HMBS August 2022: Summer Doldrums Continue

HECM Mortgage-Backed Securities (“HMBS”) issuance dropped in August to $988 million, falling for the fourth straight month as higher interest rates continued to take their toll. HMBS issuance fell below $1 billion for the first time in 17 months.

HMBS issuance totaled $13.2 billion for 2021, easily surpassing the previous record set in 2010. With eight months in the books and over $10 billion issued, HMBS is still on pace to set another new record in 2022.

August’s original (first participation) production fell to $749 million, significantly below July’s $975 million, $1.1 billion in June, $1.2 billion in May and barely half of April’s record $1.4 billion in new issuance. August’s original new loan pool production was also less than that of August 2021, when approximately $880 million in original new HMBS pools were issued.

87 pools were issued in June: 39 first-participation or original pools, and 48 tail pools. Original pools are those HMBS pools backed by first participations in previously uncertificated HECM loans. Tail HMBS issuances are HMBS pools consisting of subsequent participations. Tails are not from new loans, but they do represent new amounts lent. Tail HMBS issuance is essential for HMBS issuers to finance their monthly advances, such as borrower draws and FHA mortgage insurance premiums. Last month’s tail pool issuances totaled $239 million, within the typical range.

New View Advisors compiled this data from publicly available Ginnie Mae data as well as private sources.


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