Les meilleurs podcasts Spring Street Management Group (2026)

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January 6, 2026: HOTMA Deadline Extended, Housing Reform Plan Expected 2:02

20h ago2:02

2:02

Your daily briefing on affordable housing. Today: HOTMA compliance extended to 2027, income verification flexibility, Trump housing reform plan expected, and AFFH rule changes.Par Spring Street Management Group

1
Why Grid Interconnection Is the Real Bottleneck 2:34

21h ago2:34

2:34

You can buy land. You can order GPUs. You can raise capital. But you cannot buy a faster grid connection. Interconnection is the binding constraint on AI infrastructure. In PJM — the grid operator for the Mid-Atlantic — the interconnection queue now exceeds 2,500 projects totaling over 250 gigawatts. The average wait time has stretched beyond 4 yea…

1
What No One Models in Modular Schedules 3:06

21h ago3:06

3:06

Modular schedules look impressive on paper—until you account for what's missing. Most pro formas ignore the coordination time, logistics buffers, and site work that still controls the critical path. In this episode: Why the "50% faster" claim assumes everything goes right The gaps no one models: transport permits, weather holds, button-up time Why …

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January 5, 2026: FY26 HUD Budget Battle, State Block Grant Proposal 1:52

2d ago1:52

1:52

Your daily briefing on affordable housing. Today: HUD appropriations face proposed 43% cuts, Section 8 block grant proposal gains traction, Emergency Housing Vouchers at risk, and RAD program permanence.Par Spring Street Management Group

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Why Early Design Decisions Matter More in Modular 3:28

2d ago3:28

3:28

In traditional construction, you can push decisions downstream. In modular, you can't. Design freeze happens months earlier, and every delayed decision cascades through production, logistics, and site work. In this episode: Why factories need complete drawings—not 80% complete The exponential cost of late changes in modular Why modular demands bett…

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What Hyperscalers Care About That Startups Don't 2:27

2d ago2:27

2:27

Hyperscalers and AI startups operate in the same industry but play entirely different games. The difference is infrastructure. Hyperscalers sign 10-15 year power purchase agreements, coordinate grid interconnection at utility scale, deploy liquid cooling systems, and plan 5-10 years ahead. Microsoft has nuclear agreements. Google invests in geother…

1
January 4, 2026: First Week Under New LIHTC Rules, GSE Equity Deployment 2:01

3d ago2:01

2:01

Your daily briefing on affordable housing. Today: Developers capitalize on new 25% PAB threshold, Fannie and Freddie deploy LIHTC equity, Avalon Housing Michigan pipeline, and QAP application windows opening.Par Spring Street Management Group

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Why Land Is Back in the AI Equation 2:47

3d ago2:47

2:47

For a decade, software ate the world. Now AI is making land matter again. Meta's 2-gigawatt facility requires hundreds of acres. Microsoft's expansion spans millions of square feet globally. These aren't software deployments — they're industrial developments with 30-year time horizons requiring transmission adjacency, water rights, and favorable zo…

1
The Factory Doesn't Remove Risk, It Relocates It 3:09

3d ago3:09

3:09

The pitch is that factories eliminate weather risk and labor shortages. That's partially true. But the risk doesn't disappear—it moves upstream, where it's harder to see and more expensive to fix. In this episode: How risk concentrates early in modular projects Why factory production is only as good as its inputs The transportation and site readine…

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January 3, 2026: GSE LIHTC Equity Ramps Up, AHCIA Update, Compliance Reminder 1:59

5d ago1:59

1:59

Your daily briefing on affordable housing. Today: Fannie and Freddie deploy LIHTC equity, AHCIA provisions advance, Bellingham workforce housing, and 30-year compliance reminder.Par Spring Street Management Group

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January 2, 2026: Refuge Markets, FY26 HUD Appropriations, PWI Cap Update 1:38

6d ago1:38

1:38

Your daily briefing on affordable housing. Today: Investors target refuge markets, FY26 HUD spending outlook, PWI cap increase advances, and rental market strength continues.Par Spring Street Management Group

