No. of Recommendations: 8
McGuinn Homes isn’t just a for-sale homebuilder. Sources tell ResiClub that Build-to-Rent (BTR) has, at times, made up the bulk of McGuinn’s business. This latest deal gives Berkshire even more exposure to the BTR sector—which appears to be just days away from receiving a federal blessing if the 21st Century ROAD to Housing Act becomes law.
With Taylor Morrison’s 12,997 closings, Clayton Properties’ 9,953 closings, and McGuinn’s 993 closings combined that’s roughly 23,943 closings in 2025—which, by ResiClub‘s back-of-the-envelope analysis, would make Berkshire Hathaway the No. 4 largest site-built homebuilder in the United States, leapfrogging multiple established players (including NVR) and trailing only D.R. Horton, Lennar, and PulteGroup.
Taken together, the Taylor Morrison deal and the McGuinn add-on point to the same conclusion: Berkshire Hathaway is leaning further into site-built homebuilding at a moment when some in the industry have pulled back amid softer conditions in core homebuilding markets in the Sun Belt. Berkshire, with its famously patient capital and lack of pressure from Wall Street’s quarterly clock, is betting that scale and staying power matter more in this environment, not less.
stocks.apple.com: Warren Buffett’s heir just made another big housing market bet. Why?