To the Point With Bob: Why Preserving Competition Between Fannie Mae and Freddie Mac Matters

The Trump Administration has signaled that it is prepared to take meaningful steps to alter the long-standing conservatorship of Fannie Mae and Freddie Mac, which has now entered its eighteenth year. One idea some have mentioned is the potential merger of the two government-sponsored enterprises (GSEs), or their placement under common holding company ownership, writes MBA President & CEO Bob Broeksmit, CMB.

CMF Quote of the Week

“The delinquency rate for commercial mortgages increased in the second quarter of 2025 across most major capital sources.”
–Reggie Booker, MBA’s associate vice president of Commercial Real Estate Research

Redfin Finds the Homeowner Population Fell in Q2

Redfin, Seattle, in a new analysis, found that the number of U.S. homeowner households dropped by 0.1% year-over-year to an estimated 86.2 million in Q2.