Group 1: Policy Proposal - President Trump is proposing a ban on large institutional investors from purchasing single-family homes to restore homeownership as a central aspect of the American Dream [1][3] - The proposal is a response to record high inflation attributed to the current administration, which has made homeownership increasingly unattainable for many, particularly younger Americans [2][3] Group 2: Market Impact - Following Trump's comments, shares of homebuilder companies dropped, with American Homes 4 Rent falling to a three-year low of $28.84 and Blackstone reaching a one-month low of $147.52 [7] - Institutional investors like Blackstone have acquired thousands of single-family homes since the 2008 financial crisis, which has drawn criticism from housing advocacy groups and Democrats for contributing to rent inflation [6][7] Group 3: Homeownership Trends - Redfin's data indicates that the median U.S. home sale price was approximately $433,214, reflecting a 0.7% year-over-year increase, while home sales dropped by 6.7% year-over-year [9] - Homeownership rates among younger generations, specifically Gen Z and millennials, have remained relatively flat, with slight declines noted in 2024 compared to 2023 [11][12] - In contrast, Gen X and baby boomers have seen increases in homeownership rates, with Gen X rising from 72% to 72.9% and baby boomers from 78.8% to 79.6% [13]

The MAGA chief said he will also ask Congress to codify the measure and plans to discuss broader housing and affordability proposals during his upcoming speech at the World Economic Forum in Davos.“For a very long time, buying and owning a home was considered the pinnacle of the American Dream. It was the reward for working hard, and doing the right thing, but now, because of the Record High Inflation caused by Joe Biden and the Democrats in Congress, that American Dream is increasingly out of reach for far ...

US President Donald Trump says his administration is moving to ban Wall Street investors from buying single-family homes ‍in a bid to reduce home prices, a potential blow for private-equity landlords.In a post on Truth Social, ​Trump said he was taking immediate action and would ask Congress to codify the measure, adding he would also be ⁠discussing additional housing and affordability proposals in a speech at the Davos World Economic Forum.“For a very long time, buying and owning a home was considered the ...

Core Viewpoint - The intraday selloff in Invitation Homes (INVH) and American Homes 4 Rent (AMH) is considered overdone by Citi Research, following comments from U.S. President Donald Trump regarding potential actions to ban institutional investors from purchasing homes [4] Company Analysis - Invitation Homes (INVH) and American Homes 4 Rent (AMH) experienced significant stock price declines due to market reactions to political comments [4] - Citi Research suggests that the market's reaction may not accurately reflect the long-term fundamentals of these companies [4] Industry Context - The potential ban on institutional investors buying homes could impact the housing market dynamics, particularly affecting rental companies like INVH and AMH [4] - Institutional investment in residential real estate has been a growing trend, and any regulatory changes could reshape the competitive landscape [4]

It isn't clear whether congressional approval would be needed to institute such a ban. ...

Donald Trump said his administration is moving to ban large institutional investors from buying single-family homes in a bid to reduce home prices.In a post on Truth Social, his social media platform, the US president said he will be asking Congress to codify the measure and will be discussing additional housing and affordability proposals in a speech at the Davos World Economic Forum.Trump capitalized on concerns around affordability during the 2024 presidential election campaign, pledging to rapidly reduc ...

President Trump said Wednesday he will seek to ban large investors from buying and then renting out single-family homes – in a bold attempt to tackle the US housing crisis.Trump did not say exactly how his plan would work, but it represents a major new initiative to lower the cost of homeownership after roughly a decade of large investors and private-equity firms buying up hundreds of thousands of single-family homes. 4 Trump spoke to the House GOP retreat on January 6, 2026. AFP via Getty Images“For a ve ...

President Donald Trump announced on Wednesday that he wants to ban "large institutional investors" from buying single-family homes in the US. "I am immediately taking steps to ban large institutional investors from buying more single-family homes, and I will be calling on Congress to codify it," Trump said in a Truth Social post. "People live in homes, not corporations."The decision could negatively impact private equity companies like Blackstone that have bought up significant numbers of homes. Blackstone ...

Real Estate Sector - Former President Trump's proposal to ban large institutional investors from purchasing single-family homes has led to significant declines in stock prices for major real estate companies, with American Homes 4 Rent (AMH) down 4.7% and Blackstone (BX) falling as much as 9.3% before settling at a 5.4% decrease [2][3]. Artificial Intelligence Sector - AI startup Anthropic is in the process of raising $10 billion, which would increase its valuation to approximately $350 billion, following substantial investments from Microsoft and Nvidia [4]. Automotive Technology - Hyundai Mobis and Qualcomm Technologies, Inc. (QCOM) have entered into a broad agreement to collaborate on software-defined vehicle (SDV) architecture for Advanced Driver-Assistance Systems (ADAS), aiming to enhance vehicle capabilities through integrated technology [5]. Energy Sector - The U.S. Department of Energy has announced a selective rollback of sanctions on Venezuela, allowing the transport and sale of Venezuelan crude and oil products to global markets, with proceeds to be managed in U.S.-controlled accounts [6]. Financial Markets - UBS Group AG (UBS) successfully completed a €3 billion debt offering, structured in two tranches, attracting over $21 billion in investor bids [8].

Core Insights - American Homes 4 Rent (AMH) is a real estate investment trust (REIT) focused on acquiring, developing, and managing single-family homes as rental properties, aiming to provide quality rental homes in desirable neighborhoods across the U.S. [1] - Eric Wolfe from Wolfe Research has set a price target of $34.50 for AMH, indicating a potential increase of approximately 10.08% from its current trading price of $31.34 [1][6] Institutional Investment - Institutional investors are increasingly interested in AMH, with Axa S.A. raising its stake by 13.6%, now holding 600,387 shares valued at $21.7 million, representing about 0.16% of the company [2] - First Trust Advisors LP has significantly increased its holdings in AMH by over 2,000% during the second quarter, now owning 1,129,609 shares valued at approximately $40.7 million, which is about 0.30% of the company [3] Financial Performance - Despite a 17% decline in share price year-to-date, AMH maintains strong business fundamentals and has reaffirmed its guidance for 2025, anticipating a 4% growth in same-store net operating income (NOI) driven by high resident retention and robust rental demand [4][6] - AMH is currently trading at $31 per share, its lowest valuation multiples since its IPO, with a market capitalization of approximately $11.59 billion and a trading volume of 1,782,127 shares [5]