In this podcast, J.P. Morgan Research analysts examine the resiliency in US home prices, despite slower growth and higher rates, and the commercial real estate crisis. They provide insight into the drivers behind the frozen housing market, the challenges facing homebuilders, and the evolving role of Fannie Mae and Freddie Mac amidst discussions of GSE privatization. The discussion delves into the impact of tariff and immigration policies, particularly on the High Yield housing sector.
Speakers:
Joyce Chang, Chair of Global Research
John Sim, Head of Securitized Products Research
Michael Rehaut, Head of U.S. Homebuilding & Building Products Equity Research
Anthony Paolone, Co-Head of REITs & Real Estate Services Equity Research
Chong Sin, Securitized Products Research
Nick Maciunas, Head of Agency MBS Research
Arjun Chandar, North America Corporate Credit Research
This podcast was recorded on July 3, 2025.
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