- The antitrust review is part of a broader executive order signed by President Trump aimed at banning large institutional investors from buying single-family homes to increase affordability.
- The order specifically directs the Justice Department and the Federal Trade Commission to review substantial acquisitions by large institutional investors for anti-competitive effects.
- Enforcement will prioritize targeting coordinated vacancy and pricing strategies by these large investors in local single-family home rental markets.
- The announcement of the planned executive order caused the S&P 1500 Homebuilding Index to tumble, affecting shares of major homebuilders and investors like Toll Brothers, KB Home, and PulteGroup.
- Treasury Secretary Scott Bessent is tasked with defining what constitutes a "large institutional investor" and a "single-family home" by mid-February, which will determine the order's scope.
Trump administration orders antitrust review of institutional homebuyer acquisitions
Feb 6, 2026, 5:18:42 PM UTC(5 hours ago)
Impact: Medium
Affected Assets
Sources
From:@DeItaone
*TRUMP ADMIN EXPLORES OPENING ANTITRUST PROBE INTO HOMEBUILDERS
