SubPar,
I wouldn't take that video as any sort of tacit affirmation Blackstone (or any institutional investors, for that matter) are bearish on housing at a macro level. That's a pretty clickbaity extrapolation based on a small sample size, IMO.
The question is not whether they are bearish. They work on a different scale and a different set of assumptions than a typical individual house owner. Hence, if they falls, their whole real estate portfolio will be foreclosed. The impact will not be limited to individual housing market.
This is interesting!
KlangFool
Statistics: Posted by KlangFool — Tue Jul 30, 2024 9:46 am