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总结
多家美媒报道，特朗普在住房议题上提出限制甚至禁止机构投资者购买单户住宅的设想，试图将房价上涨与“华尔街/企业房东”联系起来，以回应住房可负担性与“美国梦”焦虑。该提议若推进，将改变租赁住房投资逻辑，令以配置房地产为重要策略的家族办公室和基金面临政策不确定性与资产定价风险，并可能引发联邦与州层面的监管讨论及市场预期分化。
正文
Trump's proposed ban on buying single-family homes introduces uncertainty for family offices CNBC Opinion | Trump is planning to rescue a crucial part of the American Dream The Washington Post Why America's corporate landlords are not villains The Economist Trump's housing plan casts Wall Street as the villain. He's got the wrong guy CNN Arizona lawmaker targets Wall Street investors buying up single-family homes AZ Family
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