Trump Proposes Limiting Institutional Home Purchases, Impacting Stock Prices
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy BX?
Source: CNBC
- Policy Impact: Trump's announcement to limit large institutional investors from acquiring single-family homes led to significant stock declines for companies like Invitation Homes and Blackstone, which became the 9th and 12th worst performers in the S&P 500, indicating a direct impact on real estate investors from the proposed policy.
- Market Reaction: While the proposal aims to reduce demand from institutional buyers to lower prices, analysts suggest it may not address the housing shortage and could exacerbate high prices by discouraging new construction, thus affecting the overall supply-demand dynamics in the market.
- Asset Management Changes: Blackstone's real estate assets under management shrank to 25.8% in Q3 2025 from 29.4% in Q3 2024, reflecting potential impacts of policy uncertainty on its investment portfolio and raising investor concerns about future performance.
- Investment Strategy Adjustments: Amid increasing policy risks, Blackstone's stock is likely to remain range-bound, prompting investors to consider options strategies for yield, such as a 140/170 strangle, despite the inherent risks of price volatility.
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Analyst Views on BX
Wall Street analysts forecast BX stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 129.770
Low
166.00
Averages
176.60
High
205.00
Current: 129.770
Low
166.00
Averages
176.60
High
205.00
About BX
Blackstone Inc. is an alternative asset manager. Its asset management includes global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Its Real Estate segment comprises its management of opportunistic real estate funds, Core+ real estate funds, and real estate debt strategies. Its Private Equity segment includes its management of flagship Corporate Private Equity funds, sector and geographically focused Corporate Private Equity funds, core private equity funds, an investment platform, and others. Its Credit & Insurance segment consists of Blackstone Credit & Insurance, which is organized into three overarching strategies: private corporate credit, liquid corporate credit and infrastructure and asset-based credit. Its Multi-Asset Investing segment is organized into four investment platforms: Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Funding Details: The additional $200 million is part of Anthropic's ongoing funding round, indicating Blackstone's optimistic outlook on the company's long-term potential, especially in the increasingly competitive generative AI landscape.
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See More
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- Strong Fundraising Demand: Anthropic's funding round has seen its target raised from an initial $10 billion to over $20 billion due to robust investor demand, reflecting high market interest and potential growth opportunities in AI technology.
- Historical Investment Review: Blackstone previously participated in a $13 billion funding round for Anthropic when the company was valued at $183 billion, demonstrating Blackstone's ongoing confidence and strategic positioning in the AI sector.
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