More Than $5 Billion In Deals Ahead Of TALF Loan Deadline
September 29 2009 - 10:21AM
Dow Jones News
More than $5 billion in new consumer loan-backed deals have
emerged ahead of the latest loan application deadline for a Federal
Reserve program.
These bonds can be purchased using cheap funding through the
central bank's Term Asset-Backed Securities Loan Facility, or TALF,
geared toward boosting the securitization market. The eighth
deadline for applying for TALF money is Oct. 2.
Among the issuers tapping the market this time round with bonds
eligible for TALF are Mercedes-Benz Financial with a $1.08 billion
bond, BMW AG (BMW.XE) with a $550 million bond, American Home
Mortgage Servicing Inc. with a $600 million deal, Harley-Davidson
Inc. (HOG) with a $700 million bond, Ford Motor Co. (F) with a $1
billion bond and Citi Financial Auto with a $1.40 billion
auto-sector deal.
The packaging of consumer loans into bonds for sale to investors
has helped lower the cost of borrowing. This is because lenders use
the cash from these bonds to make new loans. This process of
securitization helped ramp up credit and helped fuel the lending
boom that came to an abrupt halt with the credit crisis. The Fed
has helped prop up this market with TALF.
More than $100 billion in such deals have been sold since the
launch of the TALF program in March, with the bulk being eligible
for the Fed's facility. Auto-sector deals comprise the majority of
issuance, followed by credit card debt-backed bonds.
About $15 billion in bonds sold in the last round of TALF loan
applications in September. Issuers included American Express Co.
(AXP) and Citigroup Inc. (C) in the credit card-backed sector, and
Nissan Motor Co. (NSANY), Ford and Hyundai (HYMLY) in the auto
sector.
The attractive terms of the program, where investors can walk
away from the loans if anything goes awry, have drawn investors to
this market.
With some signs of stability in the market and growing investor
interest, issuers have also offered deals ineligible for TALF
funding: last week, both JPMorgan Chase & Co. (JPM) and Avis
Budget (CAR) sold non-TALF bonds.
TALF also includes funding for existing and new commercial
mortgage-backed securities. That portion of the program started
later than the consumer loan-backed portion, which was launched in
March.
The program has been extended into next year. TALF loans against
newly issued asset-backed securities and existing commercial
mortgage-backed securities will be extended through March 31, 2010.
For newly issued CMBS, which take a long time to put together, the
extension is until June 30, 2010. The TALF program could total $1
trillion.
-By Anusha Shrivastava, Dow Jones Newswires; 212-416-2227;
anusha.shrivastava@dowjones.com