Press Release|ABS

KBRA Assigns Preliminary Ratings to GreenSky Home Improvement Issuer Trust 2024-1

25 Jul 2024   |   New York

Contacts

KBRA assigns preliminary ratings to five classes of notes issued by GreenSky Home Improvement Issuer Trust 2024-1 ("GSKY 2024-1"), an asset-backed securitization collateralized by a pool of consumer loans used for home improvements.

GSKY 2024-1 represents the fifth 144A securitization of home improvement loans originated through the lending program administered by GreenSky, LLC (“GreenSky” or the “Company”) on behalf of federally-insured, federal or state chartered lenders in connection with the lenders’ origination of consumer loans through a network of merchants (the “GreenSky Program”) and the first securitization issued under the GreenSky Home Improvement Issuer Trust (GSKY) shelf.

GSKY 2024-1 will issue five classes (and up to eight tranches) of notes totaling $739.073 million, collateralized by 95% of economic participation interests (the "Participations") in a pool of approximately $850 million consumer loans used to finance home improvement products and services originated by Goldman Sachs Bank USA (the "Loan Originator") and Synovus Bank (the "Origination Partner") under the GreenSky Program.

Founded in 2006 and headquartered in Atlanta, GA, GreenSky administers the GreenSky Program for merchants and lenders that facilitates point-of-sale financing for consumers in the home improvement markets. In March 2022, GreenSky was acquired by The Goldman Sachs Group, Inc. and became an indirect, wholly-owned subsidiary of the Loan Originator, a New York state-chartered bank. The Loan Originator originated substantially all loans under the GreenSky Program between mid-August 2022 and mid-March 2024. Effective March 15th, 2024, the Loan Originator sold GreenSky (and certain associated assets) to a consortium of institutional investors led by Sixth Street, sold all outstanding loans made by the Loan Originator through the GreenSky Program to Synovus Bank and the Loan Originator ceased to own or originate loans made through the GreenSky Program. Approximately 86% of the loans in the transaction collateral pool were originated by the Loan Originator and approximately 14% were originated by the Origination Partner.

KBRA applied its Consumer Loan ABS Global Rating Methodology, as well as its Global Structured Finance Counterparty Methodology and ESG Global Rating Methodology as part of its analysis of the static pool data and the underlying collateral pool and stressed the capital structure based upon its stress case cash flow assumptions. KBRA considered its operational review of GreenSky, as well as several business updates with the Company.

This press release was modified since its initial publication date of July 25, 2024 to correct a typographical error.

To access rating and relevant documents, click here.

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Methodologies

Disclosures

Further information on key credit considerations, sensitivity analyses that consider what factors can affect these credit ratings and how they could lead to an upgrade or a downgrade, and ESG factors (where they are a key driver behind the change to the credit rating or rating outlook) can be found in the full rating report referenced above.

A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here.

Information on the meaning of each rating category can be located here.

Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

About KBRA

Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider.

Doc ID: 1005163

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