Business
Big investors exiting for-sale housing market, even before Trump ban
In an aerial view, two-story single family homes line the streets on Jan. 14, 2026 in Thousand Oaks, California.
Kevin Carter | Getty Images
Legislation to ban institutional investors from buying single-family homes to rent is making its way through Congress, but many of them are already selling thousands of homes — and have been for two years.
Research from housing data and analytics firm Parcl Labs shows that the largest investors are now net sellers of homes.
In every major metropolitan housing market, investors make up a larger share of for-sale listings than they do of the total housing stock. In some cities, like Dallas, Philadelphia and Houston, they are selling most aggressively. Dallas investors own 9.2% of the housing stock but account for 22.8% of new for-sale listings.
FirstKey Homes appears to be most motivated, with more than twice the listings of its peers, according to Parcl. It is also offering much deeper price cuts, an average 10% off original list prices, and is reducing prices about every 20 days.
“It’s a volatile housing market, and folks are trying to take risk off the table,” said Jason Lewris, co-founder of Parcl Labs. He noted that rents are not holding up relative to what investors can get if they sell.
“So it’s better risk-adjusted returns to just get that cash and see how things pan out,” he said.
In its latest quarterly earnings release for the fourth quarter of 2025, Invitation Homes, one of the largest publicly traded landlords, reported that all 368 of its wholly owned acquisitions were newly constructed homes purchased from various homebuilders. It reported selling 315 existing homes.
For the full-year 2025, Invitation reported “almost all” of its 2,410 wholly owned acquisitions were bought through homebuilder relationships, while it sold 1,356 wholly owned homes, “frequently to families purchasing for their own use.”
In an effort to make housing affordable, in late January, President Donald Trump signed an executive order aimed at restricting large, institutional investors from buying single-family homes to use as rentals. He put an exemption on purchasing new construction specifically built as rentals.
The White House later sent proposed legislation to Congress, saying investors owning more than 100 single-family homes would be banned from buying any more, but didn’t have to sell what they have. Senate and House bills have different volume thresholds for what constitutes large investors, but they are not far apart.
To put this in perspective, single-family rentals make up roughly 10% of U.S. housing stock, and the vast majority, 80%, are owned by so-called “mom-and-pop operators,” with fewer than 10 homes each, according to analysis from Bank of America. Smaller investors, those who own between 10 and 1,000 homes, make up 17% of landlords. Large institutional investors who own more than 1,000 homes make up just 3% of the single-family rental market.
The numbers, however, are coming down.
Investors initially flooded the market after the subprime mortgage crash that led to the Great Recession. Home prices in some markets dropped by half, and foreclosures soared. Investors bought the homes at bargain prices and turned them into lucrative rentals.
As the markets recovered, there were fewer entry-level homes for sale to owner-occupants, because investors focused on that segment. In some cities, like Atlanta, regular buyers couldn’t compete with investors, who usually came carrying cash. Some neighborhoods are nearly fully investor-owned.
But by 2022, even before Trump took office for the second time, investors were already in retreat, buying fewer homes, according to Parcl. Selling accelerated in late 2024, with investors in Atlanta now selling nearly two properties for every one they buy.
The next frontier
Investors are now pivoting to build-for-rent.
Much of the net selling shift over the past few years was a natural process of recycling capital, according to Rick Palacios, director of research at John Burns Research and Consulting.
“Home prices ran up post-2020, and many single-family rental investors sold assets into a rising home price backdrop, then redeployed capital into higher-yielding build-to-rent versus buying on resale at those very high prices and elevated borrowing costs for investors too,” Palacios said.
Builders also adjust their prices in real time, he noted, while resale sellers don’t.
“This offered opportunities for investors to purchase at discounts from builders,” he added.
Invitation Homes has been buying homes from builders like Lennar but, in January, announced it had acquired Atlanta-based ResiBuilt Homes, a build-to-rent developer in high-growth markets across the Southeast. ResiBuilt was delivering about 1,000 homes per year, but Invitation Homes expects to expand that.
“One of the most constructive ways we can help is by adding more homes to the markets we serve,” said Dallas Tanner, CEO of Invitation Homes, on an earnings call last month with analysts. “While our home-builder partnerships have supported that effort for years, our acquisition of ResiBuilt expands it even further and improves our control over cost, product quality and delivery pace.”
AMH, formerly known as American Homes 4 Rent, meanwhile, has been building entire rental communities itself for several years. In its latest fourth-quarter earnings release, CEO Bryan Smith said, “Since the inception of our ground up development program, we have contributed over 14,000 newly built homes to the nation’s housing stock. Our results in 2025 and outlook for 2026 reflect continued focus on expanding the nation’s housing supply, elevating the resident experience, and creating value for all our stakeholders.”
