HousingWire Daily The BlackRock housing lie gets worse
16 snips
Dec 9, 2025 
Logan Mohtashami, a lead housing analyst known for his insightful data-driven analysis, joins to debunk the myths surrounding BlackRock's influence on the housing market. He explains why the viral narrative of institutional investors driving up prices is misleading and rooted in political motivations. Logan highlights recent trends, including a surge in mortgage applications and how fluctuations in yields impact housing demand. He emphasizes that the current market is healthier than some narratives suggest, despite challenges ahead.
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Big Buying Conspiracy Doesn’t Add Up
- The BlackRock/Blackstone buying-all-homes narrative is false and mathematically implausible.
- Logan Mohtashami shows the claim ignores annual home transaction scale and misidentifies the players.
Calling Out Trolls And A Politician
- Logan describes confronting trolls and politicians who repeated the BlackRock myth and challenging them publicly.
- He recounts retweeting a politician's CNN claim and getting widespread pushback on social media.
Selling Investors' Portfolios Would Backfire
- Large institutional owners typically rent properties and have no incentive to wholesale dump them into the market.
- Forcing investors out could reduce rental supply and drive rents and CPI higher, worsening optics for politicians.