Replies to post #686850 on Fannie Mae-No Politics (FNMA)

[tutt1126]

Biden is spending $6 trillion in infrastructure bill . So I think big catalyst is coming sooner.

[FOFreddie]

Thanks again Brooge for your input. The report on Page 7 advocates for the sale of the UST interest to fund affordable housing programs. Seems consistent with and cites the CBO - this anticipates a regulatory recap and release into a Utility Model. Further in the report it seems to advocate for the restructuring of the SPSA since this will be necessary for the recap and release. It is my recollection that the common and JPS have value in the CBO analysis.

https://www.brookings.edu/wp-content/uploads/2021/02/20210219_CRM_CalhounRanieri_FINAL.pdf

[chessmaster315]

GSE's worth 45-98 billion according to government:

Conservatorship has created an historic opportunity for addressing the nation’s affordable housing crisis and advancing racial equity in housing. As part of the assistance plan for the GSEs, the government received stock interests in the GSEs, now valued at $48 to $98 billion by the Congressional Budget Office. The value of these assets comes from fees collected from GSE loans and that value should remain in the housing market to further affordable housing.