特朗普：禁止囤房！

Core Viewpoint - The U.S. President Trump announced immediate measures to prohibit large institutional investors from purchasing more single-family homes to address the issue of housing affordability, particularly for young Americans [1]. Group 1: Policy Announcement - Trump plans to request Congress to legislate this policy aimed at preventing large investors from acquiring single-family homes [1]. - The discussion on housing and affordability will take place at the upcoming Davos Forum [1]. Group 2: Market Impact - Following Trump's announcement, shares of residential investment firms, including Blackstone Inc., experienced a decline of approximately 10% [1]. - Blackstone is identified as the largest private equity apartment owner in the U.S., with over 230,000 apartments in its portfolio [1]. Group 3: Industry Dynamics - Over the past decade, private equity firms, real estate investment trusts, and other large institutional investors have accumulated significant portfolios of single-family rental homes, which some believe have reduced housing supply for potential homeowners and increased home prices [1]. - A warning from Redfin's chief economist suggests that banning large investors may only lead to medium or small investors replacing them, rather than facilitating home purchases by individual buyers [2].