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Donald Trump New housing policies send shockwaves through the market; Blackstone's stock plunges more than 9%
U.S. President Donald Trump said he would take steps to ban institutional investors from purchasing single-family homes as part of his efforts to address the housing affordability crisis. Donald Trump had stated last month that he planned to roll out “some of the most radical housing reform plans in American history.”Following Donald Trump’s remarks on housing policy, Blackstone’s stock price fell as much as 9.3%. The company is a major investor in single-family homes in the U.S. In 2021, Blackstone spent $6 billion to acquire Home Partners of America, adding 17,000 rental units to its portfolio.More recently, Blackstone acquired Toronto-based Tricon Residential for $3.5 billion, adding 38,000 U.S. rental units to its portfolio.As of early 2025, investors of all sizes accounted for approximately 30% of single-family home purchases. However, small investors make up over 90% of the investor market, while large institutional investors own only about 2% of the nation’s single-family rental housing stock.
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