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Managing a Potential Flood of Foreclosures - CNBC

You can talk all you want of renewed interest in housing, slowly increasing sales and supposed stabilization in prices, but the elephant in the room is slowly growing, and banks, Fannie, Freddie and the government know it. I'm talking about foreclosures.

Home in foreclosure.
Getty Images
Home in foreclosure.

Economist Mark Zandi, often quoted by lawmakers on both sides of the aisle, told the Senate Budget Committee this morning that while he's "optimistic" with regard to the economy's prospects, "At the top of my list of concerns, at least in the near term (6 to 12 months), is the ongoing problem in the housing market and the foreclosure crisis."

REO inventory is rising, he proved through some slides. Four million seriously delinquent loans, out of 50 million first mortgage loans, "so that's a lot." And while he noted that the problems appear to have peaked, there are still over 600,000 properties in REO, which will only put more pressure on prices when they come to market.

Zandi called modification efforts "inadequate," despite the 1.5 to 2 million modifications a year.  "In the context of all the problems that we've got, it's still quite small," he noted.  Zandi's biggest concern is that 14 million homeowners, according to his calculations, are underwater (owe more on their mortgages than their homes are worth), and 4 million of those are underwater by more than 50 percent. "That's deeply underwater," he elaborated.

This testimony just happened to coincide with a few blurbs of information I've noted over the past few days. 

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Published Saturday, February 12, 2011 9:53 AM by Gail Griffin

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