Financial Reform Alienates Minorities in Home Ownership

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Potential homeowners will be priced-out in the market created by recent reform legislation.

I applaud both the Obama administration and Congress for reacting to lessons learned in our current econmc crisis in order to prevent them from happening again. But there should also not be an over reaction to the housing crisis, one in which qualified buyers are priced-out from the market. Financial reform should not come at the expense of minorities and young adults who played no role in our housing crisis; both groups already are behind when it comes to asset wealth. Increasing the hurdles to homeownership for these groups is not the solution to our current problems.

The Dodd-Frank Wall Street Reform Act includes a provision calling for banks to retain 5% risk retention in loans sold on the secondary market. In theory this is great; forcing banks to keep some skin in the game could prevent some recent fraudulent practices. However, there is an exemption for loans that meet what is called a Qualified Residential Mortgage (QRM). The debate over the definition of the QRM will go a long way in determining the future of homeownership; placing high down payment requirements would price-out minorities and young adults who typically have lower assets available.

In the discussion surrounding the QRM, most of the debate has centered on the Loan-to-Value (LTV). There are two proposals that could be combined into one policy. The first would require potential homeowners to put down 20%, and the other is to put down 10% with mortgage insurance added to the mortgage. This isn’t to say that loans that don’t meet these qualifications can’t be made, but they would be made with much higher rates. Banks would push these QRM loans, as they would not have to retain any risks. Smaller banks, unable to withstand a shrinking mortgage market, would make the new “higher risk” loans at higher rates.

If these proposals are adopted, the face of homeownership could change. No longer could it be seen as a gateway to wealth, as only the wealthy would be able to afford it. The interesting part of this discussion is that it has brought together organizations that are typically on opposite sides. A group of Consumer Advocates and Industry leaders released a joint report stating, “First time homebuyers will have to choose between higher rates today or a 9- to 14-year delay while they save up the necessary down payment.” In the Mortgage Bankers Association’s testimony before the House Subcommittee on Capital Markets and Government Sponsored Enterprises they took the position that this would be an “insurmountable barrier to most first-time and low- and moderate-income borrowers achieving homeownership, notwithstanding that they otherwise may qualify for a mortgage.”

Recent studies have shown the wealth disparities in our country between whites and minorities. With these troubling numbers how can this debate not be seen as a direct target to minority communities? We can also place young professionals in this category. When we think about our young adults graduating from college, we see them on a progression: Get a great job, buy a house, and start a family. Young adults of all races would find themselves in the same categories as minorities. They will have a decision: Either pay higher rates today, or delay homeownership for up to 14 years. Is this the cost of financial reform?  Is this an overreaction to the housing crisis? I say it is, and I am not alone. Advocates and industry that often battle are standing together on this issue. We are about to price-out qualified buyers from the market, which played no role in our housing crises. Is this the price we have to pay for financial reform? I hope not.

Photo Credit: nannetteturner

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Michael De Los Santos

Blogger, Activist, BBQ Enthusiast, Sports and Politics junkie. Blog covers my love of Politics and BBQ, www.dailypolitique.com. ...

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Christopher Altchek

Michael, very good explanation of a complex issue. My first question is, can the homeowners that will be priced out actually afford these loans? Anything less than a 10% down-payment on a house could be deemed irresponsible. My second question, with housing prices remaining flat, and not expected to rise substantially anytime soon, can homeownership still be a gateway to wealth? Paying off your mortgage will leave you with more equity in your home, but without rising home prices, you won't be wealthy.

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I firmly believe in personal responsibility over personal wants. Rent until you save enough to purchase. It seems foolhardy to me to try to purchase something that will have you upside down in debt and call it an asset. Without a downpayment you'll be paying only interest for years.

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Wasn't this the very concern that prompted the "must-loan" laws of the Clinton years that eventually led to a plethora of insolvent mortgages? There has to be another way to address it. That and this country needs to move beyond the idea that home ownership is mandatory if you want to be "successful."

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If young adults or minorities want a home loan, they can go to the FHA and they are ALOT more lax in their lending standards. Financial Institutions need to stay solvent and not loan to those who cannot afford it.

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  • Michael De Los Santos 11 months ago FHA isn't a lot more lax in th...

FHA isn't a lot more lax in their lending..they have lower down payment amounts, but pushing more people to FHA (which is a costlier product) puts more burden on the government in the housing market. The more people are pushed to FHA the larger the share of the market the government sponsors which is what they are trying to get out of.

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I believe the standard is Budgeted Mortgage Payment/Gross Monthly Income. If your BMP divided by your GMI does not equal 28% or less, you will get rejected. Institutions do that to keep the risk low.

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  • Michael De Los Santos 11 months ago I think you are referring to the De...

  • Amir Townsend 11 months ago Actually there are three ratios tha...

