Warren Buffett is once again holding an extraordinary amount of cash - over USD 350 billion at Berkshire Hathaway. This is not a sign of fear, but of confidence and control. When markets become too expensive and investors get carried away, Buffett prefers to wait. His success has always come from patience - buying when others are forced to sell. 

After every major downturn - from the 2008 financial crisis to the 2020 pandemic - Buffett’s strategy proved right. He waited for prices to fall, then acted quickly when real value returned.

The Signal Beneath the Noise

Today, interest rates around the world are starting to fall as inflation slows and economies cool. This sounds positive, but it also shows that growth is weakening. Lower rates make borrowing cheaper, but they often appear after the economy has already started slowing down.

That is why Buffett’s approach feels relevant now. Keeping cash ready is not a waste - it is a plan. Liquidity gives investors flexibility to move when real opportunities appear, not before.

The Property Parallel

Real estate moves in similar cycles. When rates begin to drop, it takes time before the market feels the benefit. At first, banks remain careful, buyers take their time, and developers delay new launches to test the market. Prices usually pause or adjust slightly before recovering.

For investors and serious buyers, this period is not empty time - it is a window to prepare. Those with liquidity - or strong cash positions - can negotiate better deals and act faster when confidence returns.

Patience as Strategy

In real estate, as in stocks, the biggest rewards go to those who stay patient. The next few months may feel uncertain - prices may cool, and activity may slow - but this is when long-term opportunities begin to form.

Buffett’s lesson applies everywhere, including here in the UAE: in every market cycle, it is the patient and the prepared who shape the recovery.