Episode 3: Option ARMs, Credit Policy Shifts & the Housing Shortage Debate episode artwork

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.

Episode metadata supplied by the publisher feed · Published Apr 7, 2026

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Episode 3: Option ARMs, Credit Policy Shifts & the Housing Shortage Debate

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This episode was published on April 7, 2026.

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