A clear, big-picture conversation on why banning institutional buyers won’t fix housing — and what’s actually driving prices nationwide.
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/