No Surrender with Greg Sher, Jennifer McGuinness & Coby Hakalir

PODCAST · news

No Surrender with Greg Sher, Jennifer McGuinness & Coby Hakalir

No Surrender is a livestream featuring three of the housing industry's most outspoken voices. Hosted by Greg Sher, Jennifer McGuinness-Lubbert, and Coby Hakalir — covering the news, macroeconomics, and political forces reshaping the industry in real time.No Surrender doesn't just report on the industry's challenges — it confronts them head-on. From consumer-facing crises to the nuanced, inside-baseball developments that only industry insiders truly understand, the hosts bring sharp opinions, deep expertise, and the kind of honest disagreement that actually moves the conversation forward. These three don't typically see eye to eye — and that's exactly the point.

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    No Surrender, Episode 3: Option ARMs, Credit Policy Shifts & the Housing Shortage Debate

    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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ABOUT THIS SHOW

No Surrender is a livestream featuring three of the housing industry's most outspoken voices. Hosted by Greg Sher, Jennifer McGuinness-Lubbert, and Coby Hakalir — covering the news, macroeconomics, and political forces reshaping the industry in real time.No Surrender doesn't just report on the industry's challenges — it confronts them head-on. From consumer-facing crises to the nuanced, inside-baseball developments that only industry insiders truly understand, the hosts bring sharp opinions, deep expertise, and the kind of honest disagreement that actually moves the conversation forward. These three don't typically see eye to eye — and that's exactly the point.

HOSTED BY

Greg Sher

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