Are Corporate Investors Really Driving the Housing Crisis?

Mortgage Research Network Podcast · Feb 2, 2026 · 3m

Nearly three out of four Americans believe corporate investors are driving the housing crisis—but the data tells a more complicated story. Tim Lucas and Craig Berry unpack what institutional investors actually own, how they dominate certain markets, and whether targeting them will really make homes more affordable.In this episode you’ll learn:How much housing Wall Street really owns: Large institutional investors control about 2% of single-family rental homes nationwide—far less than most people think.Where investors are most concentrated: In cities like Atlanta, Jacksonville, Charlotte, and…