Trump wants ban on large institutional investors buying homes

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U.S. Senior Housing & Care Investor Survey H2 2025 Link

Insights

• Senior housing cap rates fell by an average of 17 basis points over the last six months.

• Independent Living saw the steepest decline with average cap rates for Class A assets dropping 25 basis points to 6.1%.

• Over 84% of surveyed investors expect cap rates to continue compressing throughout 2026.

My take: The long cycle of rate hikes is finally reversing, and investors are racing to lock in yields before they thin out further. Expect a very competitive acquisition environment this year as the "wait and see" crowd jumps back in.

Trump wants ban on large institutional investors buying homes Link

Insights

• President Trump announced plans to immediately ban large institutional investors from purchasing single-family homes and will ask Congress to codify the restriction.

• The market responded with a sharp selloff in rental REITs, including a 7% drop for Invitation Homes and a 5% decline for Blackstone.

• Analysts describe the market reaction as excessive because institutional buyers mostly acquire homes through direct development rather than the existing retail market.

My take: This is a populist play that strikes at a visible target but ignores the math. If mega-investors only account for 2.5% of buyers, removing them won't fix the supply-side crisis.

Americans are changing where they’re moving. Here’s how that could affect the commercial real estate link

• Americans are increasingly moving to smaller markets rather than urban cores as they seek cheaper housing and better quality of life.

• Oregon was the most popular moving destination for the first time ever in 2025, while Florida and Texas are seeing more balanced migration, according to an annual migration report from United Van Lines.

• The commercial real estate market will also have to shift to adapt to those changes, experts said.

Charted: The Growing Gap Between U.S. Home Size and Price

The Most Popular Markets on Zillow in 2025 

Southeast Dominates List of Top U.S. Retirement Metros 

Inside CoStar's Top 10 U.S. Retail Markets 

The 25 Markets Steering Industrial's Reset 

Where is America moving in 2026. Migration Study

Ranked: The Best Countries at Reading

Cave for sale!

Link to the listing

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Cheers,

Vidit

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