In the following video, host Chris Hill sits down with Motley Fool analyst Austin Smith to talk about housing trends in the United States. Austin tells investors about the huge surge in private-equity homeownership and discusses the one company that's the largest homeowner in the United States. He then tells us how this correlates to a huge increase in home rentals over individual homeownership, and he gives us a few of his picks for how investors can play a spike in single-family home rentals.

Austin Smith owns shares of Zillow. Chris Hill has no position in any stocks mentioned. The Motley Fool recommends and owns shares of Zillow. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.