Episode 36: Homes, Mortgages & Opportunity - Skylar Weinand, CFA, Managing Partner at Regan Capital

Following the mortgage market meltdown of 2008, a whole new group investment companies arose from the wreckage of investment banks. I was among the few people at the time running into the fire and actively investing with these startup mortgage investment firms. Amongst those building new mortgage investment businesses was a particularly bright, energetic guy named Skylar Weinand from Texas. Skylar had previously spent time at various investment firms managing large pools of mortgage-backed securities and he saw an opportunity to blaze his own path, trading in the open white space of a brand new mortgage market. Fast forward 15 years and Skylar’s firm, Regan Capital is still innovating, adding mutual funds and ETFs to their long standing hedge fund and private capital businesses. While Skylar is a fantastic trader, he’s a particularly insightful thinker. In today’s podcast, we discuss the impact of high interest rates on the US housing market. To know mortgages, you really need to understand housing. We talk about supply / demand dynamics for both mortgages and housing – and, ultimately, why this moment in time presents a particularly interesting opportunity.

This podcast was recorded on April, 15th 2024. The respective opinions expressed are those of Mr. Weinand and the Biltmore Family Office, LLC investment team. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.

 Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.