After two years of limited demand, private equity and insurance companies are increasing their allocations to single family residential mortgages, driven by macro factors favoring residential mortgages over commercial real estate and commercial loans.
Several factors are fueling the increased demand for mortgages, including the end of the current rate-hike cycle, government subsidies for borrowers, favorable capital treatment by regulators, and superior risk-adjusted returns in the mortgage market.
Collection
[
|
...
]