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

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/