MBS and Mortgage Investor Activity

Thrift Industry Mortgage Security Holdings

Thrift industry mortgage security holdings by year from 1987-2011, including GSE/GNMA pool MBS, non-agency pool MBS, agency REMICs, non-agency REMICs, total MRS, total MRS holdings for all FDIC-insured thrifts, and FHL bank MBS.

1987-2008 data includes 2008 quarterly numbers, while 2001-2Q11 data includes quarterly numbers for 2010-2Q11.

2001-2Q11 Data

1987-2008 Data

Poll

With mortgage production down noticeably this year from 2017, how many lenders might disappear via M&A or failure during the next 12 months?

10% or less. It’s not that bad out there.

17%

11% to 25%. It’s a challenging market.

48%

25% to 40%. It’s going to be very ugly.

24%

No opinion.

11%