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Archive for July, 2011

Monday, July 18th, 2011

Radar Logic and risk analytics firm Andrew Davidson & Co. are separating the wheat from the chaff when assessing home values in markets saturated with distressed property sales.

Using Radar Logic's home price data, Andrew Davidson will create an index of non-distressed home sales prices to prevent property values in individual markets from being skewed too far into the negative due to an influx of discounted real-estate owned properties.

The index will essentially allow the data firms to separate distressed and non-distressed home prices to give buyers and sellers a better gauge of where borrower-owned home sales are in terms of overall value. For the record, the index is not the first of its kind. Analytics firm, CoreLogic (CLGS: 0.00 N/A), for example, puts out a similar breakdown of home prices.

Radar Logic said it has always included all home sales data into one report, but found that with distressed sales making up 40% of sales in certain markets, it's time to create reports that account for differences in home price points.

"Home price and mortgage models that do not account for this dynamic are at risk of being skewed by the bifurcation of markets," Radar Logic said. "As homes sold in distressed sales command significantly lower prices than homes sold in non-distressed sales, models that blend distressed and non-distressed data underestimate real-estate deploying prices for properties sold by owner-occupants."

Radar Logic is trying to be the voice of reason as the market thumps along without a true bottom. Last month, the firm said homebuyers should not be fooled by reports showing pending home sales up 8.2% between April and May.

Radar Logic essentially picked the pending home sales report apart, saying 8.2% month-over-month sales growth does not equate to a recovery when sales are down 20.4% from last year. Instead, Radar Logic concluded that May's pending home sales remained "essentially flat."

Write to Kerri Panchuk.

Monday, July 18th, 2011

Home remodeling activity increased 22% in May from one year ago, marking the 19th-straight month of gains and rising to the highest level since BuildFax began tracking the data in 2004.

BuildFax combs through monthly building permit activity filed with local departments across the country. The company said continued growth in these filings demonstrates homeowners are still investing in their property even as home values and prices continue to plunge.

"Through the first five months of 2011 we have seen impressive gains within the remodeling index and May has continued that trend with a record setting month," said Joe Emison, vice president of research and development at BuildFax. "Even with the continued struggles in the economy, the remodeling industry has been a bright spot, as consumers look to make upgrades to their current homes, rather than purchasing a new residence.

The National Association of Home Builders reported an increase in builder confidence in July, following three-straight months of decline.

NAHB Chairman Bob Nielsen said the outlook may not be as bleak as previously feared. Emison, too, expects activity to continue climbing, based on the trend over the first five months of the year.

In May, remodeling activity jumped 18% in the Midwest, followed by a 12% gain in the Northeast, 7% increase in the West and the South from the month before.

In the West, activity increased 21% from one year ago.

Write to Jon Prior.

Follow him on Twitter @JonAPrior.

Monday, July 18th, 2011

This is a big week for the Consumer Financial Protection Bureau (CFPB). Today, the President will announce his intent to nominate Richard Cordray to serve as the first Director of the Consumer Financial Protection Bureau. On Thursday, the CFPB makes its transition from a start-up to a real, live agency with the authority to write rules and to supervise the activities of America's largest banks.

Rich will be a strong leader for this agency. He has a proven track record of fighting for families during his time as head of the CFPB enforcement division, as Attorney General of Ohio, and throughout his career. He was one of the first senior executives I recruited for the agency, and his hard work and deep commitment make it clear he can make many important contributions in leading it. Rich is smart, he is tough, and he will make a stellar Director. I am very pleased for him and very pleased for the CFPB.

The DNA of the new consumer agency is well established. Our mission is clear: No one should be tricked in any financial transaction. Prices and risks should be clear. People should be able to make apples-to-apples comparisons. Fine print should be mowed down, not used to hide nasty surprises. And, everyone — even trillion dollar banks — should follow the law.

We're underway. We are working through a much-simplified mortgage disclosure form. We are designing a new consumer complaint process, with the first piece coming on line this week. We have set up a strong Office of Servicemember Affairs that reaches out to military families and is already working on problems they face. And, on Thursday, we will have cops on the beat — making our first contacts with the 111 largest financial institutions in the country so we can monitor their compliance with the law. We have hired the people and built the systems to make all this work. And, to cap it all off, we got a strong evaluation from the Inspector General last Friday about our efficient and drama-free set up period.

Monday, July 18th, 2011

Freddie Mac plans to offer $1 billion of pass-through certificates this week backed by 90 recently originated multifamily mortgages.

JPMorgan (JPM: 37.25 -0.64%) and Wells Fargo (WFC: 29.36 +1.07%) will lead the underwriting syndicate for the deal, which is set to price this week and settle around Aug. 10.

