US Housing & Housing Finance Outlook
9 Sectors in 60 minutes
Join Moody's Investors Service analysts for a US Housing Outlook webinar on December 9th. The webinar discussion will focus on the 2022 outlooks of 9 sectors from mortgage companies and insurers, to homebuilders, RMBS/CMBS, HFAs, and beyond.
- On-demand
- About
Join Moody's Investors Service analysts for a US Housing Outlook webinar on December 9th. The webinar discussion will focus on the 2022 outlooks of 9 sectors from mortgage companies and insurers, to homebuilders, RMBS/CMBS, HFAs, and beyond.
-
Agenda13:00 - 13:20EST
Mortgage companies and banks, mortgage insurers, RMBS
- Non-Bank mortgage companies will face profitability pressures as mortgage volumes decline
- Residential mortgage net charge-offs will rise very modestly for Fannie and Freddie as well as for banks
- Mortgage insurers will benefit from favorable economic conditions, good capitalization, lower delinquency rates and solid profitability
- Relaxing credit will somewhat weaken new RMBS collateral; losses in outstanding RMBS will rise but remain low
13:20 - 13:40ESTHomebuilders, retail, brokers and information companies
- Continued solid single-family home demand, supported by strong fundamentals, will benefit homebuilders, however growth will moderate
- Home improvement’s operating performance stabilizes as outsized demand eases and costs, supply chain pressures rise
- Expect moderating but still robust conditions for brokers in 2022, as existing home sales will fall from 2021’s level but remain above pre-COVID levels
13:40 - 14:00ESTREITs, CMBS, Public Finance (HFAs)
- Housing REITs will continue to benefit from faster than expected rental growth rates, supported by strong demand, shortage of inventory and geographic migration
- As new supply continues to come on line, rental rates for multifamily properties within CMBS will continue to grow, but at a slower pace than in 2021
- Expect strong HFA multifamily performance and recovery of single-family portfolios
-
Speakers
Register to Watch.
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseCREATE MOODY’S LIVE ACCOUNT
This hub gives you access to:
- MOODY'S EVENTS - Live and on-demand
- Personalise your interest preferences
- All on a single platform