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All Episodes

Built Different — 98 episodes

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Title
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Episode 98: Sunbelt Modular's 4-Way Merger With Titan Group

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Episode 97: The $124B Estimating Bottleneck

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Episode 96: ProSet Modular Scales National Install Capacity

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Episode 95: Data Center Boom Reshapes the ENR Top 400

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Episode 94: Data Center Build Boom Rewrites GC Playbook

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Episode 93: Modular Contracts: What Canadian Projects Get Wrong

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Episode 92: Alora at Dry Creek and the Case for Repeatable Modular

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Episode 91: Mind the Gap: Onsite vs. Offsite Interface Risk

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Episode 90: Manufactured Housing's $2 Trillion Blind Spot

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Episode 89: Hanford's $45B Waste Removal Enters New Phase

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Episode 88: 1872's $15M Bet on AI-Native Steel Fabrication

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Episode 87: MBI Sues Oregon Over Prevailing Wage Extraterritorial Reach

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Episode 86: ESI's AI Flywheel: Semiconductors, Data Centers & Growth

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Episode 85: Taylor Morrison's Offsite Math: 16% Premium to 0.7%

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Episode 84: Structured Data Is the Real AI Moat in Construction

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Episode 83: $234M Floods Into Construction Robotics and AI

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Episode 82: AI Agents Targeting Preconstruction Scoping Gaps

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Episode 81: Mass Timber in Hurricane Country: T3 FAT Village

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Episode 80: Procore's $845M DroneDeploy Acquisition

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Episode 79: Massachusetts Prompt Pay Ruling: What Contractors Must Know

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Episode 78: Google's $205B CapEx Bet on AI Infrastructure

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Episode 77: The 100 GW Power Gap Reshaping Data Center Construction

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Episode 76: McKinsey's AI Automation Blueprint for Construction

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Episode 75: Data Center Build Speed vs. Execution Risk

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Episode 74: New York's Data Center Permitting Moratorium

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Episode 73: Holtec Nuclear IPO and the SMR-300 Bet

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Episode 72: MBI's $20.5B Modular Market Report

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Episode 71: The Steel Chassis Is Going Away

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Episode 70: Milwaukee's Tallest Mass Timber Tower Heads to Foreclosure

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Episode 69: Suffolk and DPR Bet on AI Hiring Platform Skillit

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Episode 68: Government-Backed Modular Factories Are Spreading

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Episode 67: The Capital Stack Problem Stalling Modular's Scale

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Episode 66: Suffolk's "Jobsite of the Future" AI Engineer Push

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Episode 65: AI Data Centers Are Now City-Scale Infrastructure

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Episode 64: Construction Confidence Holds While Rate Expectations Flip

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Episode 63: Mass Timber Cracks the Lab Building Code at OSU

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Episode 62: Cambria Hotel O'Fallon Sets Modules in 8 Days

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Episode 61: Hagerty's Freedom to Build Act and Modular Reciprocity

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Episode 60: Meta's $115M Craft Labor Bet for AI Data Centers

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Episode 59: Prefab's Play in the Data Center Build Surge

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Episode 58: Pennsylvania SB 908 Targets Modular Factory Wages

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Counterparty Risk: What Happens If Your Factory Fails

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Schedule Risk: Why Modular Projects Still Run Late

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Design Liability: Who's Responsible When Modules Don't Work?

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Labor Risk at the Factory: When Workers Walk

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Supply Chain Risk: When Your Factory Can't Get Materials

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Exit Strategies: How Modular Affects Disposition and Refinance

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Tax Implications of Modular: Depreciation, Sales Tax, and Property Tax

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Insurance Gaps in Modular: What Your Policy Doesn't Cover

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Factory Financing: The Missing Piece of Modular Capital

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Equity vs. Debt: How Capital Stack Changes for Modular

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Commissioning Modular: Getting to Certificate of Occupancy

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The Punchlist Problem: Why Modular Projects Finish Slow

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Weather Windows and Set Sequencing

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The GC's Role in Modular: What Changes and What Doesn't

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The Set Day: What Actually Happens When Modules Arrive

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The Finish Package Trade-Off: Factory vs. Field

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Corridor and Core Strategy: Where Modular Gets Complicated

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Bathroom Pods: The Module Within the Module

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The Module Size Question: Bigger Isn't Always Better

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Design for Modular: What Architects Get Wrong

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What Has to Change for Modular to Scale

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The Lender Education Problem

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Why Developers Keep Saying No to Modular

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The Factory Capacity Problem

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Where Modular Is Actually Winning—and Where It's Not

67

The Break-Even Point: When Does Modular Make Sense?

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When Modular Costs More—and Why That's Sometimes Fine

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The Carry Cost Advantage Nobody Models

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Why Repetition Drives Modular Economics

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The Real Economics of Modular: What the Pro Forma Misses

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Regulatory Risk: When the AHJ Doesn't Know Modular

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The Interface Problem: Where Factory Meets Field

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Transportation Risk: What Happens Between Factory and Site

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The Risks Nobody Talks About in Modular

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Factory Concentration Risk: When Your Whole Project Lives in One Building

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Speed-to-Revenue: The Modular Finance Edge Nobody Measures

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What Institutional Capital Actually Wants from Modular

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Factory Deposits: Who Owns the Risk?

80

The Draw Schedule Problem in Modular Finance

81

Why Lenders Don't Understand Modular—Yet

82

Steel vs. Wood: What the Numbers Actually Show

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Why Concrete Developers Are Looking at Steel Modular

84

Fire, Termite, and Moisture: The Durability Case for Steel

85

The Weight Problem: Why LGS Enables Taller Modular

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Why Light Gauge Steel Over Wood in Modular

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The Coordination Gap Between Factory and Field

88

Why Lenders Still Struggle with Modular Projects

89

Where Modular Actually Saves Money—and Where It Doesn't

90

Why Site Work Still Controls the Timeline

91

Why Transportation Is a Construction Risk, Not a Logistics Detail

92

The Hidden Cost of Design Freeze

93

Why Sequencing Determines Success or Failure

94

What No One Models in Modular Schedules

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Why Early Design Decisions Matter More in Modular

96

The Factory Doesn't Remove Risk, It Relocates It

97

Speed Isn't the Advantage—Certainty Is

98

Why Modular Fails More Often Than It Should