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Spanish Banking Sector undergoing momentous Change

Spanish Banking Sector undergoing momentous Change

Mar 26, 2013

Good news for expats living at the Costa del Sol: investors who were sold high risk bank debt are to be compensated, according to a government decree. Particularly small investors, who were duped into buying risky debts they thought were low-risk investments will get some form of compensation via the Deposit Guarantee Fund.

The Spanish government issued a decree this week that aims to help tens of thousands of people. Speaking at a news conference, Deputy Prime Minster Soraya Saenz de Santamaria confirmed holders of such debt vehicles  – referred to as preference shares – will be given bank shares in exchange. At the moment, the decree only covers nationalised banks, not all of which are listed. It remains to be seen how Spain’s government will use money from the Deposit Guarantee Fund to make shares liquid.

Meanwhile, property investors still looking for bank-owned bargains in Malaga, Marbella, Estepona or Fuengirola at the Costa del Sol will be cheered by the news that Spain’s “bad Bank”, or Sareb as it is officially known, is to pursue an aggressive timetable for the liquidation of its EUR 50 billion property portfolio. Over the next five years, Sareb aims to sell off some 42,500 housing units, representing around 50% of its overall portfolio.

Prices for Spanish homes are still falling, with predictions for demand this year being called “sluggish” at best. However, for people who have long wanted to own a holiday or second home in Marbella, this is a good time to start shopping around. Many experts argue that once banks begin to sell off their portfolios, the market will establish a “rock-bottom” floor for prices, which in turn will bring more large scale investors to the fore and kick-start a wider recovery.

This year, so the country’s Finance Minister Luis de Guindos, Sareb is aiming to shift approximately EUR 1.5 billion worth of property. Property investors had to shave a percentage point of their annual return expectations, from 15% to around 13%, when Sareb issued a revised profit forecast and five-year plan this week.

Sareb’s property portfolio includes 14,900 plots of land, 6,300 rented properties, 76,000 empty homes and 84,300 bad loans, which nationalised banks have already transferred over.

Across Spain banking customers are disillusioned with a system that sold risky debt to small scale investors, overcharged in property transactions, mis-sold thousands of mortgages and is now responsible for wide-spread repossessions and evictions. Old-fashioned bartering is making a comeback and people are exchanging labour for food, where cash is short in supply.

In some areas plucky locals have set up “virtual” currencies that allow the exchange of goods and services without hard cash. While bankers still argue over whose fault the sovereign debt crisis really is, people financially bruised by the consequences of a failed banking system are turning to age-old methods to get their own back.

Based on an alternative lifestyle and the Local Exchange Trading System (LETS) idea, several Spanish groups have sprung up that allow members of a barter group to exchange an hour’s work for what is the equivalent of one Euro. Growing interest in schemes that turn away from banking and embrace new ways of doing business are not just springing up in Spain. In Bristol in the UK, business communities are already participating in the Bristol Pound, that ensures locally generated money stays within the community and doesn’t pass over the threshold of banks.

Residents in Marbella, Nerja and greater Malaga are already members of a 600-strong group called Ecologistas en Acción, which uses the virtual “Malaga Común” as their currency. The group incorporates musicians and web designers, builders, translators and computer experts, domestic helpers and organic gardeners among many other professions. Thus, doing up one’s property in Marbella may no longer require a bank loan.

What was once a traditional way of life in the Spanish countryside is now becoming part of daily life at the Costa del Sol: life without banks is possible, it just needs a willing community to take a hands-on approach.

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