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 ...

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 ...