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EP 114: FHA Exposé

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Manage episode 472474237 series 3511585
Content provided by Ashley Boeckholt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Boeckholt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ashley, Matt, Gregg, Charles, and guest John Comiskey, a mortgage tech veteran and data sleuth, dive deep into the alarming rise of FHA loan delinquencies and their potential ripple effects on the housing and lumber markets. They expose how skyrocketing mortgage defaults—some borrowers making only a handful of payments over years—are straining government-backed mortgage programs and potentially gaming the system. The episode unpacks the data behind these trends, explores what tightening FHA rules in 2026 could mean for first-time homebuyers, and analyzes the downstream impact on construction demand and lumber pricing. Packed with sharp insights, industry analysis, and a touch of humor, this episode is a must-listen for anyone in the lumber, real estate, or construction supply chain looking to navigate the challenges ahead.

  continue reading

79 episodes

Artwork
iconShare
 
Manage episode 472474237 series 3511585
Content provided by Ashley Boeckholt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Boeckholt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ashley, Matt, Gregg, Charles, and guest John Comiskey, a mortgage tech veteran and data sleuth, dive deep into the alarming rise of FHA loan delinquencies and their potential ripple effects on the housing and lumber markets. They expose how skyrocketing mortgage defaults—some borrowers making only a handful of payments over years—are straining government-backed mortgage programs and potentially gaming the system. The episode unpacks the data behind these trends, explores what tightening FHA rules in 2026 could mean for first-time homebuyers, and analyzes the downstream impact on construction demand and lumber pricing. Packed with sharp insights, industry analysis, and a touch of humor, this episode is a must-listen for anyone in the lumber, real estate, or construction supply chain looking to navigate the challenges ahead.

  continue reading

79 episodes

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