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
  
  

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