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Atlantic City Region

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Atlantic City Region
Atlantic City Area

Metro Market Report, First Quarter 2009



Today's Market…

Median Price (Red Line) and One-year Price Growth 1,000s



30% $300

20% $250

10% $200

0% $150

-10% $100

-20% $50

-30% $0

2002 - Q3 2003 - Q3 2004 - Q3 2005 - Q3 2006 - Q3 2007 - Q3 2008 - Q3 2009 -

Q1 Q1 Q1 Q1 Q1 Q1 Q1 Q1









Atlantic City U.S. Local Trend

Price Activity

Current Median Home Price (2009 - Q1) $219,100 $167,633

Prices are down compared to a year

1-year Appreciation (2009 - Q1) -21.0% -8.8% earlier and continue to weaken

3-year Appreciation (2009 - Q1) -13.0% -22.7%

3-year (12-quarter) Housing Equity Gain -$32,600 -$49,267

Those who bought early in the boom still

7-year (28 q) Housing Equity Gain $16,700 -$31,367 hold some equity

9-year (36 q) Housing Equity Gain $69,400 $633







State Home Sales (Red Line) and Sales Growth

30% 250

20%

200

10%

0% 150



-10% 100

-20%

50

-30%

-40% 0

2002 - Q3 2003 - Q3 2004 - Q3 2005 - Q3 2006 - Q3 2007 - Q3 2008 - Q3 2009 -

Q1 Q1 Q1 Q1 Q1 Q1 Q1 Q1







Home Sales and Construction Growth New Jersey U.S.

*State Existing Home Sales (2009 - Q1) -18.7% -8.2% Weak compared to recent state average

*versus same quarter, year-ago







1

Local Supply and Demand…

Local Economic Outlook Atlantic City U.S.

1-year Job Additions (2009 - Apr) -7,900 Not Comparable Weak for this market and could impact

3-year Job Additions (2009 - Apr) -12,100 Not Comparable demand

State Economic Activity Index New Jersey U.S.

12-month change (2009 - Apr) -4.1% -3.2% Contracting faster than the rest of the

36-month change (2009 - Apr) -0.8% 0.9% nation







Local Fundamentals Atlantic City U.S.

1-year (12 month) Job Growth Rate -5.3% -1.6% Weak compared to other markets

3-year (36 month) Job Growth Rate -8.0% 0.7% Weaker than most metro areas

1-year Job Gain to New Single-Family Homes -13.4 -0.1 Weak compared to the national average

3-year Job Gain to New Single-Family Homes -3.8 4.7 Weak compared to the nation

** Single-Family Housing Permits (2009 - Apr) -49.3% -42.2% Important to reduce supply

**Rolling 12-month sum vs. a year ago







Affordability - Local Mortgage Servicing Cost-to-Income

(Historical Average Shown in Red Dashed Line)

25%



20%



15%



10%



5%



0%

9





1





3





5





7





9





1





3





5





7

8





9





9





9





9





9





0





0





0





0

19





19





19





19





19





19





20





20





20





20









Monthly Mortgage Payment to Income Atlantic City U.S.

Ratio for all of 2008 19.5% 20.7% Weak affordability

Ratio for 2009 - Q1 16.7% 17.7% Weak by local standards

Historical Local Average 15.4% 23.2% Good relative to the nation









2

25.0%



20.0%



15.0%



10.0%



5.0%



0.0%

2007 - Q4 2008 - Q1 2008 - Q2 2008 - Q3 2008 - Q4 2009 - Q1









Median Home Price to Income Atlantic City U.S.

Ratio for 2008 6.8 7.2 Weak Relative to Local History

Historical Local Average 4.9 7.2 Good Compared to Nation Average







Ratio of Local Median Home Price to Local Average Income

(Historical Average shown in Red Dashed Line)

8.0

7.0

6.0

5.0

4.0

3.0

2.0

1.0

0.0

9





1





3





5





7





9





1





3





5





7

8





9





9





9





9





9





0





0





0





0

19





19





19





19





19





19





20





20





20





20









3

Looking Deeper….

State Total Foreclosure Rate vs. U.S Average

(U.S. Average in Red Dashed Line)

5.0%

4.5%

4.0%

3.5%

3.0%

2.5%

2.0%

1.5%

1.0%

0.5%

0.0%

3



1



3



1



3



1



3



1



3



1



3



1



3



1



3



1



3



1

Q

-Q



Q

-Q



Q

-Q



Q

-Q



Q

-Q



Q

-Q



Q

-Q



Q

-Q



Q

-Q

1







2







3







4







5







6







7







8







9

0







0







0







0







0







0







0







0







0

20







20







20







20







20







20







20







20







20

Monthly Market Data - February 2009 Atlantic City U.S.

PRIME Market Share 86.8% 84.5% Lower subprime exposure than average

SUBPRIME and Alt-A Market Share 13.2% 15.5% Strong Compared to the Nation

There has been a large local increase

TOTAL Foreclosure + REO Rate 2.1% 1.7%

versus a year ago

TOTAL Foreclosure + REO Rate (same period, 1- Compared to the nationional average,

0.8% 0.8%

year earlier ) today's local rate is low

There has been a large local increase

SUBPRIME Foreclosure + REO Rate 18.9% 14.6%

versus a year ago

SUBPRIME Foreclosure + REO Rate (same Locally, today's foreclosure rate is low

10.9% 11.6%

period, 1- year earlier) relative to the nationional average

A large local increase occurred compared

ALT-A Foreclosure + REO Rate 13.2% 12.1%

to a year ago

ALT-A Foreclosure + REO Rate (same period, 1- The current local rate is high compared

3.7% 5.5%

year earlier) with the up-to-date U.S. average

Monthly Foreclosure data provided by First American CoreLogic, LoanPerformance data









4


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