特朗普住房禁令引发行业疑虑 建筑商担忧“租赁房”业务受阻

Core Viewpoint - The residential builders face significant uncertainty following President Trump's announcement to potentially ban institutional investors from purchasing homes, which could impact the market dynamics for new housing developments [1] Group 1: Impact of the Proposed Ban - The effect of the ban largely depends on whether it includes homes built specifically for rental purposes, a sector that builders have increasingly relied on in recent years [1] - If the ban encompasses rental-specific homes, builders may lose a counter-cyclical source of demand, potentially leading to a 5% to 10% decline in single-family home starts [1] - Conversely, if the ban excludes such homes, it could actually benefit residential builders, as new homes would become the only avenue for single-family rental operators seeking growth [1]