EPISODE · Apr 7, 2026 · 56 MIN
Episode 3: Option ARMs, Credit Policy Shifts & the Housing Shortage Debate
from No Surrender with Greg Sher, Jennifer McGuinness & Coby Hakalir · host Greg Sher
In Episode 3, we’re tackling some of the most controversial shifts happening in housing right now: The return of Option ARM-style products, reverse/equity select loans, and what it signalsDU approvals with little to no credit minimums — and where the line actually is The Michael Burry “no housing shortage” argument — and why it’s sparking major debate CMBS pressure — is there a commercial cliff coming or a massive opportunity? And the ongoing broker vs banker feud (CCM, Two Harbors, IMBs) and why it matters Big topics. Real tension. Different perspectives.No Surrender.
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Episode 3: Option ARMs, Credit Policy Shifts & the Housing Shortage Debate
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