Warren Buffett Just Bet $1B on New Construction | What It Means for DFW Buyers

What does Warren Buffett’s billion dollar bet on new construction mean for homebuyers in Dallas Fort Worth? In this video, we break down why Berkshire Hathaway is backing builders like Lennar and D R Horton and what that could mean for your next move in the DFW market. You’ll learn the reasons behind Buffett’s investment, from interest rates and build-to-rent strategies to the long-term play on land ownership and housing demand.

More importantly, I’ll share what this means for you if you’re buying in Dallas Fort Worth right now. We’ll cover whether these big builder bets actually benefit local buyers, the alternatives that might offer better quality or value, and how to make a smarter decision in today’s housing market. If you’re thinking about new construction in DFW, this video will help you cut through the headlines and focus on what matters most for your home search.

🤔Want to talk about moving to DFW? 🤠
📝 Let me Help! https://bit.ly/WorkwithZaksurvey
📅 Book time in my Calendar: https://zakschmidt.com/book-a-call
✨ Join the Inner Circle Email Newsletter: https://app.zakschmidt.com/join-my-inner-circle-email-list
📚 7-Day New Construction Buyer Crash Course: https://app.zakschmidt.com/7-day-crash-course

🚚 Moving to TEXAS? I’d Love to Help!

📲 469-707-9077
📧 [email protected]
👋 Zak Schmidt, Lic# 0759608
🏆 Brokered by: eXp Realty, Lic# 603392

New Homes:

Relocation Guide - https://bit.ly/zaksrelocationguide
300-450k new homes - https://bit.ly/NH300-450
400-550k new homes - https://bit.ly/NH400-550
500-650k new homes - https://bit.ly/NH500-650
600-750k new homes - https://bit.ly/NH600-750
700-850k new homes - https://bit.ly/NH700-850
800k+ new homes - https://bit.ly/NH800-

Highly Recommended Videos:
🌆 Rockwall Texas Complete Vlog Tour: https://youtu.be/E2UqQWgAI9I
🤠 Forney Texas Explained: https://youtu.be/J3iLZRLnXGg

Preferred Partners
🏦 Lender Partner:
Jared Wilson - https://jaredwilson.benchmark.us/
Natalie Davenport - https://sfmc.com/loan-officer/natalee-davenport/
🔬 Inspector Partner: https://texasdhi.com/
📽️ YouTube Marketing for Realtors: zakschmidt.com/youtubehelp

Connect
🌐 Website: zakschmidt.com
📺 YouTube: https://www.youtube.com/channel/UCQbdvmyNecABLxZIfTKZC-Q
📲 Facebook: https://www.facebook.com/ZakSchmidtRealtor
📱 Instagram: https://www.instagram.com/schmidt_zak/
💼 LinkedIn: https://www.linkedin.com/in/zak-schmidt-214b33100/

Disclosures
📝 IABS- https://drive.google.com/file/d/1kMvDAwhpw_J13pqymR5n27y_eY2nnMff/view
😀 Info provided is opinion and for entertainment purposes.
💰 Links shared may be affiliate links to products or services. We may receive a commission, discount or benefit for purchases made through these links.

🔎 Sources
Niche, Wikipedia, TravelTime, Census, Real Estate Commission, NTREIS
😀 Info provided is opinion and for entertainment purposes.
💰 Links shared may be affiliate links to products or services. We may receive a commission, discount or benefit for purchases made through these links.

00:00 - Buffett/Berkshire put nearly $1B into homebuilders (7 theories teaser)
01:14 - Context: SEC filings, amounts, and creator’s stance on Lennar & D.R. Horton
02:21 - Theory 1: Rates drop → builders surge (buydowns, in-house mortgage/title)
04:24 - Theory 2: Rates stay high → institutional build-to-rent expansion
06:32 - Theory 3: Vertical + volume integration (Clayton Homes + control of starter supply)
09:08 - Theory 4: Survival of the biggest (land positions, unit flow, acquisitions)
11:19 - Theory 5: Hedge vs. inflation (parking capital in land)
11:46 - Theory 6: Political tailwinds (affordability incentives/subsidies)
12:25 - Theory 7: Psychology—be greedy when others are fearful
13:02 - DFW alternatives: builders he recommends (Meritage, Trophy, Highland, etc.)
14:16 - When D.R. Horton can make sense (recent client experiences)
15:00 - QR code/site: browse builders & floor plans; how he can help
15:26 - Outlook: where to find deals heading into next year
16:09 - Tell us your take & wrap-up

Warren Buffett Just Bet $1B on New Construction | What It Means for DFW Buyers
#berkshirehathaway #builders #zakschmidt


Did you miss our previous article...
https://trendinginrealestate.com/commercial-real-estate/how-to-secure-profitable-offmarket-deals-using-private-money-strategies-with-jay-conner