Fitch Downgrades Su Casita Trust Class A & B Notes

MONTERREY, Mexico--()--Fitch Ratings has downgraded the following notes for Su Casita Trust:

Su Casita Mortgage Class A UDI Indexed Notes due on 2035

--Long-term rating and unenhanced long-term rating to 'B-sf' from 'Bsf';

--Unenhanced national long-term rating to 'B+(mex)' from 'BB(mex').

The Rating Outlook Negative for the aforementioned notes

Su Casita Mortgage Class B UDI Indexed Notes due on 2035

--National long-term rating to 'CC(mex)' from 'CCC(mex).

The transaction is backed by mortgages loans originated by Hipotecaria Su Casita, S.A. de C.V., S.F.O.M, E.N.R. (Su Casita) and serviced by Patrimonio S.A de C.V. SOFOL since October 2010.

The rating action follows a review of the performance of the transaction and an update of Fitch's rating criteria for assessing credit risk in Mexican RMBS)sponsored by banks and Sofoles/Sofomes. Fitch updated its criteria on March 16.

Delinquency levels of 90 days or more have been increasing for the last year, going from 30% to 40%. This increase in delinquencies severely affected the transaction's overcollateralization which dropped to -55% from -35%.

The structure of this transaction considers a dual waterfall, where:

--The cash generated from interest collections net of senior expenses is used first to pay interest on the class A notes and then interest on the class B notes; and

--The cash generated from principal collections is used to amortize the notes according to the priority of payment as stated in the Indenture.

The existence of a dual waterfall exacerbated by a continued deterioration in the underlying collateral performance resulted in lower interest coverage levels for both classes.

Additional details are available in Fitch's March 16 press release 'Fitch Updates Mexican Residential Mortgage Criteria', available at 'www.fitchratings.com'.

Additional information is available at 'www.fitchratings.com'. The ratings above were solicited by, or on behalf of, the issuer, and therefore, Fitch has been compensated for the provision of the ratings.

Applicable Criteria and Related Research

--'Global Structured Finance Rating Criteria' (Aug. 4,2011);

--'Rating Criteria for RMBS in Latin America' (Feb. 16, 2012);

--'RMBS Latin America Criteria Addendum - Mexico (March 16, 2012).

Applicable Criteria and Related Research:

Global Structured Finance Rating Criteria

http://www.fitchratings.com/creditdesk/reports/report_frame.cfm?rpt_id=646569

Rating Criteria for RMBS in Latin America

http://www.fitchratings.com/creditdesk/reports/report_frame.cfm?rpt_id=666231

RMBS Latin America Criteria Addendum - Mexico

http://www.fitchratings.com/creditdesk/reports/report_frame.cfm?rpt_id=674359

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Contacts

Fitch Ratings
Brian Bertsch, +1-212-908-0549
Media Relations, New York
brian.bertsch@fitchratings.com
or
Primary Analyst:
Elsa Segura, +52 (81) 8399 9100
Analyst
Fitch Mexico S.A. de C.V.
or
Secondary Analyst:
Fernando Padilla, +52 55 5202 7302
Director
or
Committee Chairperson:
Greg Kabance, +1-312-368-2052
Managing Director

Contacts

Fitch Ratings
Brian Bertsch, +1-212-908-0549
Media Relations, New York
brian.bertsch@fitchratings.com
or
Primary Analyst:
Elsa Segura, +52 (81) 8399 9100
Analyst
Fitch Mexico S.A. de C.V.
or
Secondary Analyst:
Fernando Padilla, +52 55 5202 7302
Director
or
Committee Chairperson:
Greg Kabance, +1-312-368-2052
Managing Director