Trump Vows to Limit Institutional Home Buying, Blackstone Shares Plunge 5.6%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Source: Benzinga
- Market Reaction: Trump's vow to limit large institutional buyers from purchasing single-family homes led to a 5.6% plunge in Blackstone's shares on Wednesday, marking its worst session since April and indicating market sensitivity to policy changes.
- Industry Impact: Other major asset management firms like Apollo and KKR also faced declines of 5.5% and 3.7% respectively, reflecting investor concerns about the real estate market outlook, which may influence future investment decisions.
- Home Buying Demand Analysis: While institutional buyers accounted for about 27% of U.S. home transactions at their peak, analysts note that individual buyers still represent over 70% of current demand, suggesting that the policy change may have limited overall market impact.
- Supply-Demand Imbalance: U.S. housing demand is near a 40-year low, with existing homeowners reluctant to sell due to low mortgage rates, leading to tight market supply; analysts argue that the solution lies in lowering rates and increasing supply rather than reducing the number of buyers.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy APO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on APO
Wall Street analysts forecast APO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APO is 162.77 USD with a low forecast of 136.00 USD and a high forecast of 186.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 134.490
Low
136.00
Averages
162.77
High
186.00
Current: 134.490
Low
136.00
Averages
162.77
High
186.00
About APO
Apollo Global Management, Inc. is a global alternative asset manager and a retirement services provider. It operates through three segments: Asset Management, Retirement Services and Principal Investing. The Asset Management segment focuses on three investing strategies: yield, hybrid, and equity. These strategies reflect the range of investment capabilities across its platform based on relative risk and return. The Retirement Services business is conducted by Athene Holding Ltd (Athene), a financial services company that specializes in issuing, reinsuring, and acquiring retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. Athene product lines include annuities and funding agreements. The Principal Investing segment includes realized performance fee income, realized investment income from its balance sheet investments, and certain allocable expenses related to corporate functions supporting the entire company.
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.
Apollo Secures €900 Million Financing for European Logistics Portfolio
- Financing Scale: Apollo-managed funds have completed approximately €900 million in senior secured financing primarily aimed at refinancing existing debt of the Cerberus and Arrow Strategic Industrial Real Estate platform, highlighting strong market demand for high-quality assets.
- Asset Portfolio: The financing encompasses 92 institutional-quality assets totaling over one million square meters, strategically located across key European logistics corridors in the UK, Germany, the Netherlands, Spain, Ireland, and Poland, ensuring geographic diversity and a stable tenant base.
- Market Response: Apollo's investment reflects strong market recognition of the value built across the Cerberus SIRE platform, further solidifying its strategic position in Europe while indicating ongoing demand for high-quality assets.
- Industry Activity: Apollo's Real Estate Credit business remains highly active in Europe, with recent investments including financing for UK student accommodation assets and a new film production hub, demonstrating its significant influence in the non-bank lending market.
Continue Reading
Fundraising and Deal-Making to Drive Earnings for Private Asset Managers
Year-End Reporting: Big private asset managers are starting to report their year-end results.
Morgan Stanley Analysts' Focus: Analysts at Morgan Stanley will be particularly interested in two key aspects during these reports.
Continue Reading