The Real Signal #150 - Build-To-Rent Positive Housing Signal

Plus: PPI Inflation Down And Logistics Volumes Down

Sep 13, 2025

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Build-To-Rent Positive Housing Signal

Scott Choppin Note:

Warren Buffett is notorious for hating real estate as an investment vehicle. Yet, earlier this year, Berkshire made a major bet on two homebuilding companies - Lennar and DR Horton (likely sanctioned by Buffett lieutenants Weschler and Combs).

I am making the argument that the Berkshire investment…

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