Why hazard insurance is becoming a housing market constraint

June 15, 2026 by bp56691

The U.S. needs a new strategy to address the significant recovery costs following large-scale disasters Disasters such as fires, floods and tornadoes are striking a widening geographic area across our country, and their frequency appears to be rising. The cobbled-together framework of consumers’ hazard insurance policies, state insurance programs, the national flood insurance program, and […]

Berkshire Taylor Morrison deal puts vertical integration in focus

June 4, 2026 by bp56691

Berkshire Hathaway’s planned acquisition of Taylor Morrison has opened the door for us to explore a set of uber-themed questions: about homebuilders’ present and future valuations, leadership and scale, and to the question that public homebuilder boards may now be asking: whether to build toward greater scale or join it. A related question may be […]

Ten years after: Schaefer Homes revs up its engines for growth

June 4, 2026 by bp56691

Schaefer Homes increased sales 68.3% to 31 homes in 2025, while building a 14-person team and tightening operations for growth

Who can buy a top-20 builder now? Berkshire resets board calculus

June 3, 2026 by bp56691

Berkshire Hathaway‘s planned acquisition of No. 6-ranked homebuilder Taylor Morrison begs big follow-on questions. These mostly spring from who this particular buyer is and the moment they have chosen. One way or another, these follow-up questions may prompt homebuilding leaders to revisit a core imperative many believed they had solved eons ago. For decades, the […]

Why Taylor Morrison’s integration playbook matters in builder M&A

June 2, 2026 by bp56691

Flashback Shortly after Sheryl Palmer became chief executive officer of Taylor Morrison in 2007, I met with her in Scottsdale, Arizona, to discuss a challenge that would have intimidated many experienced homebuilding leaders. The company she had inherited was not merely navigating the early stages of what would become the worst housing downturn in modern […]

BOXABL expands offerings with ‘kit-of-parts’ modular platform

June 2, 2026 by bp56691

Boxabl is expanding from its Casita ADU to a Phase 2 catalog built from 3 standardized modules. A beta configurator shows 20 plus housing types, including single-family, townhomes, and multifamily, though availability depends on approvals and manufacturing scale.

Cole West promotes Chris Winter to President of Homebuilding

June 2, 2026 by bp56691

Cole West named Chris Winter president of homebuilding. He has led more than 1,400 home deliveries as Southern Utah division president.

Berkshire Taylor Morrison deal focuses on scale and ecosystems

June 1, 2026 by bp56691

[Editor’s Note: Berkshire Hathaway‘s planned acquisition of Taylor Morrison is one of those rare transactions whose significance extends well beyond the companies involved. Today’s analysis examines the deal through a broad strategic lens, exploring why Berkshire may be betting not simply on a homebuilder, but on a leadership team, a scalable operating platform and the […]

Berkshire Hathaway to buy Taylor Morrison in $8.5 billion all-cash deal

May 31, 2026 by bp56691

Berkshire Hathaway Inc. has agreed to acquire Taylor Morrison Home Corporation in an all-cash deal valuing the national homebuilder at approximately $8.5 billion, the companies announced Friday. Under the definitive agreement, Berkshire will pay $72.50 per share in cash, a 24% premium to Taylor Morrison’s closing price of $58.50 on May 29, 2026. The transaction […]

Beazer takeover bid tests book value and returns

May 29, 2026 by bp56691

Hostile takeovers don’t happen often among publicly traded companies in America, and they’re even rarer in U.S. homebuilding. So a little over a week of public quiet during Dream Finders Homes’ hostile pursuit of Beazer Homes should not be mistaken for inaction. Rather, this may be the phase when the under-the-hood work moves out of […]