominion Energy is struggling to keep pace. Grid stress events and connection delays stretching to years are pushing capital to Texas, Ohio, Indiana, Southeast Asia, and the Nordics. Capital is f…
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Your daily briefing on affordable housing. Today: The 25% PAB threshold and 12% LIHTC allocation increase are now in effect. What developers need to know for 2026.توسط Spring Street Management Group
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The GPU shortage narrative is fading. The real constraint on AI compute is electricity — and it's not even close. Chip fabrication is scaling — TSMC, Intel, and Samsung are investing billions. But grid capacity doesn't scale like silicon. A single NVIDIA H100 draws 700 watts. AI training clusters now exceed 100 megawatts. Goldman Sachs projects 165…
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Your daily briefing on affordable housing. Today: 2025 year in review - OBBA victories, market headwinds, deal activity milestones, and what to expect in 2026.توسط Spring Street Management Group
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The AI boom is not constrained by chips, algorithms, or talent. It's constrained by electricity. Capital is moving accordingly. In this episode, we examine why AI facilities require 50-150 kilowatts per rack versus 10-15 kilowatts for traditional computing, why developers face 5-7 year grid interconnection delays, and how Microsoft and Meta are dep…
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Modular construction fails not because the method is flawed, but because teams treat it like traditional construction with a factory in the middle. The coordination requirements are fundamentally different, and most failures trace back to misaligned expectations—not manufacturing defects. In this episode: Why the "factory instead of site" framing i…
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Your daily briefing on affordable housing. Today: Detroit's 200-unit pipeline, Denver Dry Goods adaptive reuse, California Prop 1 projects, and New York's Hudson Mosaic development.توسط Spring Street Management Group
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Your daily briefing on affordable housing. Today: Section 8 program changes for 2026, enhanced HUD oversight measures, Tucson closes waitlists, and HOTMA implementation continues.توسط Spring Street Management Group
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Your daily briefing on affordable housing. Today: OBBA six-month mark, 25% PAB threshold goes live January 1st, 2026 LIHTC allocation increases, and Gainesville senior housing expansion.توسط Spring Street Management Group
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In this episode of The Spring Street Brief, we cover the critical developments in affordable housing: Section 8 Funding Crisis: Over 500 PHAs facing shortfall, $700-800M in delayed payments, HUD advises using reserves Housing for the 21st Century Act: House passes major legislation with HOME program updates and streamlined NEPA reviews HUD Injuncti…
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