fromwww.housingwire.com
4 days agoMortgage stocks to benefit from AI-driven savings in 2026
Picking up another 20%+ total return next year will likely hinge on valuation improvement for most stocks (especially the mortgage REITs), however we're optimistic there could be some earnings torque in the servicers as a function of AI-driven workflow helping trim expenses, which we think is only partly reflected in valuations, he added. BTIG covers 20 companies in the mortgage sector. As a group, they are expected to originate $750 billion in 2026, representing a 12% year-over-year increase.
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