Ginnie Mae Mortgage Bonds Saddled by Forbearance and Buyout Risk

  • Ginnie buyouts surged in June, leading to prepayment boost
  • Ginnie/Fannie 3% coupon swap lowest in at least half a decade
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Homeowner forbearance requests in Ginnie Mae-backed mortgages have led to elevated buyoutsBloomberg Terminal and weighed on their performance, a trend that may continue through summer’s end.

The Coronavirus Aid, Relief, and Economic Security Act, signed into law on March 27, allows any U.S. homeowner with a taxpayer-backed mortgage to demand forbearance and stop paying their loan for six months, with the option to extend it for another six months. At this time just shy of 4 million homeowners are in forbearance.