Freddie Tightens Underwriting, Hit To Multifamily Sector
January 30 2009 - 3:56PM
Dow Jones News
Freddie Mac (FRE) is set to tighten its underwriting standards
to finance apartment rental buildings, a hit that comes as the
multifamily sector shows increasing strain from the crumbling
economy.
The changes apply to loan applications effective Monday, with
stricter controls on net operating income, boosted-debt-to-coverage
ratios and required maintenance reserves.
"We've tightened our multifamily credit parameters to ensure
that they reflect the risk associated with current market
conditions, such as declining property values, changing credit
quality and lack of property sales activity," said Ed Hussey, vice
president of terms of business for Freddie Mac's multifamily
division. The sector is a small part of Freddie's business - its
multifamily loan portfolio was $84 billion, compared with a
residential portfolio of $1.8 trillion as of Sept. 30. But it's a
big deal to apartment operators that count on Freddie and Fannie
Mae (FNM), dubbed GSEs or government-sponsored enterprises,
purchasing or guaranteeing individual and pools of loans from
another lender, providing key access to capital in an otherwise
frozen market.
The access has helped the sector shine within the battered world
of REITs, which distribute the bulk of income to investors as
dividends. So far this year, apartment REITs have shed 12.14%,
compared with a 23.41% plunge for industrial and a 19.83% drop for
self storage, according to the National Association of Real Estate
Investment Trusts.
But, as the unemployment rate climbs, apartment operators are
predicting a weak year, warning vacancies will likely rise, making
rent increases difficult. BRE Properties (BRE) expects annual
same-store net operating income to decline between 1% and 3.5%.
Earlier this week, Aimco (AIV) announced an $85.4 million
impairment charge related to land and developments, its second such
announcement this month, according to UBS. Five other REITs have
taken charges, with more expected.
Freddie's move "demonstrates that there's fundamental stresses
and that they want to protect themselves, as they should," said
Richard Anderson, an analyst with BMO Capital Markets.
"Fundamentals are weakening, and they want to be compensated for
taking on that risk."
The imminent Freddie changes, along with continued negative
economic headlines, helped drag down the sector Friday afternoon.
AvalonBay (AVB) shaved nearly 4%, while Home Properties (HME) fell
more than 3%. BRE slipped about 1%.
Starting Monday, when forecasting NOI, Freddie is placing
greater emphasis on the past 12 months of operations. "The emphasis
is on what is happening right now because this is in a market that
we've never faced before economically," Hussey said.
The minimum debt-to-coverage ratios, measuring a property's
ability to cover mortgage payments, have also been tightened, while
the maximum loan to values, or LTV, are smaller, UBS said.
For loans less than a decade, that is 70%-75%, Freddie said,
confirming information UBS analyst Michelle Ko distributed earlier
Friday. Requirements for assets in underperforming markets and
those older than 15 years are tighter.
During the heat of the market in 2005, borrowers could have an
LTV "well into the 90% range, if not 100%," Anderson said.
Freddie will also require maintenance capital expenditure
reserves set aside from property's cash flow, proving operators
have funds to keep up a property. Finally, it is placing more focus
on the ability of loans to be refinanced at maturity based on a
future view of increasing interest rates and cap rates.
UBS's Ko doesn't think that the multifamily sector is in
jeopardy of losing its valuable GSE connection.
"We believe that the GSEs will continue to lend to multi-family,
which has been the minority of their lending but their most
profitable business," Ko wrote. "That said, the GSEs are becoming
stricter on their underwriting criteria and we believe could decide
to lend less to multi-family given the declining fundamentals."
She's right. "We expect to have lower multifamily lending
volumes in 2009 than in 2008 due to the current market
environment," Hussey said Friday afternoon.
Last year's volumes haven't been released, and the agency can't
yet predict for this year.
-Dawn Wotapka; Dow Jones Newswires; 201-938-5248;
dawn.wotapka@dowjones.com
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