Bose George

Managing Director at KBW, providing investor views on GSE release, capital requirements, and market trends.

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Jul 7, 2025 • 29min

Bose George on the Rocket/Mr. Cooper deal, GSE release and more

Bose George, Managing Director at KBW, shares his insights on key financial trends shaping the housing market. He discusses the potential of GSE release and implications for capital requirements. The Rocket/Mr. Cooper deal is analyzed, shedding light on recent market consolidations. George highlights how regulatory changes might influence mortgage spreads and investor confidence. He also explores the integration of AI in real estate, addressing its challenges and opportunities in transforming traditional market dynamics.

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