  • Michael De Los Santos 11 months ago Glad you did as well. But having w...

I think you are referring to the Debt to Income Ratio or DTI which is the risk factors they look at. The new rules make a hard DTI at 36% which is a good thing.

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Actually there are three ratios that determine whether you get a mortgage. BMP to GMI, DTI and Loan to Value. All three of these are supposed to be met in order to receive a mortgage. Glad I went to class today.

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Glad you did as well. But having worked in the mortgage market and working in analyzing that market now, I know what they focus on. Your LTV doesn't determine if you are approved, but helps determine your rate. The DTI is what they focus on to make sure you get the mortgage. This is why the new rules focus on LTV with the down payment requirements and the DTI. When you calculate the DTI it factors in BMP to GMI, added with your other debts. That is why the DTI is primarily used, because it factors in the BMP/GMI. If you use both you are factoring that in twice.

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I think the 5% mark is good. Along with the QRM program. The problem with this is that people think that home ownership is a "right." Ownership is a privilege and one should not get it if they cannot make payments comfortably

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  • Michael De Los Santos 11 months ago you're right, but down payment...

  • Amir Townsend 11 months ago Down payments reduce the monthly pa...

  • Michael De Los Santos 11 months ago your monthly payment also can be re...

you're right, but down payment is not an indicator of how well you can make a payment.

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Down payments reduce the monthly payment made on a mortgage. By requiring a high down payment, It allows institutions to be able to have something to draw from in case the loan is defaulted on and keeps monthly payments low

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your monthly payment also can be reduced by buying your rate down. When you default on your loan it doesn't matter how much you put down, they follow the same procedures. They don't draw on your equity to cover the default. They take the whole house. Everything is lost whether you put a down payment or not.

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Michael, very good explanation of a complex issue. My first question is, can the homeowners that will be priced out actually afford these loans? Anything less than a 10% down-payment on a house could be deemed irresponsible. My second question, with housing prices remaining flat, and not expected to rise substantially anytime soon, can homeownership still be a gateway to wealth? Paying off your mortgage will leave you with more equity in your home, but without rising home prices, you won't be wealthy.

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  • Michael De Los Santos 11 months ago To answer your first question, I sa...

  • Michael De Los Santos 11 months ago One key to making a large down paym...

  • Michael De Los Santos 11 months ago sorry those numbers are based on a ...

To answer your first question, I say yes. Someone's ability to pay a large down payment is not a reflection of their ability to make a monthly payment. If someone pays $1,000/month in rent and qualifies for a mortgage of $800/month should they be priced out because they don't have a large down payment? I say no. I think as often as one can a large down payment should be made, but if you can't make one you should not be negatively impacted. Irregardless of how this issue plays out, I don't think that home ownership can be viewed as a gateway to home ownership. You said some of the reasons why this is true. The housing market fluctuates so much one's wealth should not be valued based on the value in their home. That value and their equity can change based on swings in the market.

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One key to making a large down payment is asset wealth. Young professionals and minorites are behind in this category. We have a large wealth gap in this country that show discouraging wealth numbers for minority communities. Therefore, hampering their ability to raise a large down payment. Their ability to make a monthly payment and save some money for emergency expenses should carry more weight than their ability to place between $17,500 and $35,000 to purchase.

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sorry those numbers are based on a $175,000 mortgage

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Agreed that asset wealth disparities by race are troublesome. I disagree that the solution is to allow for lower down-payments for all. Mortgages with down-payments have much lower default rates because the homeowner has more to lose (his/her equity). Also, saving enough to cover a down-payment can be a signal that the homeowner has fiscal discipline required to make monthly payments. Are there any promising statistics showing mortgages with low down-payments lead to more homeownership than to defaults?

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To my knowledge there are no stats for this. I disagree with your statement about mortgages with down payments having lower default rates because a homeowner has more to lose. During the height of the Subprime Era, the size of your down payment had no bearing on whether or not you were given an adjustable rate mortgage. People who put down 20% were given the same type of products as those who put down significantly less. When the rates began to adjust, your ability to repay had nothing to do with the amount of down payment you put. Had only do to with could you afford it at that moment. This led to the initial wave of foreclosures. People with high and low down payments were foreclosed on the same. The next wave was unemployment. Having more equity doesn't stop default rates if you have no income. Lower down payments keeps more in savings to fall back on in tough times.

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Good points. A bigger down-payment will not help you make payments if you fall on hard times, but it will allow you more flexibility in dealing with the situation. Keeping down-payment requirements, but aiding minorities and young professionals with subsidies on these down-payments might be the right option. http://www.clevelandfed.org/research/commentary/2011/2011-03.cfm

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I don't think it gives more flexibility, but I do think if you can make a larger down payment you should. I simply don't think it should be a requirement, because of who it can alienate. I agree with you on the subsidies for down payments, even without the new proposed rules.

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