Exploring White's Rating: The Key to Municipal Securities Marketability

Definition & Meaning

White's Rating refers to a classification system used for tax-exempt municipal bonds. Unlike traditional credit ratings, which assess the creditworthiness of the issuer, White's Ratings focus on the marketability of the bonds. This system evaluates broader economic factors and trends that might affect a municipality's ability to generate revenue, such as property tax collections. For instance, even if a municipality has a strong credit rating, a high number of foreclosures could hinder its revenue, impacting its capacity to repay bondholders. White's Ratings aim to provide investors with a clearer picture of these dynamics.

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Real-world examples

Here are a couple of examples of abatement:

(Hypothetical example) A city with a strong credit rating issues bonds to fund infrastructure projects. However, due to a recent economic downturn, many residents face foreclosure, leading to reduced property tax revenue. White's Rating for these bonds may be lower than expected, reflecting the city's diminished ability to repay bondholders despite its good credit standing.

State-by-state differences

Examples of state differences (not exhaustive):

State White's Rating Variations
California May have specific regulations impacting bond marketability.
New York Local economic conditions heavily influence ratings.
Texas Different assessment criteria based on state economic policies.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Key Differences
Credit Rating Assessment of an issuer's creditworthiness. Focuses on issuer's ability to repay, not marketability.
Bond Rating General classification of bonds based on risk. May not account for local economic conditions.

What to do if this term applies to you

If you are considering investing in municipal bonds, review White's Ratings to understand the marketability of the bonds. You can use US Legal Forms' templates to help you navigate the investment process. If you have specific questions or face complex issues, consulting a legal professional may be beneficial.

Quick facts

  • White's Ratings assess bond marketability, not credit risk.
  • Consider macroeconomic factors affecting municipalities.
  • Used primarily in municipal finance.

Key takeaways

Frequently asked questions

White's Ratings help investors assess the marketability of municipal bonds based on economic conditions.