Monday, February 2, 2009

Mortgage Meltdown V2

Negative Equity Properties & the Risk of Foreclosure:

Will Borrowers Walk Away or Wait for Appreciation to Return?
  • In Massachusetts only 6% did so in a 1992-2007 study
  • But the situation is far worse today with 18% of all loans having negative equity and another 23% are nearly so
  • LTV (loan to value) averages 66% nationally with 10 states at 75% plus
  • Nevada and Michigan, negative equity borrowers exceed 80%

Coming Wave of Option ARMs (adjustable rate mortgages):

From 2009-2011, an estimated $1.88b in option ARMs will recast

Breakdown
  • $80mm in Q4 2008
  • $575mm total for 2008
  • $804mm total for 2009







Specific Cases:


Countrywide
  • 72% of borrowers were making lest than full interest payments
  • 83% received loans with little or no documentation

Wachovia
  • 45% of $122b in their loan portfolio consist of option ARM loans

Mortgage Payments Will Rise by 50% in 2010 and Double by 2011:





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