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The Real Reason Data Centers Are Moving Locations 3:21

6d ago3:21

3:21

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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Speed Isn't the Advantage—Certainty Is 3:04

6d ago3:04

3:04

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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January 1, 2026: New Era Begins - 25% PAB Threshold & 12% LIHTC Increase Now Active 1:59

7d ago1:59

1:59

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.Par Spring Street Management Group

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Why Compute Is Constrained by Electricity, Not Chips 3:03

7d ago3:03

3:03

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…

1
December 31, 2025: Year in Review - Legislative Wins, Market Challenges, Looking Ahead 1:54

8d ago1:54

1:54

Your daily briefing on affordable housing. Today: 2025 year in review - OBBA victories, market headwinds, deal activity milestones, and what to expect in 2026.Par Spring Street Management Group

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AI Is a Power Problem, Not a Software Problem 3:01

8d ago3:01

3:01

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…

1
Why Modular Fails More Often Than It Should 3:06

8d ago3:06

3:06

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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December 30, 2025: Detroit Housing Surge, Denver Adaptive Reuse, California Projects Advance 1:51

9d ago1:51

1:51

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.Par Spring Street Management Group

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December 29, 2025: Section 8 Changes Coming, Enhanced HUD Oversight, HOTMA Updates 1:59

10d ago1:59

1:59

Your daily briefing on affordable housing. Today: Section 8 program changes for 2026, enhanced HUD oversight measures, Tucson closes waitlists, and HOTMA implementation continues.Par Spring Street Management Group

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December 28, 2025: One Big Beautiful Bill Six Months In, 2026 LIHTC Preview 2:10

11d ago2:10

2:10

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.Par Spring Street Management Group

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December 22, 2025: Section 8 Funding Crisis, Housing Act Passes, HUD Injunction 2:21

11d ago2:21

2:21

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…

Podcasts qui valent la peine d'être écoutés

Spring Street Management Group Podcasts

Podcasts qui valent la peine d'être écoutés

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The Spring Street Brief

Spring Street Management Group

1
Built Different

Spring Street Management Group

1
The Power Allocation

Spring Street Management Group

1
January 6, 2026: HOTMA Deadline Extended, Housing Reform Plan Expected 2:02

1
Why Grid Interconnection Is the Real Bottleneck 2:34

1
What No One Models in Modular Schedules 3:06

1
January 5, 2026: FY26 HUD Budget Battle, State Block Grant Proposal 1:52

1
Why Early Design Decisions Matter More in Modular 3:28

1
What Hyperscalers Care About That Startups Don't 2:27

1
January 4, 2026: First Week Under New LIHTC Rules, GSE Equity Deployment 2:01

1
Why Land Is Back in the AI Equation 2:47

1
The Factory Doesn't Remove Risk, It Relocates It 3:09

1
January 3, 2026: GSE LIHTC Equity Ramps Up, AHCIA Update, Compliance Reminder 1:59

1
January 2, 2026: Refuge Markets, FY26 HUD Appropriations, PWI Cap Update 1:38

1
The Real Reason Data Centers Are Moving Locations 3:21

1
Speed Isn't the Advantage—Certainty Is 3:04

1
January 1, 2026: New Era Begins - 25% PAB Threshold & 12% LIHTC Increase Now Active 1:59

1
Why Compute Is Constrained by Electricity, Not Chips 3:03

1
December 31, 2025: Year in Review - Legislative Wins, Market Challenges, Looking Ahead 1:54

1
AI Is a Power Problem, Not a Software Problem 3:01

1
Why Modular Fails More Often Than It Should 3:06

1
December 30, 2025: Detroit Housing Surge, Denver Adaptive Reuse, California Projects Advance 1:51

1
December 29, 2025: Section 8 Changes Coming, Enhanced HUD Oversight, HOTMA Updates 1:59

1
December 28, 2025: One Big Beautiful Bill Six Months In, 2026 LIHTC Preview 2:10

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December 22, 2025: Section 8 Funding Crisis, Housing Act Passes, HUD Injunction 2:21

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