Single-Family Rental (SFR) REITs dropped materially on news that Trump is considering banning large institutional investors from buying single-family homes. It is the latest leg down (drop on right side of chart) in what has already been a down year. SA For years we have not had much interest in the single-family rental REITs because they traded at premium valuations, and we considered them overvalued. However, with the latest drop, they have finally entered value territory. With newly interesting market ...