Fannie Mae Prices Fourth And Largest Credit Risk Sharing Transaction

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Government-sponsored enterprise Fannie Mae has priced its fourth – and largest – credit risk sharing transaction under its Connecticut Avenue Securities (C-deals) series.

The $2.05 billion note offering was priced on July 17 and is scheduled to settle on July 25. This deal (Series 2014-C03) is consistent with prior transactions and includes reference loans with original loan-to-value (LTV) ratios of up to 97%.

‘We've continued to see strong investor demand in our Connecticut Avenue Securities transactions and the size of this deal reflects the ongoing market appetite and interest," says Laurel Davis, vice president for credit risk transfer at Fannie Mae. "As planned, we have been coming to market with new issuance on a regular, quarterly basis. We plan to come to market again next quarter, likely in November."

C-deal notes are bonds issued by Fannie Mae. The amount of periodic principal and ultimate principal paid by Fannie Mae is determined by the performance of a large and diverse reference pool.

The reference pool for the Series 2014-C03 transaction contains over 330,000 single-family mortgage loans with an outstanding unpaid principal balance of $210.3 billion. This reference pool consists of eligible loans acquired in the second quarter of 2013 – part of Fannie Mae's new book of business underwritten using strong credit standards and enhanced risk controls.

The loans included in this transaction are fixed-rate, generally 30-year term, fully amortizing mortgages, and the reference pool is subdivided into two loan groups by original LTV. Group one includes loans with original LTV ratios between 60.01% and 80.00%. Group two includes loans with original LTV ratios between 80.01% and 97.00%.

The deal included a broad distribution of diverse investors, including asset managers, hedge funds, insurance companies, depository institutions and real estate investment trusts.

Morgan Stanley was the lead structuring manager and joint bookrunner on the transaction. Nomura was the co-lead manager and joint bookrunner. Bank of America Merrill Lynch, Credit Suisse, JP Morgan and Wells Fargo Bank NA were co-managers, and Great Pacific Securities participated as a selling group member.

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