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Rick Palacios Jr., industry influencer, shares that institutional investors play a role in increasing housing supply.
Citing comments from Dallas Tanner, CEO of Invitation Homes, Palacios Jr. highlights that the company has sold almost 20,000 homes back into the marketplace over the course of its business, as stated on the April 30, 2026 earnings call.
Palacios Jr. has recently tracked price trends among major housing markets. In a recent survey, he reported that all San Francisco resale agents saw home prices rising, compared to just 27% nationally. He also noted that D.R. Horton executives highlighted softness in markets linked to the software sector.