Taylor Morrison
Taylor Morrison Home Corp is an American residential construction company engaged in residential homebuilding and the development of lifestyle communities. It designs, builds, and sells single and multi-family detached and attached homes in traditionally high growth markets for entry level, move-up, and resort lifestyle buyers. The company has four reportable segments: East, Central, West, and Financial Services. The majority of the company's revenue is derived from its West Segment.www.taylormorrison.com
35
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23
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23
PODCASTS
Search complete. 35 mentions across 23 episodes found for "Taylor Morrison".
Nov 6, 2026
Jake HellerHOST
So a lot of entry homes, obviously a big topic of discussion at this moment in time.
Jake HellerHOST
And based on last year's closings, Horton sold more homes than... excluding Lennar, which is the second largest builder, but they sold more homes than five of the next largest publicly traded builders, right? Pulte Group, NVR, Meritage, Taylor Morrison, all of those folks, right? So about 84,000 homes.
Jake HellerHOST
And its average closing price was $363,600.
Jake HellerHOST
Which is crazy to think about
Chris NaghibiHOST
NVR, just above 20,000.
Chris NaghibiHOST
Taylor Morrison, below 20,000.
Chris NaghibiHOST
KB Homes.
Chris NaghibiHOST
Wow, some of the biggest names I've ever heard of are significantly smaller than I thought.
Katie LoxtermanGUEST
Great builder.
Katie LoxtermanGUEST
I work for Taylor Morrison.
Katie LoxtermanGUEST
We do build in Dallas.
Ken WallsHOST
Okay, do you? Okay, okay.
Sharran SrivatsaaHOST
Therefore, the prices of homes are going up.
Sharran SrivatsaaHOST
And so what did Berkshire Hathaway do? They have bought multiple home builders, Taylor Morrison, Pulte, and they just made a massive investment in D.R.
Sharran SrivatsaaHOST
Horton.
Sharran SrivatsaaHOST
And these are publicly traded home builders, and they have figured out how to actually make a big investment in them.
Graeme HolmHOST
Now, if you look at America that we tend to follow a little bit, Berkshire Hathaway, Buffett stepped down, Greg Abel stepped in.
Graeme HolmHOST
$6.8 billion, they acquired Taylor Morrison.
Graeme HolmHOST
They put another $2.2 billion into TPG and Lenar.
Graeme HolmHOST
And they're getting to the point where it looks like their goal is 20, 30% of every area is going to be owned by these build to rent conglomerates.
Mike ArmstrongHOST
P-H-M is Pulte.
Mike ArmstrongHOST
Taylor Morrison.
Mike ArmstrongHOST
Who else you got? NVR.
Mike ArmstrongHOST
What's NVR? I don't know.
Mike ArmstrongHOST
Okay, who else you got? I got $10 billion in revenue, though.
Mike ArmstrongHOST
Taylor Morrison.
Mike ArmstrongHOST
Taylor Morrison.
Chuck ZoddaHOST
Let's see.
Julie HarrisHOST
Okay, that's a year-end promotion and there's tons of these going on.
Julie HarrisHOST
Taylor Morrison, who is in several states, has a 4.25% for the first seven years.
Julie HarrisHOST
They're probably going to move or refinance within seven years.
Julie HarrisHOST
4.25% in an environment of seven and a half on a resale.
Lance LambertGUEST
And then here you can see S&P 500.
Lance LambertGUEST
And so early on this year, Lenore bought Taylor Morrison, I mean, sorry, Berkshire Hathaway bought Taylor Morrison, seventh largest builder in the country.
Lance LambertGUEST
They took their site building from Taylor Morrison and put it with their site building from Clayton.
Lance LambertGUEST
Clayton properties is, you know, had historically been a modular builder manufactured homes.
Lance LambertGUEST
You'll see them sometimes if you're driving down the highways in some rural parts of the country, you'll see them out there selling them.
Lance LambertGUEST
By last year, they were the 12th largest site built home builder in the country.
Lance LambertGUEST
That does not include any of their manufactured homes in that being the 12th largest.
Lance LambertGUEST
And then now with Taylor Morrison, the seventh largest, Berkshire is rolling it all together.
Simon BelangerHOST
So this is definitely a space that I'm looking at, but I have to say you have to stick with quality, but you can get quality at a pretty reasonable valuation right now.
Dan KentHOST
Yeah, I think Berkshire bought Taylor Morrison as well, which is another home builder.
Dan KentHOST
They're kind of betting on the U.S. housing market hitting a bottom.
Dan KentHOST
And what are mortgage rates at, like 7.5%? They've got to be over 7% by now, so that's probably a long-run play.
Adam PattyGUEST
But, you know, they're pretty intelligent.
Adam PattyGUEST
You know, they've been in the in the market for a while with Taylor Morrison.
Adam PattyGUEST
They merged it with their Clayton hole builders.
Adam PattyGUEST
They've been buying more of Lenar.
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