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Friday, October 16, 2009
Morgan Housel :: Townhall.com Columnist
Prudence Just Ain't FHA's Thing
by Morgan Housel
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The Federal Housing Administration (FHA), a sort of lesser-known version of Fannie Mae (NYSE: FNM) and Freddie Mac (NYSE: FRE), wants you to know that everything's cool as is, and will hear nothing of this "lending standards" blather.

FHA, you see, backs mortgages with down payments as low as 3.5%. Since 3.5% is positively pitiful in an industry where 20% is the norm (and seeing how taxpayers are liable for these loans), some members of Congress want FHA to up its minimum down payment requirement to 5% ... still extremely low, mind you.

But FHA commissioner David Stevens thinks that's rubbish, telling the Mortgage Bankers Association, "When I see members of Congress move a bill out that says raise it to 5% ... I get very concerned. It isn't the down payment on its own that causes a default."

Well, OK. I understand the fear of incoming regulation gives people heartburn. But let's look at the facts. As I notedearlier this summer:

Regression analysis compiled by a University of Texas economics professor shows that being underwater is by far the dominant cause of foreclosure. Factors that assign prime borrower status -- such as credit scores, monthly payments, and income -- aren't nearly as conducive to foreclosure as whether a homeowner owes more than their home is worth.

Low down payments = mortgages underwater = defaults. It's pretty simple: When you have skin in the game, your chances of, and incentive to, default diminishes.

Some will say, "Sure, but that alone doesn't prove FHA's standards need to be overhauled. Maybe 3.5% works for them." But check this table out. Enough said.

As fellow Fool Dan Caplinger wroteearlier this year, "It's too late to force existing homeowners to pony up a big down payment to supplement their home equity and get their mortgages back above water. What we  can do, though, is make sure we  don't repeat the missteps of the past ..."

Agreed. And when the FHA is on track to insure over $1 trillion in mortgages -- larger than Bank of America (NYSE: BAC) and Wells Fargo 's (NYSE: WFC) private mortgage book combined-- these aren't missteps anyone can afford to take.

For related Foolishness:

Fannie and Freddie: One Year Later Dangerously Delaying the Inevitable The New Subprime

This article was originally published as Prudence Just Ain't FHA's Thingon Fool.com

Copyright © 2009 The Motley Fool, LLC. All rights reserved.

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About The Author

Morgan Housel is a Motley Fool contributor.

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