BlackRock Gets Eviction Notice as Trump Targets Institutional Homebuyers (Zillow Browsers Rejoice)

You know, maybe Trump ain’t too bad of a guy after all… -every 40-year-old in Boston who still lives with roommates

Well, well, well… how the housing market turns.

Why do I say that?

Because Donny Politics just kicked in the front door of institutional landlords and yelled, “The buck stops here.”

“People live in homes, not corporations,” Trump wrote on Truth Social (obviously) which, to be fair, is a sentence that tests extremely well with anyone who’s been outbid by a Delaware LLC named Sunset Capital IV Holdings LP.

The plan (or at least the teaser trailer) is to ban large institutional investors from buying more single-family homes, then ask Congress to make it real. And most importantly, it was a teaser for a full reveal during his upcoming speech at the World Economic Forum in Davos… where billionaires gather annually to discuss inequality over $60 cheeseburgers.

Friendly reminder before you YOLO your down-payment fund into housing puts: Congress still exists, and laws generally need to pass through it. I know, I know… minor inconvenience to the narrative.

(Source: New York Times)

Still, markets didn’t wait around for the footnotes. Invitation Homes got sent to the basement (-6%), while Blackstone (-5%), Apollo (-5%), and BlackRock (-3%) all got clipped like it was a drive-by on institutional real estate row. (Thoughts and prayers to the algorithms.)

Apparently, Wall Street wasn’t thrilled by the sudden realization that it may no longer be able to outbid a single mother of four with a spreadsheet, a cash offer, and a “close in 48 hours” email signature.

And look, the frustration didn’t materialize out of thin air. Over the last decade, private equity and REITs quietly vacuumed up hundreds of thousands of single-family homes, turned them into rentals, and helped yeet prices into low-Earth orbit. 

According to the National Association of Realtors, the national median existing single-family home price hit $426,800 in Q3 2025, after peaking at $435,300 this summer. Pair that with a 6.19% 30-year mortgage rate and suddenly “American Dream” starts to feel like something you wake up from at 6 a.m. in a cold sweat.

But now for the million dollar question… will banning institutions from buying homes suddenly turn every 40-year-old renter into a homeowner? Probably not overnight.

Anyone with even a basic economics degree can see that even if Trump somehow pulls this off (Congress says hello), the housing market still has a supply problem, a zoning problem, and a “nobody builds starter homes anymore” problem.  Of course, removing Blackstone from the bidding war helps… but it doesn’t magically spawn new houses like SimCity with cheat codes enabled.

(Source: Fox Business)

Still, symbolism matters. No president before has ever had the stones to even try to outlaw BlackRock from owning the world, so regardless of where you fall politically, you kind of have to respect the swing… even if it very conveniently scores points along the way.

Meanwhile, Senator Tim Scott (who’s probably never opposed a single word the Trumpster has ever said) politely reminded everyone that supply-side policy might be a tad more effective than a corporate ban hammer, plugging his bipartisan ROAD to Housing bill instead.

Translation: the knives are out and the politics are officially underway. 

In the meantime, institutional investors are glued to Truth Social, renters are hopeful their rent won’t jump 20% this year, and the housing market is left flirting with the idea of a price pullback… something YouTube real estate experts have been telling me since 2020.

At the time of publishing this article, Stocks.News doesn’t hold positions in companies mentioned in the article.