Policies published by Fannie Mae in December allow ADUs to be treated like other home features or improvements.

In the first half of 2026, $120.88 billion of GSE purchase mortgages with private MI was securitized, a 4.5% increase from the first half of 2025.

The GSEs are acting like a relative value investor rather than crowding out other agency MBS investors, according to leaders of REITs that focus on agency MBS.

Mark Begor, CEO of Equifax, dismissed concerns that mortgage lenders are looking at scores from both FICO and VantageScore to determine which score to use with mortgages delivered to the GSEs.

The largest holder of mortgage-backed securities among REITs increased its portfolio and boosted profits in the second quarter.

The biggest change for Dynex in the second quarter was a sharp reduction in unrealized losses on investments.

Oaktree's investments are expected to further diversify Temple View Capital's institutional capital base.

Nonbanks held the rights to service 68.6% of outstanding servicing tied to agency MBS as of the end of June.

“The highest mortgage rates in nearly a year and the record-high national median home price together are contributing to a tepid housing market that is especially difficult for first-time homebuyers,” said Lawrence Yun, chief economist at NAR.

Primary MI volume in the agency MBS market increased at a faster pace at FHA and VA in the second quarter of 2026 compared with private MI usage with the GSEs.