저자: ClaytonMorris · 외국인
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워런 버핏이 부동산 투자에 적극적이라는 뉴스 정리 영상으로, 버크셔 해서웨이의 스토어 캐피털 약 3억7700만 달러 투자와 주택 관련 자회사 확장을 소개한다. 버크셔는 애리조나 기반 부동산 투자신탁 스토어 캐피털에 약 3억7700만 달러를 투자했고, 이 회사는 전국 식당·상업용 부동산 등을 보유하며 1,750개 자산, 48개 주에 걸쳐 있다고 언급된다. 버크셔 계열사로 미국 2위 주거용 부동산 중개사 HomeServices of America와 조립식 주택 제조사 Clayton Homes가 언급된다. 진행자는 이를 버핏이 신규 주택 건설·제조까지 노리는 신호로 해석한다. 거시 배경으로는 중국 채권·주식시장 변동성, 유로존 부채 문제, 브렉시트, 일본 시장 불안이 거론되며, 상대적으로 안정적인 미국 부동산으로 자금이 몰린다는 논리가 제시된다. 미국 신규 주택 착공은 과거 버블기 약 250만 호에서 현재 약 150만 호 수준으로 줄었으나 건전한 속도라고 평가된다. 대출 심사가 소득·고용 기반이라 과열이 아니라는 주장이다. 노동력 부족(숙련공 구인난)이 미국 경제의 약점으로 지적되며, 트럼프 행정부의 도제 프로그램이 도움이 될 수 있다고 언급된다. 진행자는 버핏의 부동산 확대를 긍정적으로 보며, 주식 보유자에게는 불안할 수 있다고 덧붙인다. 영상 말미에는 구독·댓글 요청과 부동산 투자 교육 콘텐츠 홍보가 이어진다. 분석 대상 종목·자산에 대한 구체적 가격 방향 예측은 없다.
다듬은 글
legendary investor Warren Buffett is excited about real estate investing and that's Today's Show let's dive into it hey everyone I'm Clayton Morris I've rehabbed thousands of homes I'm a longtime real estate investor and this show is all about building passive income and the vehicle that we use is Buy and Hold real estate we we rehab our properties we place great tenants in those properties and we want to hold them for the rest of our lives and this whole channel is devoted to helping you do that and to uh live out a life that you really really want so that's what this whole channel is all about today we're going to talk a little bit real estate news now you've maybe heard me talk here on the show a little bit recently about some of the BigTime investors and what they're doing uh in the space of real estate well Warren Buffett of course if I don't know if you if there's probably one investor who you should know about it's Warren Buffett right the billionaire the multi-billionaire one of the smartest investors of all time the owner of Berkshire uh Burkshire Hathaway The Oracle of Omaha as he has long been known as he's been always a safe investor and he never invests in things that he doesn't understand that's one of his old adages well he's recently in the past few years started to dive deep into real estate investing and I wanted to analyze some of his deals recently and I wanted to analyze and kind of understand more about what he's doing and why this is so important and you know there's a lot of experts right now soothsayers who are saying that we're seeing some trouble in the stock market I've talked about this here on the show we've had some experts on our show to talk about the coming volatility number one we're looking at volatil volatility out of China and the Chinese bond market where where the Chinese government is actually buying up its own stock in order to keep the country Al flat that's trouble there's a lot of debt in China right now we're also noticing that there's big troubles in the Euro zone of course we saw excuse me what unfolded with the brexit and we see some other areas with countries with a lot of a lot of debt uh Greece and others we're seeing trouble in Japan we're seeing a lot of problems in the Japanese Market where everyone is looking is the United States and one of the most stable areas of investment for a lot of these investors is in the real estate sector so Warren Buffett devoting himself right now to really educating himself on real estate over the past three years and the big news over the past few weeks is that Berkshire Hathaway Warren Buffett's company has now invested a huge sum of money nearly $400 million into a real estate investment company now this was a few years in the making and what did he do well he and his team analyzed the Holdings they looked at meetings they got tight with the company to figure out what exactly uh they were investing in the company was called Storehouse and they own a lot of uh real estate um across the country in form of restaurants Commercial properties uh some different companies actually and and some residential real estate as as well and so Warren Buffett went all in on this company he called them up just a few weeks ago and says we like to make an investment so $377 million invested in Storehouse store Capital which is an Arizona based company in Scottsdale but they own real estate all across the country so actually they don't own very much in Scottsdale at all they own a lot of properties around the country um and they bought it for about um they they bought it for uh about two $22 um oh sorry they bought it for about $2 and it skyrocketed of course it was an investment trust so it skyrocketed but I want to kind of analyze a little bit what else he's doing because it's not just about this company I didn't realize that Warren Buffett has been devoted to real estate or really kind of diving deep into real estate when he he's talking about that he's really bullish on it he's excited about the real estate market right now because you know the real estate in the United States uh is has been fantastic fantastic because we're seeing appreciation we're also seeing stability we're seeing long-term growth and this is great news for us as Real Estate Investors if Warren Buffett the Oracle of Omaha sees real estate as a real valuable