Rich Habits Podcast

Trump's Ban on Single Family Homes, Nvidia's CES Announcements, & Google's Rise to #2

22 snips
Jan 9, 2026
Trump's plan to ban institutional purchases of single-family homes sparks a debate on affordability and investor sentiment. NVIDIA's exciting announcements at CES, including innovations in AI and robotics, could reshape the investment landscape. The transition of the Apple Card from Goldman to JPMorgan raises questions about credit risk and customer relations. The hosts also highlight top-performing ETF sectors and optimistic projections for real estate, while reflecting on the implications of Alphabet's rise in value.
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INSIGHT

Wall Street Homebuying Alters Affordability

  • Institutional purchases of single-family homes have been large since 2008 and changed market dynamics.
  • Robert Croak and Austin Hankwitz say limiting these buys could level the playing field and improve affordability over time.
ADVICE

Avoid Real Estate Stocks During Policy Uncertainty

  • Avoid holding stocks in institutional single-family home landlords while the ban uncertainty unfolds.
  • Robert Croak recommends caution on American Homes for Rent and Blackstone until clarity arrives.
INSIGHT

Build-For-Rent Changes The Housing Supply

  • 'Build for Rent' means institutions construct neighborhoods specifically to rent rather than sell.
  • Austin and Robert flag this trend as one to watch for how a policy ban might affect new developments.
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