AI consumes about 30% of DRAM wafers. PE owns about .5% of single family homes.

impossiblefork 11 hours ago | parent [-]

It going to be misleading to look at the fraction and I think it's misleading to only look at PE investors. It's more important to look at the fraction of demand for homes that are on the market.

Investors bought 1/3 of the US homes sold in 2023. This is, I think, quite alarming, especially since a small amount of extra demand can have a large effect on prices.

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xadhominemx 10 hours ago | parent [-]

That 1/3rd is almost all small time flippers who renovate properties before resale.

	▲	intrasight 10 hours ago \| parent \| next [-]
		Good point. Flippers shouldn't be included in that stat. But I doubt that it's "almost all". The statistic that matters is the ratio of owner occupied to rented single family homes.
	▲	riku_iki 7 hours ago \| parent \| prev [-]
		this would need some source citation. There are plenty of investors on the market holding rental properties.