IMF, World Bank meetings show limits in mitigating shocks, reliance on US for solutions
LOS ANGELES — Justin Bieber’s fashion and lifestyle brand Skylrk has rocketed from a mysterious teaser project into a commercial powerhouse, capped by a record-shattering $5.04 million in merchandise sales during the first weekend of Coachella 2026 alone.
Launched quietly in July 2025 after years of Instagram teases and prototype sightings, Skylrk has quickly distinguished itself from Bieber’s earlier co-founded label Drew House through bolder colors, higher-quality materials and a deeply personal creative direction. Here are 10 essential things to know about the brand that turned “Bieberchella” into a retail phenomenon.
- Skylrk Is Bieber’s Fully Independent Solo Venture Unlike Drew House, which Bieber co-created with stylist Ryan Good in 2018, Skylrk operates as his solo project with full creative control. He reportedly partners with business figures such as Neima Khaila of Pink Dolphin but maintains hands-on involvement in every detail, from design to quality checks. Bieber has publicly distanced himself from Drew House, even posting symbolic content suggesting a clean break to focus on this new chapter.
- The Name Carries Symbolic Meaning “Skylrk” draws inspiration from the skylark, a songbird known for singing while soaring high in the sky. The shortened, stylized spelling also nods to “skylarking,” an old term for frolicking or playing freely. This reflects Bieber’s vision of joyful, unrestricted self-expression through fashion — a theme that resonates with his evolution from teen idol to a more mature, introspective artist and family man.
- Bold Colors and Comfort-First Design Define the Aesthetic Skylrk leans into vibrant, candy-toned palettes — sky blue, Barbie pink, bright red, coral and neon accents — contrasting sharply with the more muted tones of many streetwear lines. Core products emphasize oversized silhouettes, plush textures and everyday comfort: oversized hoodies, zip-up fleece, waffle knits, beanies, molded rubber slides, chunky mules and futuristic sunglasses. Materials often include premium cotton, brushed fleece and YKK zippers, with attention to details like pigment dyeing for a lived-in feel.
- Innovative and Playful Product Features Early standouts include slides with removable, interchangeable soles for custom color combinations and the viral “Sizzler” silicone phone case featuring a joint-shaped holder — a cheeky nod to festival culture. Other items range from sculptural sunglasses priced around $200 to affordable beanies at $40, plus robes, sweatpants, tank tops and even limited basketball-inspired pieces. The brand mixes streetwear swagger with loungewear ease and occasional surrealist touches.
- Hailey Bieber Plays a Key Creative Role Bieber’s wife has been deeply involved, starring in the brand’s first major campaign and co-designing pieces. A Valentine’s 2026 capsule included leather jackets named after her (HB Hooded Leather Jacket and HB Leather Jacket). Hailey has also worn Skylrk pieces publicly and contributed humor-infused designs, such as a “Future Mrs. Bieber” tee, blending the couple’s personal dynamic into the brand’s identity.
- Coachella 2026 Delivered a Historic Merch Breakthrough During weekend one of Coachella, Skylrk generated $5.04 million in sales — more than triple the previous festival record of $1.7 million across both weekends. The brand operated a dedicated shop next to the 9,000- to 10,000-square-foot “Skylrk Oasis” activation, complete with shade, misting stations and immersive visuals. “Swag”-themed and “Bieberchella” drops featured date-specific hoodies, tie-dye graphics, “It’s Not Clocking” thermals and “Biebervelli” pieces that sold out rapidly both on-site and online.
- Bieber Personally Wears and Promotes Every Drop Since at least late 2023, Bieber has been photographed in prototype Skylrk items, using his Instagram as a living lookbook. He continues modeling new releases, sharing updates on fit, safety and improvements. Fans and observers note this authentic involvement sets Skylrk apart from many celebrity fashion lines where the star’s name is merely attached rather than embedded in the creative process.
- Influences Include Yeezy-Era Minimalism With a Bieber Twist Design cues echo late-2010s loungewear and elements from Kanye West’s Yeezy and Fear of God aesthetics, but Skylrk pushes into softer, more playful territory with surreal details and brighter palettes. It feels like an evolution rather than imitation, blending techwear cuts, plush comfort and festival-ready functionality while avoiding heavy logos in favor of subtle or graphic-driven expression.
- Rapid Growth and Cultural Momentum Since the July 2025 launch, Skylrk has expanded through numbered drops, festival activations and limited collaborations (including a recent Shark ChillPill personal fan). Social media following has surged, with significant media impact value generated from Coachella exposure. Resale markets quickly inflate prices for sold-out items, and the brand’s sparse, mysterious early marketing built anticipation that paid off in strong demand.
