BILL ANALYSIS                                                                                                                                                                                                    �






           SENATE TRANSPORTATION & HOUSING COMMITTEE       BILL NO: sb 447
          SENATOR MARK DESAULNIER, CHAIRMAN              AUTHOR:  desaulnier
                                                         VERSION: 1/4/12
          Analysis by:  Mark Stivers                     FISCAL:  YES
          Hearing date:  January 10, 2012



          SUBJECT:

          California Housing Finance Agency

          DESCRIPTION:

          This bill prohibits the California Housing Finance Agency 
          (CalHFA), under specified circumstances, from foreclosing upon a 
          single-family mortgagee for renting out the property.

          ANALYSIS:

          Established in 1975, CalHFA is the state's affordable housing 
          bank.  CalHFA issues tax-exempt bonds and uses the proceeds to 
          make below market-rate loans to income-eligible first-time 
          homebuyers and the developers of affordable rental housing.  
          CalHFA is a self-supporting entity. It does not receive money 
          from the state's general fund, and its debts obligate only 
          CalHFA itself, not the State of California.  

          CalHFA's primary business activity has been making mortgage 
          loans to low- and moderate-income first-time homebuyers in 
          California.  Currently, the agency has roughly 23,000 loans in 
          its single-family housing portfolio.  Federal law relating to 
          tax-exempt bonds requires that 95 percent of borrowers occupy 
          the homes that the bonds financed.  The law is not clear whether 
          this rule applies only to the intentions of the borrower at the 
          time of purchase or over the life of the loan.

          As a result of increasing requests to rent out property due to 
          the drop in home values, in August 2010 CalHFA revised its 
          policy on renting out agency-financed homes to expand the 
          definition of "hardship" and to allow for extensions of CalHFA 
          approvals.  The revised policy prohibits rentals unless the 
          borrower can document one of the following involuntary financial 
          hardships:

           Reduction in income because of reduced hours, pay cuts, or a 




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            new job.
           An involuntary increase in living expenses or medical costs.
           An involuntary job transfer, including a military posting, 
            with a possible return in one year.
           Being forced to look for a job outside the area with the 
            possibility of return, or selling or refinancing the home, 
            within a year.

          Several months later, CalHFA added another economic hardship 
          exemption: increased mortgage payments associated with a 
          35-year-loan product in which the borrower pays interest only 
          for the first five years and sees increased payments in year 
          six.  In all cases, CalHFA allows borrowers who met the criteria 
          to rent out their homes for one year, with the possibility of 
          month-to-month extensions. The policy also stipulates that under 
          no circumstances shall rental exceptions exceed five percent of 
          the loans issue outstanding under the relevant bond indenture.

          In response to a report by the Senate Office of Oversight and 
          Outcomes (SOOO) on this issue and a follow-up letter from 
          Senators Steinberg and DeSaulnier, CalHFA recently suspended 
          foreclosures for non-monetary default (e.g. unauthorized 
          renting) until its board can discuss the matter at its January 
          meeting.

           This bill  prohibits CalHFA from foreclosing upon a borrower for 
          renting out the property if all of the following conditions are 
          met:

           The borrower is current in making his or her mortgage payments 
            and has not breached any term of the mortgage but for the 
            rental provision.
           The borrower lived in the home for at least one year after 
            obtaining the mortgage.
           No more than 4% of the proceeds of the relevant bond issuance 
            are associated with rented properties. 
          
          COMMENTS:

           1.Purpose of the bill  .  According to the author, California 
            should take all reasonable measures to reduce the staggering 
            impacts of foreclosures on families and neighborhoods.  The 
            recent SOOO report points out that California has a small but 
            important opportunity to do just that by more closely 
            following other states in how it responds to CalHFA borrowers 
            who move out of a home due to changing circumstances and, in 




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            these times of depressed market values, rent it out to avoid a 
            massive financial loss to themselves and CalHFA.  By 
            prohibiting foreclosures in such situations, this bill helps 
            struggling homeowners, keeps CalHFA in compliance with federal 
            tax law, and reduces losses to CalHFA itself.  

           2.Experiences from report  .  CalHFA has foreclosed on 21 of its 
            23,000 loans for violation of the owner-occupancy clause.  In 
            one example, a teacher living in Sunnyvale lost a condo to 
            foreclosure after marrying a man with a young son and deciding 
            that they could not live in her 724-square-feet home. She was 
            current on her payments to CalHFA in spite of losing each 
            month the $1000 difference between her mortgage payment and 
            her rental income.  Determined to meet her obligation, she 
            intended to keep paying her note until she could sell or 
            refinance the home.  According to the SOOO report, 186 more 
            known borrowers are renting out their CalHFA-financed homes 
            without permission and at risk of foreclosure due to 
            non-occupancy.  

           3.Limiting CalHFA losses .  In addition to inflicting financial 
            losses on homeowners and potentially displacing tenants, 
            CalHFA's policy increases losses to CalHFA itself.  According 
            to the SOOO report, CalHFA loses an average of $37,839 per 
            foreclosed property.  Because CalHFA's mortgage insurance fund 
            has now run out of reserves, the average loss has recently 
            increased to $56,000 per foreclosure.  As long as the 
            tax-exempt status of CalHFA's bonds are not jeopardized, this 
            bill will help reduce losses to CalHFA by reducing the number 
            of foreclosures on performing loans.
           
          4.Policies in other states  .  According to the SOOO report, only 
            two states, Georgia and Nevada, of the twenty that the office 
            surveyed have policies as strict as CalHFA's, and Georgia has 
            not foreclosed on anyone for renting out a home for a few 
            years.  Most states surveyed have more forgiving policies.  
            For example, Washington does not foreclose on any borrowers 
            who rent.  New York allows renting if the mortgage is 
            underwater regardless of the reason the borrower is moving 
            out.  Florida allows renting on a case-by-case basis if an 
            appraisal shows that the mortgage is underwater. 
           
          5.Differing legal opinions  .  CalHFA has received two differing 
            legal opinions on this matter.  As bond counsel to the agency 
            prior to 2005, Orrick, Herrington & Sutcliffe opined that one 
            section of the Internal Revenue Code prohibited commercial 




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            uses of properties funded by tax-exempt bonds, a definition 
            that included rentals.  In 2005, CalHFA's new bond counsel, 
            Hawkins, Delafield & Wood, advised the agency that the 
            Internal Revenue Code required only that the borrower intended 
            to live in the house at the time of origination, not stay 
            there for the life of the mortgage.  According to CalHFA, the 
            opinion associated with a particular bond issuance controls 
            the policies on loans originated from that bond.  In the 
            interest of maintaining uniform rules for all borrowers, 
            however, CalHFA's policy has conformed to the more 
            conservative Orrick opinion for loans made with both older and 
            newer bonds funds.

           6.Suggested amendment  .  This bill prohibits CalHFA from 
            foreclosing upon a homeowner for renting out the home if three 
            conditions are met.  The committee may wish to consider adding 
            a fourth criterion: that the value of the home be less than 
            the debt on the property (i.e. the home is "underwater").  
            This will ensure that the bill's protections only apply to 
            those who cannot refinance or sell without loss.  


          POSITIONS:  (Communicated to the committee before noon on 
          Wednesday,                                             January 
          4, 2012)

               SUPPORT:  None received.

          
               OPPOSED:  None received.