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Morgan Stanley this month has struggled to attract demand for a $301 million commercial real estate bond tied to a data center in Kansas City.
Bank of America Securities research shows this sector has had its best year since at least 2017, but some trends in the market point to a need for caution.
Jon Oksenholt, who holds more of Freddie's shares, recently took issue with a Pershing Square assessment of the two government-sponsored enterprises.
Disclosures from the housing-finance giants show their duration gaps have widened sharply in recent months, leaving their holdings more exposed to rate swings.
Rithm and UWM Holdings are the favorite names among publicly traded lenders, while BTIG adds coverage of Better Home & Finance at a buy rating.