Monthly issuance of agency single-family MBS was up just 1.9% from December, boosted by a surge in cash-out refinances. Production in January 2026 rose 21.6% from the same month last year. (Includes two data tables.)

The HEI securitization market is expected to continue growing in 2026, helped by growing borrower awareness and investor appetite.

The Community Home Lenders of America reiterated its support for program revisions at Ginnie Mae to ease liquidity challenges faced by small and mid-sized nonbanks.

The commercial MBS delinquency rate climbed in December. Record CMBS issuance as well as a fading maturity wall are expected in 2026.

The securitization backed by loans for fine art and collectible cars was originally planned for $600 million.

In collateralized fund obligations, general partners typically purchase the fund assets of limited partners, allowing the GPs to add leverage and the LPs to diversify their holdings and gain liquidity.

Uniti Group expanded its involvement in the ABS market with its first transaction backed by residential fiber network assets.

SFA launches survey of fraud detection and mitigation; Housing Policy Council appoints Alexander Jackson; Nada Holdings enters into a $150 million forward flow purchase agreement.

FHFA quietly increased the cap on the GSEs’ holdings of agency MBS from $40 billion apiece to $225 billion. That’s the same as the cap on their entire retained mortgage portfolios.

Interest rate and spread volatility has declined in recent months. That’s leading to a reduction in potential returns from agency MBS along with a more stable investing environment.