On the other hand, backtracking by the FHFA would be "a slight negative to multifamily lenders who compete with the GSEs, Mills wrote. The largest of those he mentions, in terms of market cap, are New York Community Bancorp ( NYCB), Signature Bank ( SBNY) and Astoria Financial ( AF).

-- Written by Dan Freed in New York.

Disclosure: TheStreet's editorial policy prohibits staff editors, reporters and analysts from holding positions in any individual stocks.

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