Fannie/Freddie 2026 May Be The Year They Go Private. Get In Early.

[Non Sequitur]

Yeah, backing off of the IPO idea. Having control of the GSEs is too big of a policy stick to give up:

https://www.politico.com/news/2026/02/03/pulte-fannie-freddie-ipos-00762367

 

[Fernando]

If Fannie goes public, costs will go up for the public.
It's for profit so they will be more watchful in costs and what types of loans to avoid especially to more risky borrowers and areas.