HMBS June 2021: School’s Out – Will Refis Take a Vacation?

HMBS issuers posted another strong month in June 2021 with just over $1.0 billion in new issuance, as refinancing activity continued to be strong. 102 pools were issued in June, including 40 first-participation CMT pools. Before January 2021 no new first-participation CMT pools had been issued for many years.

$10.6 billion in HMBS was issued in 2020, easily beating 2019’s total of $8.3 billion and 2018’s $9.6 billion. 2010 remains the all-time HMBS volume year with $10.8 billion issued, when Principal Limits were high and no borrower financial assessment safeguards had been established. That record may fall this year, as nearly $6 billion was issued in the first half, but it remains to be seen how long the refinancing boom can continue.

June’s production of original new loan pools was $823 million, compared to May’s $862 million, April’s record $900 million, March’s $671 million, February’s $693 million, January’s $552 million, December’s previous record of $878 million, and November’s $765 million. Approximately $593 million in original new loan pools were issued in June 2020.

June issuance divided into 53 first-participation or original pools, and 49 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 $196 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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