Core Viewpoint - President Trump announced plans to ban large institutional investors from purchasing single-family homes, signaling a significant shift in federal housing policy aimed at reducing corporate influence in the residential market [1][3]. Market Reaction - Real estate-related stocks experienced a sharp decline, with Invitation Homes, Inc. (NYSE:INVH) dropping 6% and Blackstone, Inc. (NYSE:BX) also falling nearly 6% due to concerns over potential forced liquidations and the impact on real estate returns [5]. - Tech-driven real estate companies like Opendoor Technologies, Inc. (NASDAQ:OPEN) faced uncertainty, while homebuilders such as Toll Brothers (NYSE:TOL), Lennar Corp. (NYSE:LEN), and KB Home (NYSE:KBH) also saw declines [6]. Policy Implications - The administration's move specifically targets firms that have accumulated large portfolios of homes, often outbidding individual buyers, indicating a shift away from corporate landlords in the housing supply [4]. - Trump plans to discuss additional housing and affordability proposals at the upcoming World Economic Forum in Davos, suggesting ongoing changes in housing policy [7].