- It Represents Bieber’s Next Chapter in Business and Identity At 32, with a young family and a career spanning more than 15 years, Bieber positions Skylrk as an extension of his current lifestyle — comfortable, expressive and family-oriented rather than purely nostalgic teen-pop merch. The brand’s success at Coachella, combined with his record $10 million headlining fee, demonstrates how Bieber continues to monetize his cultural relevance while evolving creatively. Future expansions could include more apparel depth, collaborations and potentially international pop-ups.
Skylrk’s meteoric rise highlights the power of authentic artist-driven brands in today’s superfandom economy. While some pieces draw comparisons to past streetwear movements, the brand’s emphasis on quality, personal storytelling and joyful color sets it apart. As weekend two of Coachella continues and online demand remains high, Skylrk appears poised for sustained growth beyond festival season.
Whether fans are drawn to the comfort of oversized hoodies, the novelty of customizable slides or the cultural cachet of wearing something tied directly to Bieber’s daily life, the brand has proven it can deliver both emotional connection and serious commercial results. In an industry crowded with celebrity fashion lines, Skylrk stands out by feeling genuinely personal — a rare quality that may define its long-term staying power.
For those eager to explore the collection, the official Skylrk website continues to offer select Coachella-inspired items and core lineup pieces, though many popular drops sell out quickly. As Bieber balances music, family and this expanding entrepreneurial venture, Skylrk represents more than clothing — it’s a vibrant, soaring expression of where the artist stands today.
David focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. He is a long term investor of quality stocks and uses options for strategy. David told investors to buy in March 2009 at the bottom of the financial crisis. The S&P 500 increased 367% and the Nasdaq increased 685% from 2009 through 2019. He wants to help make people money by investing in high-quality growth stocks.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The article is for informational purposes only (not a solicitation or recommendation to buy or sell stocks). David is not a registered investment adviser. Investors should do their own research or consult a financial adviser to determine what investments are appropriate for their individual situation. This article expresses my opinions, and I cannot guarantee that the information/results will be accurate. Investing in stocks involves risk and could result in losses.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Rat poison found in HiPP baby food jar in Austria, police say
Jubilant Foodworks and Godrej Industries are borderline names in the midcap stocks list that may get smallcap status in H2 CY26. They have market capitalisations of Rs 30,234 crore and Rs 31,137 crore, respectively.
Barbara Middleton says she cannot afford to staff the government’s free breakfast clubs.
Edited excerpts from a chat:
Nifty ended in the green for the second consecutive week. Safe to say we are out of the woods yet and that the index can eye 25k in the week ahead?
We had gone in last week, favouring a push towards 24,400 or more. Friday saw a test of the same and a close not far from the same. Continuation patterns are aplenty, which favour an extension of the uptrend, aiming for 25,600. However, with oscillators overbought, we prefer to start the week on a cautious note, once in the 24,900-25,000 vicinity, before deciding on the 25,600 play. Be warned against a rough week ahead if we do not get to float above 24,900.
Nifty Smallcap 250 index is up 15% in the month so far. If the trajectory continues, then it could be the best month for the index in the last several years. How strong are the odds of a continued bull run in the smallcap world?
We favour a selective approach, as opposed to a broad-based bullish approach among small caps. Breadth remains robust with 50% of stocks near monthly highs, 10% at fresh all‑time highs, 95% above the 20‑DMA and 80% above the 50‑DMA, signalling strong participation across the universe. Importantly, momentum is supportive but not stretched. The average 14‑day RSI near 60, with nearly half the stocks still below that mark, indicates scope for further catch‑up rallies.
Technically, the Nifty Smallcap 250 index has broken out of a downward-sloping wedge and posted a decisive weekly close above the Supertrend at 16,385, confirming a trend reversal after a prolonged consolidation. If the index holds above this zone, 16,900 is a natural near‑term objective, followed by 17,400. However, given the sharp 15% monthly surge, short-term consolidation and stock level rotation are more likely than a straight-line rally. The broader uptrend stays intact above 15,770.
Defence stocks are stealing the limelight once again, with multiple counters recording double-digit gains in the week. What are the charts indicating? Time to book profits off the table or stay on the course?
The Nifty India Defence index has delivered a decisive breakout from a multi‑week consolidation, supported by strong weekly gains and a reclaim of all key short and medium‑term moving averages. Momentum indicators validate the move with RSI holding comfortably above 60 without entering extreme overbought territory, while MACD has turned decisively positive on both daily and weekly timeframes, signalling acceleration rather than fatigue. Nearly 80% of the constituents are trading close to their monthly highs, and all stocks are positioned above their 50 and 100‑day averages, underscoring a well‑entrenched uptrend.
That said, heavyweights such as HAL, BEL, Solar Industries and Mazagon Dock are approaching overbought levels on the daily charts, raising the likelihood of short‑term consolidation or profit booking. Encouragingly, their weekly structures remain constructive. The preferred strategy is to avoid chasing rallies and instead buy on dips to participate in the medium‑term bullish trend.
