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MortgagePoint November 2024

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59 November 2024 J O U R N A L November 2024 » number of REOs in Q3 2024 were: 1. California (852 REOs) 2. Pennsylvania (715 REOs) 3. New York (670 REOs) 4. Illinois (668 REOs) 5. Michigan (559 REOs) Properties foreclosed in Q3 2024 had been in the foreclosure process for an average of 815 days. This remains the same as the previous quarter but represents a 6% increase from the same time last year, continuing an upward trajectory from Q3 2023. States with the longest average fore- closure timelines for homes foreclosed in Q3 2024 were: 1. Louisiana (3,520 days) 2. Hawaii (2,531 days) 3. New York (2,087 days) 4. Rhode Island (1,880 days) 5. Georgia (1,876 days) States with the shortest average foreclosure timelines for homes fore- closed in Q3 2024 were: 1. New Hampshire (165 days) 2. Minnesota (172 days) 3. Texas (181 days) 4. Michigan (189 days) 5. Montana (248 days) States with the highest foreclosure rates in September 2024 were: 1. Illinois (one in every 2,494 housing units with a foreclosure filing) 2. Florida (one in every 2,670 housing units) 3. Delaware (one in every 2,720 housing units) 4. Nevada (one in every 2,735 housing units) 5. Indiana (one in every 3,159 housing units) "Moving forward, we anticipate foreclosure levels will stay relatively low," Barber said, "but there could be localized increases in areas struggling with afford- ability or other market pressures." COMMERCIAL, MULTIFAMILY MORTGAGE DELINQUENCY RATES JUMP IN Q3 A ccording to a new report, during Q3 of 2024, there was a small increase in the delin- quency rates for mortgages secured by commercial buildings. This is in line with the most recent Commer- cial Real Estate Finance (CREF) Loan Performance Survey from the Mortgage Bankers Association (MBA). "Delinquency rates for commercial mortgages backed by office properties continued to increase during the third quarter but declined for loans backed by lodging, retail, and industrial proper- ties," said Jamie Woodwell, MBA's Head of Commercial Real Estate Research. "The commercial mortgage market is large and diverse, covering a range of property types, sizes and ages, geograph- ic markets and submarkets, borrower types, vintages, and more. Each of those differences is affecting loan perfor- mance, some to the good and some to the bad." The balance of commercial mort- gages that are not current increased slightly in Q3 of 2024. Key Findings of the MBA Loan Performance Survey: An estimated 96.8% of outstanding loan balances were current or less than 30 days late at the end of the quarter, down from 97.0% the previous quarter. • 2.7% were 90+ days delinquent or in REO, up from 2.5% the previous quarter. • 0.3% were 60-90 days delinquent, up from 0.2% the previous quarter. • 0.3% were 30-60 days delinquent, down from 0.4% the previous quarter. The share of loans that were de- linquent increased for some property types, particularly office, and decreased for industrial, lodging, and retail prop- erties. • 7.8% of the balance of office property loan balances were 30 days or more days delinquent, up from 7.1% at the end of last quarter. • 5.6% of the balance of lodging loans were delinquent, down from 5.8% the previous quarter. • 3.8% of retail balances were delinquent, down from 4.5%. • 1.2% of multifamily balances were delinquent, up from 1.1%. • 0.6% of the balance of industrial property loans were delinquent, down from 0.8%. Among capital sources, CMBS loan delinquency rates saw the highest levels but remained flat during the quarter. • 4.8% of CMBS loan balances were 30 days or more delinquent, unchanged from the last quarter. • Noncurrent rates for other capital sources remained more moderate. • 0.9% of FHA multifamily and healthcare loan balances were 30 days or more delinquent, unchanged during the quarter. • 0.9% of life company loan balances were delinquent, down from 1.0%. • 0.5% of GSE loan balances were delinquent, up from 0.4% the previous quarter. Data on commercial and multifam- ily mortgage portfolios as of September 30, 2024, was gathered by MBA's CREF Loan Performance survey. Since April 2020, comparable polls have been undertaken, and these results build on those findings. In September 2024, par- ticipants reported $2.6 trillion in loans, or 56% of the $4.7 trillion in outstanding commercial and multifamily mortgage debt (MDO).

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