medium · Asset-Backed Securities

A Home Equity Loan (HEL) ABS structure uses a Shifting Interest mechanism. At closing, the Seniors (Class A) represent 90% of the deal and Subordinates (Class M/B) represent 10%.

During a 36-month lockout period, 100% of prepayments are directed to Class A. If the pool begins with 500,000,000 and experiences 20% CPR, what is the primary credit effect on Class A by Month 37?

  1. Class A's credit support increases because the Subordinates remain at their original dollar balance while the total pool shrinks.
  2. The shifting interest mechanism is disabled if any cumulative loss triggers are breached, returning the deal to pro-rata payments.
  3. The Weighted Average Life (WAL) of Class A will extend, providing more interest income to compensate for the shifting interest risk.
  4. The Class A percentage of the remaining pool will significantly decrease, as it amortizes faster than a pro-rata allocation would allow.

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