> It's somewhat alarming to see that companies (owned by a very small slice of s...

xadhominemx · 2025-12-29T11:56:31 1767009391

AI consumes about 30% of DRAM wafers. PE owns about .5% of single family homes.

impossiblefork · 2025-12-29T12:16:17 1767010577

It going to be misleading to look at the fraction and I think it's misleading to only look at PE investors. It's more important to look at the fraction of demand for homes that are on the market.

Investors bought 1/3 of the US homes sold in 2023. This is, I think, quite alarming, especially since a small amount of extra demand can have a large effect on prices.

xadhominemx · 2025-12-29T12:23:50 1767011030

That 1/3rd is almost all small time flippers who renovate properties before resale.

intrasight · 2025-12-29T12:41:41 1767012101

Good point. Flippers shouldn't be included in that stat. But I doubt that it's "almost all".

The statistic that matters is the ratio of owner occupied to rented single family homes.

riku_iki · 2025-12-29T16:03:54 1767024234

this would need some source citation. There are plenty of investors on the market holding rental properties.

baobabKoodaa · 2025-12-29T10:14:30 1767003270

I'm confused. When you say that hedge funds "price out" regular people, what do you mean? Price out of what?

kubb · 2025-12-29T10:20:29 1767003629

Of the housing market? That seems to be what GP said, doesn’t it?

gosub100 · 2025-12-29T13:50:23 1767016223

They create demand which increases price. Plus they can afford to hold their asset longer, this reducing supply.

lpapez · 2025-12-29T08:56:06 1766998566

Stop right there you terrorist antifa leftie commie scum! You are being arrested for thought crime!