Delinquencies continue to rise but industry participants stress there’s no cause for concern. They pointed to a change in FHA loss-mitigation policies during the fourth quarter and “market recalibration.” (Includes two data tables.)

Armour’s investment portfolio increased by 60% on an annual basis to $20.0 billion as of the end of 2025.

Mixed readings on home starts, sales and prices in January.

“Builders reduced their expectations for future sales as buyers report affordability challenges, which is contributing to declining consumer confidence for the overall economy,” said Buddy Hughes, chair of the National Association of Home Builders.

Union Home Mortgage hired a national vice president of mergers and acquisitions.

The Fed will soon issue a proposal to loosen capital requirements for bank holdings of mortgage servicing rights and a proposal loosening capital requirements for mortgages held in portfolio by banks.

Rithm Property Trust is looking to acquire an agency multifamily loan originator or servicer.

Some 29% of home purchases in December were all-cash transactions, according to Redfin.

For the full year, refis accounted for 30.1% of total first-lien mortgage originations, up from a 21.5% share in 2024.

Marina Walsh, a vice president of industry analysis at the MBA, suggested that the rise in FHA delinquency rates could soon slow.