This is the eighth issue of multifamily K certificates by the government-sponsored enterprise this year. The mortgages in this week's K-014 series have various terms.

In February, the GSE sold its first '700-series' K Certificates, which include multifamily mortgages with an original maturity of seven years.

David Brickman, vice president of multifamily commercial mortgage-backed securities capital markets for Freddie Mac, said growth in multifamily mortgage purchases enabled the mortgage giant to "tailor securities that segregate our collateral by maturity and provide tighter principal windows to better meet the specific needs of investors."

Freddie Mac said the certificates provide investors with stable cash flows, structured credit enhancement and the government guarantee.

When the Treasury Department released its recommendations on reforming the GSEs, an increase of 25 basis point in the cost of the government guarantee for Federal Housing Administration borrowers was included.

Write to Jason Philyaw.

Monday, July 18th, 2011

Homebuyers who obtain mortgages in this environment of tightened lending standards are paying 8.8% more in closing costs than a year ago, according to Bankrate Inc.

Origination and title fees are averaging $4,070 on mortgages for $200,000, according to the financial data firm's 2011 closing costs survey. That compares to average closing costs of $3,741 a year ago. The year-over-year change wasn't nearly as high as the 36.6% increase in closing costs between last year and 2009, when fees averaged $2,739 on a $200,000 home loan.

A typical lender is now charging about $1,600 on origination fees, up 10% from last year. Those fees cover underwriting and processing charges.

New York has the highest average closing costs at $6,183. Closing costs are also high in Texas, Utah, central California and Idaho. These fees are cheapest in Arkansas, averaging about $3,378.

“Interest rates get a lot of attention, and rightfully so, but it’s also important for consumers to compare lender fees when shopping for a loan,” said Greg McBride, senior financial analyst at Bankrate.com.

The company's surveyed 10 lenders in each state during the month of June. Closing costs usually include fees charged by lenders and third-party fees for appraisals, title insurance and other services.

Write to Kerri Panchuk.

Monday, July 18th, 2011

Homebuilder optimism bounced back this month as some markets show deal-seeking consumers coming to market, according to the latest National Association of Home Builders index.

The NAHB and Wells Fargo (WFC: 29.36 +1.07%) surveys builders to gauge perceptions of the new, single-family home market for the next six months. A score higher than 50 indicates more builders view the market as good than poor. The index rose two points to 15 for July after falling three points to 13 the prior month. The index has stayed within a three-point range for nine of the past 10 months.

NAHB Chairman Bob Nielsen said increasing builder confidence "is a positive sign that the outlook perhaps isn't quite as bleak as was feared in June."

"While builders continue to confront serious challenges with regard to competition from foreclosed properties that are priced below replacement cost, inaccurate appraisals of new homes, and a very restrictive lending environment for new home construction, select markets are showing gradual improvement as consumers begin to take advantage of very favorable buying conditions," Nielsen said.

The part of the survey that gauges expectations of sales over the next six months rose seven points to 22, while the component that tracks prospective buyers remained flat with June at 12.

David Crowe, chief economist for the NAHB, said expectations of stronger sales in the back half of the year coupled with July's gain indicate "a return to trend."

"Basically, the market continues to bounce along the bottom, with conditions in some locations beginning to improve," Crowe said.

Write to Jason Philyaw.

Monday, July 18th, 2011

Elizabeth Warren, architect of the Consumer Financial Protection Bureau, will forever live in the annals of mortgage finance history as the face of an agency she never officially led.

After a year of contentious congressional battles over Warren and the CFPB, President Obama announced he would skip over the Harvard professor as nominee (although he didn't actually say that) and choose former Ohio AG Richard Cordray to serve as director of the consumer agency that Warren built.

Whether this appointment will stymie criticism of the CFPB is unknown. After all, critics of the agency have publicly stated it's not Warren, per say, who is the problem, but the entire structure of the agency and the role outlined for the bureau in Dodd-Frank.

One of the agency's biggest critics, Rep. Randy Neugebauer (R-Texas), met with Warren earlier in the year and walked away saying he "liked Warren personally and feels she is highly intelligent."

His concern was over the CFPB's general role in the economy and the type of power it would have over financial markets. He was criticizing the machine built by Dodd-Frank, not necessarily Warren, herself.

The battle came to head in June when Rep. Patrick McHenry (R-N.C.) publicly debated Warren over subjects like when she was supposed to leave a congressional hearing and the $20 billion-plus mortgage servicer settlement. Despite this public display of bomb throwing, McHenry said in another hearing last week that he agreed with Warren's attempt to create a standard mortgage disclosure form. McHenry admitted he spearheaded a similar initiative a few years back.

