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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam   😊 😞
Number: of 21944 
Subject: Re: Another Builder Acquired
Date: 07/10/26 7:29 PM
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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?
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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