A new policy move could reshape institutional capital flows in real estate. The administration is moving to restrict large investment firms from purchasing single-family homes, shifting the market dynamics significantly. This decision targets institutional investors who've been aggressively buying residential properties—a strategy that's driven up prices and reduced supply for individual homebuyers. The implications extend beyond housing: when capital repositions on this scale, it typically seeks alternative asset classes. For investors tracking macro trends, this signals potential shifts in how institutional money allocates across different sectors. Whether this accelerates capital interest in alternative assets like crypto remains to be seen, but policy-driven market adjustments of this magnitude always merit close attention.