Berkshire Hathaway Acquires Taylor Morrison For $8.5 Billion

On today’s Hot Sheet, Byron Lazine covered Logan Mohtashami’s Housing Market Tracker showing housing inventory turned negative year over year for the first time in 2026, the BEA’s April PCE report, and Census Bureau data showing new home sales fell 6.2% month over month.

He also broke down Berkshire Hathaway’s $8.5 billion acquisition of Taylor Morrison Home, a major vote of confidence in the housing market despite affordability challenges and elevated mortgage rates.