New Home Insights Podcast The New Land Financing Playbook: Flexible Capital Meets Cautious Builders
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Sep 12, 2025 Rodney Montag from Bedrock Land Finance, an expert in the American real estate land market, shares valuable insights on navigating today's cautious building landscape. He discusses the critical importance of land and capital, emphasizing strategic selectivity in land acquisition. The conversation covers housing market trends, including labor dynamics and the contrasting experiences of move-up buyers versus first-time buyers. Rodney also highlights the challenges and opportunities for rental project financing, shedding light on future market dynamics influenced by interest rates and buyer psychology.
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From Architect To Developer And Lender
- Rodney trained in architecture then moved into development after seeing a developer's role firsthand.
- He grew a suburban NY builder from 35 to 400 homes and later co-founded Ram Real Estate Capital.
New Platform Focused On Land And A&D
- Bedrock Land Finance launched as part of TWG to focus on A&D and land banking using parent capital.
- They closed $150M in quarter one and have ~$200M under LOI showing early traction.
Focus Where Banks Have Pulled Back
- Target land and A&D rather than vertical construction if banks still fill the latter niche.
- Fill the gap left by banks pulling back from pure land development lending.