part of his portfolio he thought that real estate was undervalued in his portfolio so by buying 10% of Berkshire haway stock is now invested in real estate from this one portfolio it's pretty incredible and guess what he now owns a portion of7 00 properties with that one purchase he now owns 1750 properties in 48 states I mean think about that for a second right some of us may be struggling to just get our first property he just in one Fell Swoop buys 1,700 of them in 48 states pretty remarkable so let's di into uh let's dive into a little bit of some of his other Holdings because I I I was fascinated about this so birkshire Hathaways uh other Holdings include Home Services of America which is the second largest US residential real estate brokerage uh Clayton holes Great Name by the way Clayton Holmes but they make manufactured housing and he has also the that's in Omaha the Omaha Nebraska based conglomerate also has more than 90 other business units so I'm excited about it I think this is incredible move from from buying properties um it what's what's amazing is that now he adds thousands of properties to his portfolio he already owns a whole slew of Residential Properties he's also now vested in new home construction new home manufacturing which is really telling now just pause there for a moment if you don't take anything else away from this video today or this audio I want you to think about Warren Buffett investing in real estate in such a way that he is excited about new construction now what did we report here on the show before we talked about new construction starts new home starts in this country are up significantly however not Bubble Up what does that mean well back before the bubble we saw about 2 and a half million new homes popping up why because at the time we knew that these new homes popping up a lot of individuals could get mortgages for pennies on the dollar they could go in there for 100% financing they didn't even have to have a job they didn't have to have income they could just go in and get a mortgage and get a brand new $400,000 home right we saw police officer and firefighters buying $500,000 homes in California it was insane Insanity right so we saw about 2 and A5 million new homes being built right around now we're seeing about 1.5 so a little over half but at a healthy Pace according to the experts because the people that are buying these homes actually can afford them they're getting mortgages based on their income based on their employment we're seeing other businesses hiring right now we're seeing companies starting to spend money on their own internal infrastructure so buying new computers new office equipment those types of things and trying to hire if there's one weakness right now in the US economy it's over the ability of finding Quality Labor in the United States for instance I read an article in the Wall Street Journal the other day about a manufacturing company that makes lawnmowers and they have the money to to hire people they are expanding because the demand is up for their lawnmowers but guess what they can't find the skilled labor they're having a a difficult time finding skilled labor to fill those jobs so we have a lack of skilled labor in the United States so a lot of these apprenticeship programs that we're hearing from the Trump Administration could be really valuable to helping turn this economy and keep it fueling and going that could be really exciting Apprentice ships are valuable so I'm excited about this I think this is great news that Warren Buffett is getting more heavily vested into real estate investing I've always seen him as a safe investor a smart investor and the fact that he has just bought put 10% of his company into real estate investing is super exciting uh for us but if you've got money in the stock market maybe a little nerve-wracking I suppose so there you go Warren Buffett de deep diving real estate and his company of Burkshire hathway I'd love to hear your thoughts about uh Warren Buffett's latest move into real estate or his extended move into real estate I should say please leave a comment below as you're if you're watching this on video please also subscribe and share this with any loved on out there that you think would be uh would benefit from learning about how to get involved in real estate investing we try to publish great shows here on the channel in order to bring you as much value as we can I try to watch the news as much as we can to learn about tips and tricks in the industry also great strategies for you to go out there and employ and take action and start building true wealth for you and your family we kind of give you all of the tools of the trade here from Raising private money how to save money on taxes how to leverage your properties all of that we're trying to give away way for you for free so you can have all these tools in front of you treat them as sort of like a mini college education I hope anyway we'll see you next time everyone here on the show until then go out there take action and become a real estate investor much love to you all
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