Banks Uncover Loophole to Buy Home Loans at Below-Market Prices

  • Lenders stand to profit by buying loans out of Ginnie bonds
  • The delinquent-loan purchases would hurt MBS investors
Photographer: Bing Guan/Bloomberg
Lock
This article is for subscribers only.

Banks and other lenders have found a way to potentially make billions of dollars from the coronavirus-fueled upheaval in the U.S. mortgage market -- yet it risks burning bond investors in the process.

The earnings would come from an unanticipated side-effect of Congress’ decision in March to allow homeowners affected by the pandemic to delay loan payments for as long as a year, combined with arcane regulations governing mortgage-backed securities.