There’s a growing belief that Wall Street and institutional buyers are the main reason housing feels unaffordable — and that banning them from buying homes would fix the problem. In this episode, David and Ryan sit down with Or Agassi to zoom out and look at what’s really happening in the housing market. We talk about institutional investors, REITs, build-to-rent, housing supply, and why the real issue is more complex than most headlines make it sound.

KEY TALKING POINTS:

0:00 - Intro

1:00 - Or Agassi’s Real Estate Background

2:48 - His Take On Institutional Investors

5:27 - The Impact On REITs

8:42 - What happened to Zillow’s Offer Program?

10:28 - Summing Up The Situation

13:20 - Why Housing Prices Are High

15:15 - New Renters Entering The Market

17:12 - Foreign Investment In The US

19:51 - What David Would Do If He Was President

21:59 - The Lack Of Housing Starts

24:28 - Outro

LINKS:

LinkedIn: Or Agassi

https://www.linkedin.com/in/or-agassi-06670035/

Website: Kai

https://kai.pro/

Instagram: David Lecko

https://www.instagram.com/dlecko

Website: DealMachine

https://www.dealmachine.com/pod

Instagram: Ryan Haywood

https://www.instagram.com/heritage_home_investments

Website: Heritage Home Investments

https://www.heritagehomeinvestments.com/

494: Why Banning Wall Street Won’t Fix the Housing Market