BRK-B · News · 20260828N

Housing Market Demand Outlook

BERKSHIRE HATHAWAY INC · 2026-08-28 · Importance 17 · Surprise 24

U.S. home prices remain elevated while mortgage rates are keeping prospective buyers on the sidelines. New-home sales have weakened, creating demand risk for Berkshire Hathaway’s housing-related businesses, including Clayton Homes. The reporting does not quantify the effect on Berkshire’s revenue, assets, margins, or capital expenditures.

Key facts

• Warren Buffett retired as CEO of Berkshire Hathaway on Dec. 31. source
• Coca-Cola remains a foundational puzzle piece for Berkshire Hathaway. source
• Bank of America is not a foundational puzzle piece for Berkshire Hathaway. source