Much like other critics, McHenry's points of agreement with Warren did not deter him from directing his criticism towards the agency's structure and the perceived lack of oversight when it comes to the CFPB's power to effectuate the direction of lending institutions.

During all of these battles, Warren assured critics the bureau has checks and balances, while also admitting she expects the agency to be watched by Congress 24-7.

Now with the appointment of a director who is not Warren, the president no longer has someone to play the role of contentious lady in the middle. From here on out, it's no longer about the Harvard professor, but the CFPB itself, and its role in the overall economy.

Warren seems to get this. She released a statement about the Cordray appointment.

"In May, 44 Republican Senators wrote a letter saying that they will block anyone from serving as CFPB director," she said. "Many of them don’t like either the agency nor the ideas that led to its creation. They lost that fight last summer in a straight-up vote, but they have said they will use a filibuster over nomination to undercut the agency and its effectiveness."

Since the controversial mortgage servicing settlement with AGs has been a huge battle for Warren and the CFPB, it would be hard to imagine Obama is going to escape criticism by picking another name out of the hat.

But as in all things with the CFPB, we'll have to wait and see. It took a year just to get an official director nominated by the president.

Write to Kerri Panchuk.

Monday, July 18th, 2011

Private mortgage insurer MGIC Investment Corp. (MTG: 3.76 -2.84%) swung to a second-quarter loss of $151.7 million, or 75 cents a share, as the company reported fewer cured loans and paid more claims on mortgages that fell into distress.

The Milwaukee-based company, which is the largest insurer of mortgages for Fannie Mae and Freddie Mac, earned $24.6 million, or 13 cents a share, for the year-earlier second quarter. MGIC's revenue fell to $367 million for the three months ended June 30 from $406.4 a year ago.

Losses on claims rose to $459.6 million for the quarter, up from $320.1 million last year.

MGIC fared better in the first three months of the year than the most recent period. For the first six months of 2011, MGIC reported a loss of $185.4 million, deeper than a loss of $125.5 million last year.

Meanwhile, the firm wrote $3.1 billion in new insurance during the second quarter, up from $2.7 billion a year ago.

The government's Home Affordable Refinance Program created enough activity in the first half to account for $1.5 billion in business at MGIC, compared to $1.3 billion a year earlier.

Write to Kerri Panchuk.

Monday, July 18th, 2011

President Obama will nominate former Ohio Attorney General Richard Cordray as the director of the Consumer Financial Protection Bureau Monday.

The CFPB will launch Thursday as regulator for the entire mortgage industry. Cordray lost his re-election bid last fall after pursuing and closing several lawsuits against mortgage servicers and lenders. Elizabeth Warren, the bureau's architect and special adviser the president and Treasury Department, recruited Cordray as the bureau's chief enforcement offier this year.

"Richard Cordray has spent his career advocating for middle class families, from his tenure as Ohio’s Attorney General, to his most recent role as heading up the enforcement division at the CFPB and looking out for ordinary people in our financial system," Obama said in a statement Sunday.

The nomination remained absent during the politically charged assemblage of the agency. Warren and congressional Republicans continually sparred over the scope and power of the agency. Republicans questioned Warren's role in the ongoing settlement talks between servicers and the state AGs. They introduced legislation to water down CFPB authority, including one to establish a commission to lead the agency rather than a single director.

As the nomination finally arrives and the Senate sets to vetting Cordray, GOP demands remain unchanged. A group of 44 Senators, led by Rep. Richard Shelby (R-Ala.) sent a letter to Obama in May, refusing to vote for any nominee until structural changes to the agency were made. If there is no director by Thursday, the CFPB could lose its supervisory role over nonbank financial institutions.

"We will not support the consideration of any nominee, regardless of party affiliation, to be the CFPB director until the structure of the Consumer Financial Protection Bureau is reformed," the letter reads.

The standoff could begin very soon. Senate Banking Committee chair Sen. Tim Johnson (D-S.D.) said Sunday he would move the nomination process forward "as quickly as possible."

"As director, I am confident Mr. Cordray will help ensure the CFPB provides consumers the tools that they need to make the best possible financial decisions for themselves and their families," Johnson said. "The CFPB is off to a strong start promoting an equitable and transparent consumer financial market place, and that is due in large part to the leadership of Elizabeth Warren."

Obama, too, praised Warren as the driving force behind the bureau since its inception.

"This agency was Elizabeth’s idea, and through sheer force of will, intelligence, and a bottomless well of energy, she has made, and will continue to make, a profound and positive difference for our country," Obama said.

Write to Jon Prior.

Follow him on Twitter @JonAPrior.

