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Home » Authors » John Bancroft

Articles by John Bancroft

CMBS Falters in 3Q22 but Agency MF Softens Decline

November 10, 2022
John Bancroft
Securitization of office-property mortgages fell to its lowest level in 10 years, while retail and lodging also saw big declines in the third quarter. Agency multifamily MBS issuance held up better, paced by a modest gain in Freddie production. (Includes two data charts.)
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Jumbo Market Clobbered in 3Q...

November 10, 2022
John Bancroft
Most of the top lenders in conventional/conforming recorded hefty declines, with one huge exception...
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Jumbo Market Clobbered in 3Q22, Govt Hangs On

November 10, 2022
John Bancroft
Despite significant erosion in conventional-conforming and jumbo lending in the third quarter, a few shops managed to boost originations. FHA/VA lending was relatively safer. (Includes two data charts.)
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Depositories Report Weakening Mortgage Banking Income

November 7, 2022
John Bancroft
JPMorgan Chase was the top earner among the group with $313 million in mortgage fees and related income...
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Agency MBS Issuance Still Searching for a Bottom, October Volume Down 19%

November 4, 2022
John Bancroft
The top agency issuers in October: UWM, PennyMac and Rocket Mortgage...
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Banks Report Weakening Mortgage Banking Income

November 4, 2022
John Bancroft
Publicly held banks reported a 20% decline in mortgage banking income from the second to the third quarter as more firms shift away from the originate-to-sell model. Servicing generally helped offset faltering profits on production and secondary marketing. (Includes data chart.)
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Agency MBS Issuance Still Searching for the Bottom

November 3, 2022
John Bancroft
Now that the purchase-mortgage market is getting squishy, agency MBS issuance may sink to its lowest level in years. New pricing from the GSEs may be offset by a potential cut in FHA premiums. (Includes two data charts.)
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The 3Q Tally: Nonbanks Relentlessly Grow Their MSR Holdings

November 3, 2022
John Bancroft
The nation's top three primary servicers at September 30: Wells Fargo, Cenlar and Mr. Cooper...
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Nonbanks Relentlessly Grow Share in 1-4 Family Servicing

November 3, 2022
John Bancroft
As a group, nonbank servicers are growing faster than depositories. But some of the biggest gains in the third quarter were by banks, and a number of nonbanks shrank their portfolios. (Includes three data charts.)
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CLO Issuance Sinks Again in 3Q22 as Refi Deals Vanish

October 31, 2022
John Bancroft
Palmer Square Capital Management was the top issuer of BSL deals in the third quarter with $2.40 billion...
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