We held an informative call with Ed Pinto of AEI yesterday which was both data heavy and insightful. Given the size of housing as an asset class, the outsized role it’s played in the peri-pandemic period and the macro dynamics shaping both fundamental and equity related performance for the sector, we wanted to make available this Housing sector content to our macro audience. For further information regarding our Housing sector research please contact sales@hedgeye.com
The frank and far-ranging discussion covered the following key topics impacting the current and future state of the US Housing market.
- Thoughts on the record supply/demand imbalance
- Underwriting conditions
- Credit quality outlook/forbearance trends/default prospects
- FHFA foreclosure moratoria expiration
- Deurbanization update
- General prospects for Housing & FHFA under the incoming administration
Edward J. Pinto is one of the nation’s top scholars on housing markets/finance, a former Fannie Mae executive, and the current Director of the Housing Center of the American Enterprise Institute (AEI) to discuss a variety of topics currently impacting the US Housing market.
CLICK HERE for both the presentation slides and the video & audio replays.
About Edward Pinto:
Edward J. Pinto is a resident fellow and the director of the Housing Center at the American Enterprise Institute (AEI). He is currently researching how to increase the supply of economical housing for hourly wage earners, as well as examining the current house price boom that began in 2012. This continues his previous work on the role of federal housing policy in the 2008 mortgage and financial crisis. He is also researching the immediate and longer-term impacts of the pandemic.
Before joining AEI, Mr. Pinto was an executive vice president and chief credit officer for Fannie Mae until the late 1980s. Today, he is frequently interviewed on radio and television and often testifies before Congress. His writings have been published in trade publications and the popular press, including in the American Banker, The Hill, RealClearPolitics, and The Wall Street Journal.
Mr. Pinto has a J.D. from Indiana University Maurer School of Law and a B.A. from the University of Illinois at Urbana-Champaign.
