Heartland securitises reverse mortgages

John Kavanagh

Heartland Group has completed a reverse mortgage-backed loan securitisation, claiming it is the first of its kind in the local market.

The issue, which was done by Heartland’s Australian subsidiary, raised A$142 million and gives the group funding with a 30-year financial maturity.

The company said in a statement that it now has $1 billion of committed Australian reverse mortgage loan funding. It has been intent on diversifying its funding and last year launched a medium-term note program.

Heartland claims leadership in the Australian reverse mortgage market with a 26 per cent share. It said demand for the product was growing.

It said investors in the securitisation were all offshore institutional investors. UK institutional investor M&G Investment Management Ltd was a cornerstone investor.

The financing structure was designed to match its reverse mortgage assets with European life insurers’ regulatory capital requirements.

 

 

Heartland did not provide pricing details.