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1 revisions for "Berkshire Hathaway's $8.5 Billion Bet on Taylor Morrison: A Housing Thesis Years in the Making"

#1
Anonymous13 days ago

Berkshire Hathaway has agreed to acquire homebuilder Taylor Morrison for $72.50 per share in cash — a 24% premium to the pre-announcement close — valuing the company at $6.8 billion in equity and $8.5 billion including debt. The deal, one of the first major moves under new CEO Greg Abel, signals Berkshire's conviction that a persistent U.S. housing shortage of roughly 3.8 million units will sustain demand for new construction through an eventual decline in mortgage rates, while raising questions about cyclical timing, antitrust scrutiny, and what the deal means for the remaining mid-tier public homebuilders.

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