Is real estate set to soar in 2026? 2 moves that hint at what's to come.
Jan 11, 2026
Starting 2026 With A Bang! 🤯
Well isn't this interesting...
We're just a couple weeks into the new year and we've got some spicy headlines related to the real estate market.
No more big home buyers?
First, President Trump fired shots at Wall Street, saying he wanted to outlaw institutional investors from buying single family rental properties.
While the institutions don't own a significant portion of homes across all of America, Jacksonville and Tampa both are markets with a higher concentration of institutional ownership in the rental market (21% and 15%, respectively).
If the restriction goes through, it could create significant opportunities for a range of buyers.
Can the Government push mortgage rates lower?
This is the most direct way for the government to shift mortgage rates.
If they buy MBS, rates typically go down. If they sell MBS, rates typically go up.
The question is how much could $200B of purchases impact the markets?
To answer it, let's see just how big $200B is when it comes to the mortgage market...
When you look at the size of the Fed's MBS account, they own more than $2T of mortgage-backed securities.
The $200B in potential buying would account for around 9% of the current balance.
This tells us that it's not an insignificant amount of purchases, but it's also not likely to move the needle drastically.
My guess is we'll see rates drop ~0.25% once the check clears.
The bottom line. ✅
The main point I'd take from these headlines is that it has become clear that President Trump is putting emphasis on getting the housing market going at a higher speed.
...And before you email me — that's not a political statement. It's a market reality.
The real question is are you positioning your clients and yourself to capitalize on this opportunity?
Do you understand what opportunities we're likely to see based on these moves?
It's something I'll be going over with my Market Insiders in our January coaching session in just a few days. If you typically sell $5M+ a year in Northeast Florida and want help, consider applying to join the group.
It's time to lock in and build momentum for the year! Let's go! 🚀
Dr. Alex Stewart
Founder
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