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FHFA Juices Multifamily Caps for GSEs

December 5, 2025
Dennis Hollier
Next year, the GSEs will see a $30 billion hike in their combined multifamily caps, which is in keeping with forecasts of more multifamily activity in 2026.
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GAO Urges FHFA to Provide GSEs More Fair Housing Guidance

December 5, 2025
Dennis Hollier
FHFA Director Bill Pulte’s decision to rescind or amend existing agency guidance on fair lending and fair housing requirements has muddled the compliance requirements for Fannie and Freddie.
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GSE Roundup

December 5, 2025
Dennis Hollier
FICO 10T takes a step forward; Trump names new acting IG of FHFA; a new, old analyst for Fannie Mae.
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Leadership Turnover at Fannie Followed Issues With Pulte

November 21, 2025
Dennis Hollier
Fannie executives were forced out after investigating evidence of potential wrongdoing by FHFA Director Bill Pulte, sources say.
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Ackman Taps the Brakes on GSE Reform

November 21, 2025
Dennis Hollier
Pershing Square founder Bill Ackman, who earlier this year pitched a swift end to the conservatorship, now says it could take as long as three years. He also has some near-term suggestions.
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GSE Reform Without Ending Conservatorships

November 21, 2025
Dennis Hollier
Mortgage industry stakeholders discussed what happens to the UMBS, LLPAs and capital rules if shares in the GSEs are sold without letting them out of conservatorship.
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House Reps Push for Looser Homeowners Insurance Rules at GSEs

November 21, 2025
Dennis Hollier
Rural lawmakers protest GSE guidelines that require borrowers to have replacement cost value homeowners insurance if their mortgage is purchased by Fannie Mae or Freddie Mac.
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Credit Score Changes to Impact CRT Disclosures

November 21, 2025
Dennis Hollier
Enhancements to CRT disclosures introduce three new fields and modify one existing field.
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GSE Roundup

November 21, 2025
Dennis Hollier
Freddie markets multifamily CRT deal; Fannie updates bankruptcy attorney fees; multifamily affordability test includes updated High Opportunity Areas data.
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GSEs Profits End Six-Month Slide in 3Q

November 7, 2025
Dennis Hollier
Quarterly profits were up at both Fannie and Freddie, but were down significantly on a year-to-date basis due to a weak first half of 2025. (Includes data table.)
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