Bank and thrift holdings of Ginnie Mae MBS rose 5.0% in the first quarter and investment in agency CMOs increased 3.4% from the end of 2019.

“Some companies are higher and some are lower,” said Charbonneau, “but the range has moved up.”

Close to 40% of loans in a planned non-QM MBS from Starwood Non-Agency Lending are subject to COVID-19-related forbearance. The relief rate on a deal from Verus Mortgage Capital is 7%.

At an estimated $106 billion, wholesale-broker production represented 15.8% of first-lien originations in early 2020, the sector’s biggest share since the financial meltdown...

Next stop: The Fannie/Freddie re-IPOs?

Citadel has contributed non-QMs to MBS issued by other firms while never issuing its own security. Meanwhile, an MBS from MFA Financial with loans from Citadel is on hold.

FHA's policy statement could see the light of day next week, or not...

The loan, structured by Canyon Partners with participation from credit funds managed by affiliates of Fortress Investment Group, essentially doubled the amount of cash New Residential has on its balance sheet.

Overall, the jumbo origination share fell to 11.9% in the first quarter from 14.1% in 4Q19...

The FHFA's optimism is based on quarterly income, financial, and balance sheet statements that Fannie and Freddie receive from 346 MBS servicers...