HousingWire Daily Trump’s Fannie, Freddie IPO and the latest on the Fed
12 snips
Aug 11, 2025 
Logan Mohtashami, a lead analyst and housing market expert, joins to discuss Donald Trump's plans to IPO Fannie Mae and Freddie Mac. They delving into how this might reshape the mortgage market and its implications for the economy amid Federal Reserve trends. The conversation highlights the risks of these institutions remaining under conservatorship and how recent changes in mortgage rates are impacting housing dynamics. Mohtashami also shares insights on the optimistic shifts in market conditions and supply-demand scenarios.
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Fed Board Pick Seen As Loyalty Play
- Logan Mohtashami calls the Fed board pick a loyalty choice rather than a traditional Fed insider selection.
- He warns this signals political influence could outweigh market-focused expertise.
IPO Likely With Government Backstop
- Logan Mohtashami expects any Fannie and Freddie IPO to include some form of government guarantee rather than full privatization.
- He believes they'll sell only a piece and keep protection to avoid market disruption.
During COVID They Pivoted Without Shareholders
- Logan Mohtashami recounts that Fannie and Freddie pivoted flawlessly during COVID because they didn't answer to shareholders.
- He publicly salutes Mark Calabrio for helping stabilize the housing market in that crisis.