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ryanmcbridelast Tuesday at 6:20 PM2 repliesview on HN

Not if private equity just snatches it all up.

Yes build more. Also regulate the oligarchs until they no longer exist.


Replies

JumpCrisscrosslast Tuesday at 8:51 PM

> Not if private equity just snatches it all up

"As of December 2022, the five largest investors owned about 300,000 homes — just under 2% of single-family rental homes nationally."

Where institutions dominate is in rentals: "institutional investors own roughly 2% to 25% of single-family rentals in major markets" [1];.

[1] https://www.npr.org/sections/planet-money/2025/09/09/g-s1-87...

apilast Tuesday at 6:32 PM

PE buying real estate is a long bet on housing prices. If supply increases enough, prices flatten out and then fall, and the longs get crushed.

These investments are a bet on continuing to under-build and under-densify.

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