510 | Berkshire Bets $8.5B Into Housing & Fannie Predicts Recovery - Not Your Average Insights
Berkshire Hathaway has agreed to acquire Taylor Morrison, one of the nation’s largest public homebuilders, in a deal valued around $8.5 billion including debt. The interesting part is the timing: homebuilder sentiment, new home sales, affordability, and buyer confidence are still challenged, but Fannie May has recently released a slow-and-steady housing recovery forecast.
We'll dive into why Berkshire is making this bet now, and what Fannie sees in our latest edition of Not Your Average Insights!
This is where JWB Co-founder, Gregg Cohen, and show host, Pablo Gonzalez, pick recent news stories and add the perspective real estate investors aren't getting from the media.
This week they'll talk about:
- Does Berkshire think we're at the bottom of the market?
- Why Berkshire is paying a premium price to get into the housing market under these economic conditions?
- What happens if Fannie May is right (or wrong)?
- and more!
Come be a part of the conversation, and help us dig into the non-obvious insights that investors can use to make smart decisions.
Listen NOW!
Chapters:
00:00 Headlines And Housing Bottom
01:29 Show Welcome And Banter
02:04 3.99% Mortgage Program
04:29 Berkshire’s $8.5B Housing Bet
05:25 Why Buffett Buys Builders
13:34 Global Builder Consolidation
16:05 Fannie Mae Market Forecast
18:53 Jacksonville Data Deep Dive
24:29 Investor Mindset And Q&A
29:12 Policy Hopes vs Reality
29:47 Build to Rent Impact
30:43 Builders and Cycles
32:32 JWB Recession Playbook
37:16 Deep Pockets Advantage
39:40 Rents for Retirement
40:12 Real Estate Cycle Myth
42:23 Home Prices Rarely Fall
45:45 Rates vs High Floor
47:07 Deferred Maintenance Rules
49:56 3.99 Rate and Lenders
51:24 Stop Waiting to Buy
53:00 Community and Next Week
Stay connected to us!
Join our real estate investor community LIVE:
https://jwbrealestatecapital.com/nyai/
Schedule a Turnkey strategy call:
https://jwbrealestatecapital.com/turnkey/
*Get social with us:*
Subscribe to our channel @notyouraverageinvestor
Subscribe to @JWBRealEstateCompanies
🌐 Facebook Group - https://www.facebook.com/groups/rentalpropertyinvesting
📸 Instagram - https://www.instagram.com/nyai_community
📸 Instagram - https://www.instagram.com/jwbrealestatecompanies
We'll dive into why Berkshire is making this bet now, and what Fannie sees in our latest edition of Not Your Average Insights!
This is where JWB Co-founder, Gregg Cohen, and show host, Pablo Gonzalez, pick recent news stories and add the perspective real estate investors aren't getting from the media.
This week they'll talk about:
- Does Berkshire think we're at the bottom of the market?
- Why Berkshire is paying a premium price to get into the housing market under these economic conditions?
- What happens if Fannie May is right (or wrong)?
- and more!
Come be a part of the conversation, and help us dig into the non-obvious insights that investors can use to make smart decisions.
Listen NOW!
Chapters:
00:00 Headlines And Housing Bottom
01:29 Show Welcome And Banter
02:04 3.99% Mortgage Program
04:29 Berkshire’s $8.5B Housing Bet
05:25 Why Buffett Buys Builders
13:34 Global Builder Consolidation
16:05 Fannie Mae Market Forecast
18:53 Jacksonville Data Deep Dive
24:29 Investor Mindset And Q&A
29:12 Policy Hopes vs Reality
29:47 Build to Rent Impact
30:43 Builders and Cycles
32:32 JWB Recession Playbook
37:16 Deep Pockets Advantage
39:40 Rents for Retirement
40:12 Real Estate Cycle Myth
42:23 Home Prices Rarely Fall
45:45 Rates vs High Floor
47:07 Deferred Maintenance Rules
49:56 3.99 Rate and Lenders
51:24 Stop Waiting to Buy
53:00 Community and Next Week
Stay connected to us!
Join our real estate investor community LIVE:
https://jwbrealestatecapital.com/nyai/
Schedule a Turnkey strategy call:
https://jwbrealestatecapital.com/turnkey/
*Get social with us:*
Subscribe to our channel @notyouraverageinvestor
Subscribe to @JWBRealEstateCompanies
🌐 Facebook Group - https://www.facebook.com/groups/rentalpropertyinvesting
📸 Instagram - https://www.instagram.com/nyai_community
📸 Instagram - https://www.instagram.com/jwbrealestatecompanies
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