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A group of former Trump administration officials are reportedly putting together a new plan to end the 16-year federal conservatorship of the government-sponsored enterprises (GSEs) Fannie Mae (OTCQB: FNMA) and Freddie Mac (OTCQB: FMCC).

The Wall Street Journal, sourcing its coverage from unnamed “people familiar with the matter,” reported discussions on GSE reform have been going on since the spring and are focused on privatizing the GSEs. A top focus from the discussions involves whether Fannie Mae and Freddie Mac will be sufficiently capitalized so they can function outside of conservatorship and not create a new risk to the housing market.

Among the people involved in these plans are Larry Kudlow, former director of the National Economic Council, and John McEntee, former director of the White House presidential personnel office. Former President Donald Trump is not part of these discussions and has not presented GSE reform proposals in his ongoing presidential campaign.

Fannie Mae and Freddie Mac purchased nearly 40% of the $435 billion of residential loans originated in the second quarter of this year, and they either owned or guaranteed roughly 40% of the $2.2 trillion in multifamily mortgage debt as of September 2023.