Fannie Mae’s MBS Holdings Increase Again in November December 12, 2025 Dennis Hollier Fannie’s MBS holdings spiked to $54.65 billion as of the end of the month.Read More
GSEs Update Guidelines Tied to Fraud December 11, 2025 Brandon Ivey Fannie and Freddie issued separate updates aimed at identifying and preventing fraud in mortgage transactions.Read More
FHFA Announces 2026 Conforming Loan Limits November 26, 2025 Dennis Hollier For one-unit properties, the baseline conforming loan limit will be $832,750 in 2026.Read More
FHFA Increases GSE Multifamily Caps for 2026 November 25, 2025 Brandon Ivey Both Fannie Mae and Freddie Mac will be subject to $88.0 million caps on their multifamily funding volume in 2026.Read More
Ackman Hoping for GSE ‘Christmas Present’ From Trump Admin November 21, 2025 Brandon Ivey “The president’s got a lot on his plate,” Bill Ackman, CEO and portfolio manager of Pershing Square Holdings, said of President Trump. “We’re approaching Thanksgiving, but it’s actually theoretically possible.”Read More
GSE CRT Issuance Dragged Down by Fannie in 3Q November 20, 2025 Dennis Hollier Combined issuance of CRT notes declined from $2.15 billion in the second quarter to $1.25 billion in the third.Read More
Ackman Offers Revised Plan for GSE Reform November 19, 2025 Dennis Hollier Ackman proposed a timeline that would allow the Trump administration to claim some short-term victories while working toward a larger capital raise.Read More
Refis Boost GSE Deliveries in October November 10, 2025 Dennis Hollier Mortgage deliveries to the GSEs were up 14.5% from September to October, according to data from Inside The GSEs.Read More
GSEs Add Options to Selling Guides November 6, 2025 Dennis Hollier New rep and warrant relief at Fannie; ADUs for manufactured homes at Freddie.Read More
GSE Portfolios Increase to Level Last Seen in 2021 November 4, 2025 Dennis Hollier Holdings of both mortgage-backed securities and mortgages increased during the third quarter.Read More