FHFA’s $225B Bond Cap Could Backfire on Operators

 Mortgage rates are easing—but not because fundamentals improved. In this episode, we unpack how federal housing policy is quietly reasserting control over mortgage pricing through agency balance sheets, why this isn’t a market-driven move, and where the real risk is being relocated. A clear-eyed look at rate relief, underwriting reality, and why policy-driven pricing always comes with an expiration date. 

What is CRE 360 Signal™?

A daily, three-minute market pulse for commercial real estate professionals who make real decisions.

Powered by CRE 360 Signal™, each episode distills the most relevant developments in credit, assets, and execution into clear, asset-level implications—what changed, why it matters, and where risk or opportunity is forming.

No long interviews.
No macro noise.
Just concise signal for investors, operators, lenders, and dealmakers who don’t have time to read—but still need to think clearly.