Alex Barron and William Lee react to President Trump’s comments about removing institutional investors from the housing market, saying “people live in homes, not corporations.” William discusses how planned communities are becoming less affordable and thinks that limiting institutions will be only one of many steps Trump will take to make housing more attainable. Alex argues that institutional investors don’t own that many houses and that the issues lie more with the Fed. He thinks the first half of this year will be “tough” in the sector.
The Watch List
08 Jan 2026
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