Bank and thrift holdings of ARMs increased from the end of September to the end of December.

Some $401.0 billion of nonconforming mortgages were originated in 2025.

Michael Tannenbaum, CEO of Figure Technology Solutions, said some lenders are on the verge of shifting some of their mortgage business from the GSEs to FTS.

Angel Oak Mortgage REIT generated $11.3 million of net income in the fourth quarter of 2025.

Agency-eligible loans are frequently being delivered to non-agency MBS instead of the GSEs.

Home prices increased by 0.1% on a monthly basis in December, according to the Federal Housing Finance Agency.

Redwood Trust is set to issue its first expanded-credit MBS from its Aspire shelf.

Pennymac Mortgage Investment Trust is generating a return on equity in the low- to mid-teens from issuing non-agency MBS.

Recent inflation trends along with the strong jobs report for January “suggest the lower likelihood of a rate cut” at the next Federal Open Market Committee meeting, according to Joel Kan, a vice president and deputy chief economist at the Mortgage Bankers Association.

MFA Financial's net income in the fourth quarter increased 12.9% from the quarter prior.