Fitch: U.S. Timeshare ABS Delinquencies Fall to Eight-Year Low
Total delinquencies for second quarter-2015 (2Q'15) were 2.66%, down from 2.79% in 1Q'15 and 2.92% observed in 2Q'14. Fitch has observed consistent year-over-year improvement since 2012.
Defaults also decreased in 2Q'15, and compared to a year ago. Defaults for 2Q'15 were 0.57%, down from 1Q'15 at 0.67% and 0.66% observed a year ago in 2Q'14. Although they remain slightly elevated compared to pre-recessionary levels, defaults have displayed overall improvement over the last three years.
On an annualized basis (rolling 12 months), defaults were 6.42% for 2Q'15, down from 6.51% for 1Q'15. This represents three years of consecutive quarterly improvement as well as the lowest level of defaults for timeshare ABS in six years.
Fitch's Rating Outlook for timeshare ABS remains Stable due in part to the delevering structures found in timeshare transactions and ample credit enhancement levels.
Fitch's timeshare ABS index is an aggregation of performance statistics on pools of securitized timeshare loans originated by various developers. Expected cumulative gross defaults on underlying transactions can range from 9% to above 20%. While delinquencies and defaults may vary on an absolute basis, most transactions supporting the index exhibit similar overall trends.
The Fitch timeshare performance index summarizes average monthly delinquency (over 30 days) and gross default trends tracked in Fitch's database of timeshare asset backed securities (ABS) dating back to January 1997 and is available on a quarterly basis.
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