Berkshire Hathaway bets $6.8B on housing amid weakening U.S. market demand signals

Berkshire Hathaway, under CEO Greg Abel, has significantly increased its housing market exposure by acquiring Taylor Morrison Home for $6.8 billion and boosting stakes in Lennar and D.R. Horton. This move comes as U.S. housing demand weakens, with pending home sales hitting historic lows and new-home sales falling sharply. While this timing appears risky given current market softness, Berkshire’s long-term investment horizon suggests patience, betting on eventual market recovery. Investors should not expect a quick rebound but be prepared for a prolonged wait if they follow this housing bet.