Tagged: analysis

Rates rise across key property types, with CMBS and office exposure driving risk into 2026

Seasonal improvement lowers early-stage delinquencies, but rising serious delinquencies and foreclosure activity signal growing late-cycle credit risk for originators

Monthly gains led by the South point to improving supply conditions, but affordability pressures and rate volatility continue to shape the spring housing market

GreenPath data suggests more seniors are arriving later in the financial cycle, limiting flexibility for loan structuring

Seasonal momentum builds as spring market begins, though supply remains constrained year over year

Redfin survey finds majority of homeowners upgrading current homes instead of relocating, limiting housing turnover and purchase opportunities for originators

Redfin data shows localized, high-income demand accelerating while much of the U.S. market remains constrained

MBA data shows $443 per-loan profit, with performance improving through midyear before compressing in Q4

New analysis from Realtor.com suggests federal borrowing may limit rate relief and extend affordability pressure

Optimal Blue data shows purchase activity carrying the market while refinance volume turns more selective