Gallantt Ispat and Shipping Corp were among the two biggest Nifty 500 gainers in the week. How to trade now?
Despite the sharp gains in recent days, Friday saw profit booking from the top, which explains the long wick. This, along with overbought signals from stochastics as well as RSI, rings caution for Monday’s trade. That said, the narrow range break move is still in its early stage, which encourages us to resort to a buy on dips approach with eyes on 272 as the downside marker.
Give us your top trades for the week.
TI (LTP: 470) | View: Buy | Target: 488 | SL: 459Tilaknagar Industries has shown a strong recovery on the weekly charts, breaking out above the recent consolidation zone with a decisive bullish candle. Prices are trading comfortably above key short and medium‑term moving averages, signalling improving trend strength. Momentum indicators support the move, with RSI holding above the mid 50 zone and gradually trending higher, indicating sustained buying interest without signs of excess. MACD is flattening after a prolonged corrective phase and is attempting a bullish crossover, suggesting a potential momentum expansion ahead.
From a price action perspective, the stock has respected higher supports and reclaimed the 460-470 zone, which now acts as a crucial base. Sustaining above this area keeps the upward bias intact and opens room for a move towards 488 in the near term. Any decisive break below 459 would weaken the setup and warrant a reassessment. Overall, the trend favours a buy‑on‑dips approach.
IGIL (LTP: 373) | View: Buy | Target: 390 | SL: 363
IGIL has delivered a sharp rebound after a prolonged consolidation, marked by a strong bullish weekly candle and a near 10% gain. The stock has decisively moved above its recent range and the supply zone near 360-370, indicating a potential trend reversal. Momentum indicators back the move, with RSI rising close to 60, suggesting improving strength without overstretch, while MACD has turned positive with a fresh bullish crossover, pointing to momentum acceleration.
From a structural perspective, IGIL appears to be forming a base after a lengthy decline, with higher lows taking shape over recent weeks. Sustaining above 370 would keep the bias positive and open the door for an upside move towards 390 in the near term. Any dip towards 363 should be closely watched, as a breach below this level would negate the bullish setup and warrant a reassessment.
JioBlackRock Mutual Fund, which is a new entrant in the mutual fund industry, had a total AUM of Rs 15,258 crore in March. Here are the top 10 stock holdings, according to monthly data by Prime Database.
Can crude oil stockpiles in Asia outlast the Middle East conflict?
RSPS: Consumer Staples Dashboard For April
Harrow synagogue ‘firebombed’ as London faces ‘terrifying daily arson attacks’
IMF, World Bank meetings show limits in mitigating shocks, reliance on US for solutions
Kelp attack spreads risk across DeFi, $293M lost
-
NewsBeat6 days agoPep Guardiola and Gary Neville agree over Arsenal title problem that benefits Man City
-
Crypto World6 days agoThe SEC Conditionalises DeFi Platforms to Be Avoided for Broker Registration
-
Fashion2 days agoWeekend Open Thread: Theodora Dress
-
Politics7 days agoWorld Cup exit makes Italy enter crisis mode
-
Crypto World5 days agoSEC Signals Exemption for Crypto Interfaces From Broker Registration
-
News Videos4 days agoSecure crypto trading starts with an FIU-registered
-
Sports2 days agoNWFL Suspends Two Players Over Post-Match Clash in Ado-Ekiti
-
Crypto World5 days agoSEC Proposes Certain Crypto Interfaces Don’t Need to Register as Brokers
-
NewsBeat5 days agoTrump and Pope Leo: Behind their disagreement over Iran war
-
Politics2 days agoPalestine barred from entering Canada for FIFA Congress
-
Crypto World1 day agoRussia Pushes Bill to Criminalize Unregistered Crypto Services
-
Sports6 days agoNWFL opens Pathway for new Clubs ahead of 2026 Season
-
Crypto World6 days agoTrump whales load up ahead of Mar-a-Lago luncheon.
-
Business3 days agoCreo Medical agree sale of its manufacturing operation
-
Business6 days ago
Kering slides after Morgan Stanley downgrade, Gucci woes loom
-
Crypto World6 days agoSei Network Enters Quiet Reset Phase as On-Chain Metrics Signal a Slowdown in 2026
-
Tech6 days agoGoogle adds E2E encryption to Gmail for iOS and Android enterprise users
-
Entertainment5 days agoBrand New Day’ Footage Reveals the Devastating Impact of ‘Now Way Home’
-
Tech6 days agoApple glasses won’t go brand shopping like Meta did with Ray-Ban and Oakley
-
Entertainment5 days agoKarol G’s ‘Ultra Raunchy’ Coachella Set Gave ‘Satanic Vibes’
You must be logged in to post a comment Login