Monday, July 18th, 2011

A look at stories across HousingWire's weekend desk, with more coverage to come on bigger issues:

Staff at the Office of Thrift Supervision will begin their transfer to the Office of the Comptroller of the Currency Monday.

Under Dodd-Frank, the OCC will absorb the OTS and operate as a single agency beginning Thursday – the same day the Consumer Financial Protection Bureau opens.

Congress established the OTS in 1989 in response to the savings and loan crisis that claimed many small nondepository lending institutions throughout the decade. The OTS since supervised, chartered and regulated the thrift industry.

Lawmakers joined the two agencies to end the practice of "regulatory shopping," which allowed a financial institution to simply file with the Securities and Exchange Commission that it was shifting supervisors.

The move was made most famous by Countrywide Financial Corp., which changed regulators when the OCC began raising concerns. In 2007, Countrywide moved under the oversight of the OTS, just a year before its fall toward bankruptcy and the acquisition by Bank of America (BAC: 7.218 -1.12%).

President Obama will nominate Richard Cordray as the director of the CFPB Monday.

The CFPB will launch July 21 and assume the role of de facto regulator for the entire mortgage industry. Cordray is the former Ohio Attorney General, who lost his re-election bid last fall after pursuing several lawsuits against mortgage servicers and lenders.

Elizabeth Warren, the bureau's architect and special adviser to the Treasury, was long the front-runner for nomination but was also a long-shot for approval by many lawmakers in the Senate. Warren recruited Cordray as the bureau's head of enforcement earlier this year.

"Richard Cordray has spent his career advocating for middle class families, from his tenure as Ohio’s Attorney General, to his most recent role as heading up the enforcement division at the CFPB and looking out for ordinary people in our financial system," Obama said in a statement Sunday.

The White House is scheduled to make a formal announcement at an event later Monday.

On Wednesday, the House Financial Services Committee will vote on a bill aimed at repealing a section under the Dodd-Frank Act designed to hold credit rating agencies accountable for their assessments of securities issuance.

Rep. Steve Stivers (R-Ohio) introduced H.R. 1539, or the Asset-Backed Market Stabilization Act of 2011, in April. If passed, it would repeal section 939G of the Dodd-Frank Act.

The section actually repealed part of the Securities Act of 1933, which exempted credit rating agencies from having to consent to issuers for including the ratings in registration statements with the SEC.

As a result of the Dodd-Frank Act, credit rating agencies would have to consent before registration and therefore be held liable to investors in certain cases should unpredicted or unexpected losses occur.

However, many fear credit rating agencies would refuse to consent, leaving out their ratings from statements and prospectuses when a security is issued.

Matthew Roslin resigned from his executive vice president and chief legal officer positions at Flagstar Bank (FBC: 0.6815 +3.26%), according to a filing with the SEC on Friday.

Roslin will remain with the company, one of the largest mortgage lenders in the country before the housing downturn, on an interim basis and will maintain oversight of all legal matters until a replacement is made.

The Troy, Mich.-based bank is currently embroiled in a lawsuit from Assured Guranty (AGO: 15.5001 +1.97%). Assured alleged more than $900 million in mortgage-backed securities issued by Flagstar were fraudulent and is seeking more than $80 million in damages.

Several small Florida-based companies filed a lawsuit against the German-based Knauf Gips, alleging the firm lied about defective Chinese drywall that forced these companies to pay out $55 million in a legal settlement.

Banner Supply Co. led the complaint against Knauf seeking more than $100 million in damages. Banner bought roughly 100 million square-feet of Chinese manufactured drywall from Knauf. When Banner began receiving complaints about orders from the drywall, Knauf allegedly sent an executive to Florida to investigate.

Banner alleges the investigation falsely assured them of safety while allegedly knowing the sulfur emitting from the drywall would corrode construction materials.

Regulators closed four banks over the weekend, bringing the total number to 52 for the year. The failed institutions last week are expected to cost the Federal Deposit Insurance Corp. $129.1 million.

The Georgia Department of Banking and Finance closed High Trust Bank and One Georgia Bank. The Georgia-based Ameris Bank acquired all $351.6 million in deposits and $378.8 million in assets from both banks.

The two closings are estimated to cost the FDIC Deposit Insurance Fund $110.4 million.

The Florida Office of Financial Regulation closed First Peoples Bank. The Premier American Bank will assume all $209.7 million in deposits and purchase essentially all $228.3 million in total assets.

The closing is expected to cost the DIF $7.4 million.

The Arizona Department of Financial Institutions closed Summit Bank over the weekend. The Foothills Bank will assume all $66.4 million in deposits and agreed to purchase essentially all $72 million in assets.

The FDIC estimates the closing to cost the DIF $11.3 million.

Write to Jon Prior.

Follow him on Twitter @JonAPrior.



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