If the call reports show $x in single family "wholesale originations and purchases" and HMDA doesn't match up - where's the difference? Is that possibly whole loan purchases?
AND... is there really any way to tell what a bank's CRE lending activity has been? Comparing portfolio changes month-to-month obviously isn't enough due to xfers to/from "held for sale" and new purchases. So what's the magic formula?
And by WHO/WHERE is this data reliably collected that doesn't cost several thousand dollars for a subscription?
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