All Into Account: The State of US Housing: Market Dynamics and Policy Shifts

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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