Real estate investor sentiment plummeted in the first quarter of 2026 to the lowest level in the 11-quarter history of the survey, according to a recent survey from RCN Capital.

The outlook among real estate investors is at its lowest level in the last three years, due in part to the war in Iran.

Market turmoil, the COVID-19 pandemic and other challenges finally pushed Impac Mortgage Holdings to file for Chapter 11 bankruptcy in April.

Analysts at Goldman Sachs noted in a recent report that issuers who move forward with a clean-up can see improved economics by issuing new deals with seasoned mortgages.

Non-agency MBS stocked with loans called from previous issuance could provide attractive opportunities for investors, according to Goldman Sachs.

Kin Insurance issued a $335 million catastrophe bond last week, its largest offering to date.

UWM’s correspondent sales of jumbo mortgages totaled $6.91 billion, down 8.6% from 2024.

Some $1.35 billion of Pennymac’s securitized originations in the first three months of this year were loans eligible to be sold to the GSEs.

Issuance of prime non-agency mortgage-backed securities increased by 17.0% on a quarterly basis in the first quarter of 2026. (Includes three data tables.)

Redwood incurred a $5.5 million loss in the first quarter of 2026 even as mortgage-banking volume hit a record for the company.