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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January 1, 2026: New Era Begins - 25% PAB Threshold & 12% LIHTC Increase Now Active
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1:59Your 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.Av Spring Street Management Group
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Why Compute Is Constrained by Electricity, Not Chips
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3:03The 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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December 31, 2025: Year in Review - Legislative Wins, Market Challenges, Looking Ahead
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1:54Your daily briefing on affordable housing. Today: 2025 year in review - OBBA victories, market headwinds, deal activity milestones, and what to expect in 2026.Av Spring Street Management Group
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AI Is a Power Problem, Not a Software Problem
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3:01The 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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Why Modular Fails More Often Than It Should
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3:06Modular 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
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1:51Your 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.Av Spring Street Management Group
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December 29, 2025: Section 8 Changes Coming, Enhanced HUD Oversight, HOTMA Updates
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1:59Your daily briefing on affordable housing. Today: Section 8 program changes for 2026, enhanced HUD oversight measures, Tucson closes waitlists, and HOTMA implementation continues.Av Spring Street Management Group
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December 28, 2025: One Big Beautiful Bill Six Months In, 2026 LIHTC Preview
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2:10Your 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.Av Spring Street Management Group
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December 22, 2025: Section 8 Funding Crisis, Housing Act Passes, HUD Injunction
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2:21In 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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