Berkshire Hathaway recently placed nearly $1 billion in new equity stakes into two of the nation’s largest homebuilders— Lennar ($780M) and D.R. Horton ($190M). Combined with Berkshire’s longstanding ownership of Clayton Homes, the nation’s largest builder of manufactured and modular housing, this move represents a powerful endorsement of large-scale, attainable housing.
For investors, this isn’t a routine portfolio shift. It’s a strategic signal that the fundamentals of housing—undersupply, affordability, and institutional demand—are driving long-term capital decisions at the highest level.
The U.S. housing shortage is measured in millions of units. National builders like Lennar and D.R. Horton are increasingly serving institutional buyers—Wall Street firms, REITs, and funds acquiring homes in bulk for rental portfolios. Berkshire’s investments confirm that Build-to-Rent is here to stay and that housing will remain a core institutional asset class.
Clayton Homes proves that attainable, precision-built housing is both socially necessary and financially attractive. Berkshire’s ownership underscores that modular and manufactured housing aren’t fringe alternatives—they are mainstream, investable solutions.
About Fort + Home Developments
While Berkshire is playing on the national stage, Fort + Home applies this strategy regionally. Western Colorado faces a severe housing shortage, and institutional builders are not yet active at scale. By balancing Build-to-Rent (long-term income and stability) with Build-to-Sell (capital recycling and homeowner opportunity), Fort + Home ensures resilient returns while directly addressing local family needs.
A balanced pipeline between Build-to-Rent and Build-to-Sell provides diversified revenue and resilience across market cycles.
With in-house development, offsite construction, property management, and brokerage, we capture margin across the entire value chain—a strength typically reserved for national builders and Berkshire-owned companies.
Our strategy is purpose-built for Western Colorado, where demand far outpaces supply. This allows us to dominate the attainable housing segment in a high-need, underserved market.
Fort + Home is advancing attainable, precision-built housing in Western Colorado. Join us as an investor and participate in a strategy that aligns with Berkshire Hathaway’s thesis while directly solving the housing crisis.