重大事件
即時報告
8-K
2026-07-01
Finance of America 完成收購 Onity 52 億美元逆按揭資產，擴大服務組合
AI 繁中摘要
Finance of America 完成收購 Onity 逆按揭資產 🏠
申報類型：8-K（即時公告）
重點摘要：
- Finance of America Reverse LLC（紐交所代號：FOA）宣布已完成從 Onity Group 附屬公司 Onity Mortgage Corporation 收購逆按揭服務權（MSRs）的交易。
- 交易為全現金，涉及約 20,000 筆 Ginnie Mae 房屋增值轉換按揭貸款（HECM），未償本金總額達 52 億美元。
- 收購大幅擴大了 Finance of America 的 HECM 服務組合及客戶基礎，加強其作為全國領先家居權益退休方案供應商的地位。
- 同時，Onity Mortgage 獲聘為三年期次級服務商，確保營運連續性並實現服務足跡多元化。
- 行政總裁 Graham Fleming 表示，此交易是增長策略的重要里程碑，歡迎新客戶加入平台，並與 Onity 建立具意義的服務合作關係。
管理層展望：
公司專注服務 55 歲或以上業主，提供創新的逆按揭解決方案。收購後將進一步強化市場領導地位，提升服務能力。投資者可留意未來營運效率及客戶基礎擴張帶來的潛在收入增長。
對投資者的影響：
- 短期：交易有助擴大資產管理規模及服務費收入，但需關注整合成本及次級服務安排的執行風險。
- 長期：若成功維持貸款質量及客戶忠誠度，可增強公司於退休金融領域的競爭優勢，利好股東價值。
- 進一步詳情可查閱同日提交的 8-K 文件。
展開英文正文
EX-99.1 2 ex-991foaonitydealclosingp.htm EX-99.1 Document Finance of America Completes Acquisition of Reverse Mortgage Assets from Onity The acquisition reinforces Finance of America's position as the nation's leading provider of home equity-based retirement solutions PLANO, Texas--(Business Wire)-- Finance of America Reverse LLC (“Finance of America” or the “Company”), a subsidiary of Finance of America Companies Inc. (NYSE: FOA) and the nation’s leading provider of home equity-based retirement solutions, today announced the completion of its acquisition of reverse mortgage servicing rights (MSRs) from Onity Group Inc.’s subsidiary, Onity Mortgage Corporation. The all-cash transaction includes approximately 20,000 Ginnie Mae home equity conversion mortgage loans representing $5.2 billion in unpaid principal balance. The acquisition significantly expands Finance of America’s HECM servicing portfolio and customer base, positioning the Company to serve more homeowners age 55 and older seeking responsible home equity access. In connection with the transaction, Finance of America has engaged Onity Mortgage as a subservicer under a three-year agreement, enabling operational continuity and allowing Finance of America to diversify its servicing footprint with a talented subservicing partner. “Completing this transaction represents an important milestone in our growth strategy,” said Graham Fleming, Chief Executive Officer of Finance of America. “We are pleased to welcome these customers to our platform while establishing a meaningful servicing relationship with Onity. This acquisition strengthens our market leadership and enhances our ability to deliver innovative reverse mortgage solutions to more American homeowners.” Additional information regarding today’s announcement can be found in Finance of America Companies Inc.’s Current Report on Form 8-K concurrently filed with the Securities and Exchange Commission (“SEC”), which is available free of charge at the SEC’s website at www.sec.gov and on Finance of America’s website at https://ir.financeofamericacompanies.com. About Finance of America Finance of America Reverse LLC dba Finance of America (NMLS 2285 Equal Housing Opportunity) is a modern retirement solutions platform that provides customers with access to an innovative range of retirement offerings centered on the home and is the consumer brand and reverse mortgage operating subsidiary of its parent company, Finance of America Companies Inc. (NYSE: FOA) (“Finance of America Companies”). In addition to the reverse mortgage business, Finance of America Companies offers capital markets and portfolio management capabilities primarily to optimize the distribution of its originated loans to investors. Finance of America Companies is headquartered in Plano, Texas. For more information, please visit www.financeofamericacompanies.com. Contacts For Finance of America Media Relations: [email protected] Finance of America Investor Relations: [email protected]