#346 Why Warren Buffett Just Bet Big on Homebuilders

08/09/2025 14 min
#346 Why Warren Buffett Just Bet Big on Homebuilders

Listen "#346 Why Warren Buffett Just Bet Big on Homebuilders"

Episode Synopsis

When Warren Buffett makes a move, investors take notice. He just poured nearly $1 billion into homebuilders Lennar and D.R. Horton—despite a sluggish housing market. In this episode, Ron Phillips breaks down Buffett's bet, why real estate fundamentals still point upward, and what most people get wrong about interest rates and mortgages. If you're waiting on the sidelines or already investing, this episode shows why Buffett's strategy matters for you. WHAT YOU'LL LEARN FROM THIS EPISODE   Reasons why Warren Buffett invested heavily in Lennar and D.R. Horton despite a sluggish housing market How long-term supply and demand dynamics make residential real estate a solid bet The critical role of land banking in positioning builders for rapid growth Why Fed rate cuts and mortgage rates aren't the same thing and why waiting for the Fed may be a mistake What Buffett's strategy signals for investors who are debating whether to act now or hold cash RESOURCES MENTIONED IN THIS EPISODE DR Horton Lennar  Jerome Powell CONNECT WITH US: If you need help with anything in real estate, please email [email protected]  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter