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Archive for January, 2011

Wednesday, January 19th, 2011

Capitalism cannot work unless banks are allowed to go bust, Bank of England deputy governor Paul Tucker has said.

Mr. Tucker told BBC Two's Britain's Banks: Too Big to Save? program that despite changes to the banking system since the 2008 financial crisis, more still needs to be done.

Banks still do not hold high enough levels of capital – and no bank should be considered too big to fail.

Wednesday, January 19th, 2011

The nation's largest private mortgage insurer, MGIC Investment Corporation (MTG: 3.69 -4.65%) today reported a net loss for 4Q 2010 of $186.7 million, compared to a net loss of $280.1 million for the same quarter a year ago.

Diluted net loss per share was $0.93 for the quarter, compared to diluted loss per share of $2.25 for the same quarter a year ago.

New mortgage insurance written in the fourth quarter was $4.2 billion, compared to $3 billion in the fourth quarter of 2009.

In addition, the Home Affordable Refinance Program (HARP) accounted for $1.1 billion of insurance that is not included in new insurance written total for the quarter. HARP refinances are treated as a mortgage modifications and therefore count as existing insurance, not new policies.

MGIC's net loss for 2010 was $363.7 million, compared to a net loss of $1.32 billion in 2009. For the full year 2010, diluted loss per share was $2.06 compared to a diluted loss per share of $10.65 for the full year 2009.

Total revenues for the fourth quarter were $361.1 million, compared to $405.5 million in the fourth quarter last year. Net premiums written for the fourth quarter were $271.4 million, compared to $286.9million for the same period last year.

New insurance written for the full year 2010 was $12.3 billion compared to $19.9 billion in 2009. HARP activity for 2010 totaled an additional $3.2 billion.

Write to Jacob Gaffney.

Follow him on Twitter @JacobGaffney.

Wednesday, January 19th, 2011

U.S. Bancorp (USB: 27.81 +0.07%) earned $974 million for the fourth quarter of 2010, or 49 cents per share, a 61.8% gain from a year earlier, driven by strong lending and declining credit costs.

That compares to $602 million for the year-ago period, or 30 cents per share.

The bank reported record revenue of $4.7 billion, up about 8% compared to $4.38 billion a year ago.

For the full year, U.S. Bancorp earned $3.32 billion, up from $2.21 billion in 2009. Revenue for the year was $18.15 billion, up from $16.67 billion in 2009.

Included in the fourth quarter results was a $103 million gain ($41 million after tax) from the exchange of U.S. Bancorp's long-term asset management business FAF Advisors for an equity interest in Nuveen Investments.

Mortgage production was $19.6 billion, a 14.7% increase in mortgage banking revenue over the year-ago quarter. However, U.S. Bancorp reported "continued stress in the residential mortgage portfolio," and an increase in foreclosed properties compared with a year ago, which it attributed to the weak economy.

Residential mortgage-related nonperforming assets were $1.7 billion at Dec. 31, down from $2 billion a year ago. The majority were considered credit-impaired at acquisition and were recorded at their estimated fair value at the date of acquisition, the bank said.

The bank recorded $65.6 billion in lending during the fourth quarter, the highest level reported since before the fourth quarter of 2008, including:

  • $16 billion of new commercial and commercial real estate commitments
  • $21.5 billion of commercial and commercial real estate commitment renewals
  • $2 billion of lines related to new credit card accounts
  • $26.1 billion of mortgage and other retail originations
  • $203.2 billion of new lending activity for the full year, 9.9% higher than 2009

“We are larger and stronger than we were at the beginning of this year and continue to gain momentum during this economic cycle,” said Chief Executive Officer Richard Davis.

U.S. Bancorp completed two acquisitions during the year. One was the acquisition of a securitization trust administration business. This transaction included $1.1 trillion of assets under administration and provided U.S. Bank with approximately $8 billion of deposits at close. The other the exchange of  FAF Advisors for an equity stake in Nuveen Investments.

Write to Kerry Curry.

Follow her on Twitter @communicatorKLC

The author holds no relevant investments.

Tuesday, January 18th, 2011

For the first year since the financial crisis began, annual foreclosure auction filings in California, Arizona and Nevada declined.

ForeclosureRadar, which tracks foreclosure data on the West Coast, reported 338,999 foreclosure starts in California in 2010, down 33% from one year prior. Arizona filings fell 18% to 119,790, and Nevada filings fell 19% to 86,010.

Foreclosure starts in the Northwest increased, however — up 10% to 24,574 in Oregon and up 14% to 42,161 in Washington, according to ForeclosureRadar.

Foreclosure sales dropped in Nevada and Arizona in 2009, down 6% and 26%, respectively. The data firm reported that California foreclosure sales also fell for the second consecutive year, down 6% from 2009. In 2008, foreclosure filings in the state fell 20%.

Oregon foreclosure sales increased the most out of every state tracked by ForeclosureRadar last year, up 39% to 16,781. Sales were up 14% in Washington.

Foreclosure sales were postponed all over the country in the second half of the year, as many state attorneys general enacted foreclosure moratoriums in lieu of the robo-signing scandal.

On a national basis, 2.9 million U.S. properties received a foreclosure filing in 2010, a 2% increase from one year prior. According to data from ratings agency DBRS, a total of 3.8 million default notices, scheduled foreclosure auctions and bank repossessions were filed. In the fourth quarter alone, 799,064 foreclosures were filed, down 8% from a year prior and down 14% form the third quarter.

The fourth quarter total was the lowest quarterly total since 2008, DBRS said.

DBRS reported that California, Florida, Arizona, Illinois and Michigan account for 51% of the nation's foreclosure activity last year. About 1.5 million properties in those five states received a foreclosure filing.

Write to Christine Ricciardi.

Follow her on Twitter @HWnewbieCR.

Tuesday, January 18th, 2011

A recent defense class action lawsuit in Maryland resulted in the dismissal of hundreds, if not thousands, foreclosure cases initiated by GMAC Mortgage. GMAC's ability to re-file the foreclosure documents remains intact.

Baltimore non-profit Civil Justice, Inc. and the University of Maryland School of Law Consumer Protection Clinic brought what they're calling the first ever defense class action suit against the mortgage company in October, alleging wrongful foreclosure due to faulty foreclosure affidavits.

"We filed a defense class action lawsuit, meaning instead of filing affirmatively, we used the case as a defense for all those individuals being sued or foreclosed upon by GMAC," defense attorney Tony DePastina told HousingWire.

DePastina, alongside partner Philip Robinson and head of the university Consumer Protection Clinic Peter Holland, defended the case on behalf of Kevin Matthews and "a class of similarly situated persons." GMAC filed a foreclosure case against Matthews in March 2010.

Maryland is a quasi-judicial state with regard to foreclosures, meaning that a foreclosure will only go through the court if a case is filed. Not all foreclosures have a case filed.

After reviewing Matthews' case later in the year, post robo-signing scandal, DePastina said he noticed Jeffrey Stephan signed the foreclosure affidavit. Stephan, an employee of GMAC, said in September that he and a team of 13 others signed an estimated 10,000 foreclosure related documents a month.

The issue at the heart of the robo-signing scandal was that those servicers signing foreclosure affidavits either had no previous knowledge of the specific case for which they were signing affidavits, or there was no notary present when the paper was signed.

"These affidavits are to allow banks and foreclosure firms some streamlining of the foreclosure process. It's not a right the court gives you, but it's a way to allow banks to move forward with foreclosures without having to fly in or produce witnesses," said DePastina. "The problem with this case is the banks or their employees circumvent that process."

GMAC Mortgage said in a HousingWire interview that as part of its foreclosure remediation efforts, the company made the decision in November to dismiss and re-file its active foreclosure cases pending in Maryland "where the company believed the case could have been affected by a defective affidavit."

"On Friday, Jan. 14, 2010, one of these cases (Matthews) went before the court and the case was dismissed, with the consent of both parties, on GMAC's motion and with the ability to re-file the case," said Jim Olecki, a representative for the mortgage lender.

This one court decision is reportedly affecting many more. Firedoglake, a mortgage industry blog, originally reported that 10,000 GMAC cases in Maryland were being dismissed. However, both Olecki and DePastina said that is a substantial overestimation. GMAC estimates about 250 cases will be dismissed in the state. DePastina said at least 1,000.

Whichever cases are dismissed, GMAC maintains the right to reinvestigate, review and re-file the foreclosure affidavits. Olecki said GMAC will review each case before it is re-filed with the court "to ensure that all home preservation options were exhausted."

Of the many cases the firm has reviewed, Olecki said the company has not found any evidence to date, in any state, in which GMAC has pursued a foreclosure action based upon a potentially affected affidavit and the borrower was not in default.

Write to Christine Ricciardi.

Follow her on Twitter @HWnewbieCR.

Tuesday, January 18th, 2011

I caught an old movie over the long weekend. One of the cable channels (I don't know which one. It comes on after you hit the next channel button a couple hundred times in search of something to watch) was running the 1985 film "The Goonies." It took me back to my college days and surprised me with a critical connection to the mortgage lending business I'd never noticed before.

Without going into a lot of detail, the movie revolves around a group of kids (led by a sword wielding Sean Astin long before his "Lord of the Ring" days) who are desperate to help their parents stave off the impending foreclosure of their home.

The antagonists are a family of petty criminals, led by Anne Ramsey, that tries to beat the kids to a fabled treasure that folklore says is hidden in a cave by the bay. But the real bad guys are the rich mortgage holders who plan to foreclose on all of the neighborhood homes and build a golf course.

Even back in the 1980s, you could count on moviegoers to know that rich folks who hold your mortgage cannot be trusted.

But things were different back then. Today, with an estimated half a million homes owned by banks and enough shadow inventory to keep our real estate agents in homes to sell for over four years without building any more, bankers don't even want to think about another foreclosure. This is too bad because other estimates suggest that we've only worked our way through about half of the properties that will eventually be foreclosed upon.

Of course, banks will have to work against the courts, shoddy paper trails in their own shops and their partners', legislators and the plaintiff's bar to get these foreclosures done. If they don't, it could hold off a housing recovery for … well, no one knows for how long.

It should come as no surprise that today, everyone wants to be on the Goonies' team.

Bankers don't want to deal with REO any more than homeowners want to be kicked out of their houses. It would be easier to make everyone happy if people paid their mortgages.

I realize that's not a politically correct thing to say. We are in the middle of an economic downturn and people do get sick and divorced, to say nothing of strategic default. I just think that if more people thought like the Goonies, this problem wouldn't be as serious as it is.

This group of kids know that they're about to lose their home and have to start over at a new school. They don't even discuss why their parents are behind on the mortgage, except to show the mother's arm in a cast and throw out one line about how the dad was passed over for a promotion. Instead, they focus on what they can do to get the mortgage paid. It's the hook that spins us into the movie.

The Goonies win in the movie because the kids make the conscious decision to take control of their lives and risk everything on an adventure that just might give them a chance to stay in their home.

It's totally unrealistic, '80s fun that bears no resemblance to anything in the real world. And yet, the film worked for a lot of people of my generation because it spoke to that part of us that believed we could take control — the part that didn't sit around waiting for an unemployment check or a government bailout.

Maybe our industry isn't the best one to tell folks not to take the bailout money if Uncle Sam stops by with his checkbook, but I have to believe we'd all be a lot better off if none of us took it and we acted more like Goonies.

Rick Grant is veteran journalist covering mortgage technology and the financial industry.

Follow him on Twitter: @NYRickGrant

Tuesday, January 18th, 2011

Analysts at Fitch Ratings expect the homebuilding sector to remain stable in 2011, as overall construction activity is expected to improve. In December, homebuilders reportedly did not see consistent signs of economic improvement, and homebuilder confidence remained flat month-over-month.

But the rating agency said that homebuilders are currently in a strong position with regard to liquidity. At the end of the third quarter, the 13 publicly-traded builders in the market had a total $12.2 billion in cash and equivalents.

"An aggressive reduction in inventories and the tapping of capital markets over the past two years have enabled builders to enhance cash balances, as well as push out debt maturities," said Bob Curran, managing director and lead homebuilding analyst at Fitch.

Homebuilders also have positive cash flow from tax refunds in 2010, under a specially-awarded provision.

The provision, called a net operating loss carryback, allows a firm to get a tax refund from previous profitable years if it experiences a loss in a later year. Normally, NOL carryback claims are limited to two years, but the Worker, Homeownership and Business Act of 2009 temporarily extended that to five years. Homebuilders may use the provision in 2010 tax filings, in order to shore up balance sheets.

Fitch expects spending on land and development to remain flat or slightly increase in 2011, compared to 2010. "Consequently, cash flow is likely to be negative for most builders this year," the rating agency said.

Fitch said it expects homebuilding revenues to grow by mid-single digits, while home prices are expected to decline modestly. Either way, the agency does not believe these factors will affect company ratings, especially with a .06% chance of a double-dip recession in the next two years.

"Although there remains a possibility of downgrades due to 'macroeconomic and/or housing events,' as well as company-specific situations, the likelihood of such action has diminished," Fitch said.

Write to Christine Ricciardi.

Follow her on Twitter @HWnewbieCR.

Tuesday, January 18th, 2011

Commercial real estate investor iStar Financial (SFI: 7.16 -0.28%) acquired luxury Miami Beach real estate condominium project South of Fifth. The oceanfront property includes 28 residential units, three office units and one retail unit.

The price of the acquisition was not publicly disclosed, nor was the seller.

Cervera Real Estate was recruited to manage the property's marketing and sales efforts.

Senior Vice President of iStar Anthony Burns said his firm has big plans for the complex, including a multimillion-dollar redesign of the seven-story building.

"iStar is excited to begin work on South of Fifth, and we're confident our successful repositioning of the property will only further complement the property's already world-class South Beach location," Burns said.

Write to Christine Ricciardi.

Follow her on Twitter @HWnewbieCR.

Disclosure: The author holds no relevant investments.

Tuesday, January 18th, 2011

Southern California homes sales spiked in December compared to November, but remain well below 2009 levels due to a sluggish job market, tight credit and few new home sales.

San Diego-based data firm DataQuick said 19,528 new and resale homes and condos sold in Southern California in December, down 12.5% compared to December 2009, but up 20.5% from November.

DataQuick's latest report covers Los Angeles, Riverside, San Diego, Ventura, San Bernardino and Orange counties.

“Ultra-low mortgage rates, coupled with lower prices, gave the market a boost this fall, helping to explain the above-average gain in closings between November and December," said John Walsh, president of the data firm. DataQuick said the average gain between the two months is 12.9%.

Despite the gain, Southern California home sales hit the lowest number recorded in a December since 2007 when only 13,240 homes sold. New home sales hit the lowest record for a December ever recorded by DataQuick. New home sales for all of 2010 also hit a record low.

Foreclosure resales accounted for 34.3% of the resale market in December, down from 35.2% in November and down from 29.6% one year ago. Foreclosure resales hit a low this year of 32.8% in June and had generally trended slightly higher until last month. The peak was in February 2009 at 56.7%, DataQuick reported.

The median price for a SoCal home last month was $290,000, up 1% from $287,000 in November. In December 2009, the average price was $289,000, according to DataQuick.

At the county level last month, the overall median sale price fell on a year-over-year basis in Los Angeles (down 2.7%), Orange (down 5.7%), San Bernardino (down 1.3%) and Ventura (down 1.4%) counties, while San Diego and Riverside counties recorded small gains of 0.9 % and 2%, respectively.

With regard to upcoming home-buying activity in the area, Walsh said there's "potential for sales to perk up this spring if rates stay low and brighter economic news lifts consumer confidence."

Write to Christine Ricciardi.

Follow her on Twitter @HWnewbieCR.

Tuesday, January 18th, 2011

An internal Freddie Mac memo details flaws in mortgages it bought from Citigroup (C: 30.5402 +0.53%) in late 2009 and early 2010 as Bloomberg reported Tuesday. But the review will not necessarily result in repurchases and is more of a "routine" look at those loans, a source at the government-sponsored enterprise told HousingWire.

"This was a snapshot of flagged loans that raised issues (that) needed to be addressed. It doesn't necessarily mean the loans will be repurchased," the source said.

According to Bloomberg's review of the memo, 15% of the 375 Citi mortgages sold to Freddie Mac at the time violated quality standards, including missing appraisals, insurance documents or income miscalculations.

While the normal defect rate for these loans is 5%, the Freddie Mac official warned against extrapolating trends from such a small collection of loans.

Analysts at Institutional Risk Analytics also obtained the memo but the firm does not expect the exposure to Freddie Mac to become an issue for Citi. Instead, the memo raises more concerns over issues with loans from Bank of America (BAC: 7.26 -0.55%) and Wells Fargo (WFC: 29.3895 +1.17%).

On Jan. 3, BofA announced that it would settle repurchase requests from Fannie Mae and Freddie Mac over mortgages originated from the acquired Countrywide Financial Corp. for $3 billion.

These institutions "may have significantly bigger problems than the settlement announced over Christmas suggests," according to IRA.

A Citigroup spokesman did not immediately respond to requests for comment.

Write to Jon Prior.

Follow him on Twitter: @JonAPrior



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