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Strategic Advantage

Learning, capital, and demand: The critical levers for homebuilders in 2026

Homebuilders, Leadership, Residential Real Estate, Strategic Advantage, The Builder's Daily /

Many owners, presidents, CEOs, and business leaders we’ve gotten to know over the years at America’s homebuilding firms begin and end each day by turning on the lights, making coffee, and setting out to improve at least three aspects of their operations. January 5, 2026. January 6, 2026. January 31, 2026. And eventually, on December […]

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Berkshire exits D.R. Horton, adds to Lennar — what it means for homebuilders

Homebuilders, Leadership, Lennar, Strategic Advantage, The Builder's Daily /

While headlines scream that Berkshire Hathaway has taken a $4-plus billion position in Alphabet, a quieter, “closer-to-home” move slips into the latest 13F filing. In the same quarter that Berkshire built its stake in Google’s parent, it closed out its position in D.R. Horton and added to its stake Lennar. For the broader market, that’s

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