Only “Number Jesters” report 2Q economic growth at 4% pace

4 factors weighing down housing in the second half of 2014

Will housing collapse?

Altos: Critics wrong about housing, it’s going to soar

2015 will see notable price appreciation

Items Tagged with 'KBW'


KBW, FBR relatively bullish on mortgage originations

Expectations down from start of 2014 but optimistic on 2Q bounce
July 21, 2014
Despite a rough start to 2014, two major research and analysis firms are bullish on mortgage banking despite diminished expectations for overall volumes in 2014.
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KBW: Plan to wind down GSEs will fail

Analysts say GSEs' survival chances keep improving
June 13, 2014
KBW’s analysts predict that the Treasury will eventually shift its focus from winding down the GSEs to seeking to unwind its investment in the companies. But the analysts said that this shift could take several years.
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Colony rental securitization prices

Investor demand sparks "positive" return
April 3, 2014
Moody's provisional ratings of the rental securitization deal was cited by the analysts as one of the reasons for the pricing, noting that it added "institutional credibility" to the deal. Kroll Bond Ratings and Morningstar also provided similar ratings.
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Here's the reaction to the latest Fannie, Freddie reform proposal

Waters' plan joins three others already in consideration
March 28, 2014
With the release of GSE reform legislation from Representative Maxine Waters, there are now four different proposals to wind down Fannie and Freddie and create a new mortgage market structure in the U.S. But have we reached the saturation point of GSE reform proposals?
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Good heavens! REO-to-rentals trying to turn a profit?

NYT: This new asset class thing is new and therefore scary or something
February 10, 2014
Having just discovered REO-to-rental as an asset class, the New York Times wants you to know it is not really in favor of this concept. Therefore, it's exactly like what caused the financial crisis.
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American Homes 4 Rent jumps on REO-to-rental wagon

Enters rental-backed bond market
November 8, 2013
American Homes 4 Rent is the latest company to capitalize on the REO-to-rental securitization market and securitize a portion of its portfolio of single-family properties.
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Single-family rental securitization market boasts near trillion-dollar potential

Blackstone-Invitation Homes deal prompts KBW to analyze the sector's overall value
November 1, 2013
The REO-to-rental securitization deal that Blackstone subsidiary Invitation Homes brought to market is just the tip of the iceberg, with KBW analysts forecasting a nearly trillion dollar market when calculating the lingering possibilities that exist for single-family rental securitization deals.
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Homebuilders drive into peak season

75% of annual returns are made from November to January
October 30, 2013
Homebuilders are driving into their peak season, with more than 75% of annual homebuilder returns historically generated in the November-to-January time frame due to growth in demand in advance of the upcoming spring selling season.
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Investors focus on ramping up occupancy rates

Analysts note slower pace of purchases on new properties
September 18, 2013
Institutional investors notably slowed their pace of purchases in an attempt to focus on ramping up occupancy rates on rental units. Because of this, many are left wondering about the potential impact of a rise in rates and a moderation in investor demand.
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Ocwen mortgage servicing spinoff HLSS earns heaps of market praise

January 22, 2013
The big idea from Ocwen Financial was to establish an offshore entity to help it deal with its massive influx of business.Now, nearly one year since that...
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