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Asset Quality

Residential Real Estate Loans

Also known as 1-4 Family Loans

Residential Real Estate Loans (1-4 family mortgages) are loans secured by owner-occupied or investor-owned residential property with 1-4 dwelling units. Roughly $2.5T of bank-held 1-4 family loans makes this one of the largest single asset classes in US banking.

Formula

1-4 Family Loans are reported on Call Report Schedule RC-C, Line 1.c.

The category captures first-lien and junior-lien mortgages secured by 1-4 family residential property, both owner-occupied and investor-owned. Home equity lines of credit (HELOCs) are reported separately on Line 1.c.1.b. Loans sold and serviced for others are reported under fee income, not held loans.

Why it matters

1-4 family loans are the largest US household debt category — over $13T total, of which roughly $2.5T is held on bank balance sheets (the rest is sold to agencies and securitized). For most community and regional banks, residential mortgages are a substantial share of total loans, particularly for thrifts and savings-oriented institutions.

How to interpret

Residential RE / Total Loans varies enormously by charter type. Commercial banks typically run 15-30%; former thrifts may run 50%+; pure commercial lenders may run under 10%. The historical credit profile is favorable — long-term 1-4 family charge-off rates run under 30bps, much lower than CRE or C&I.

Thresholds

RangeLabelInterpretation
< 15% of loansLightCommercial-focused lender.
15–35%Typical commercial bankStandard residential portfolio.
35–60%Mortgage-focusedThrift-style asset composition.
> 60%Pure mortgageHeavy single-product concentration.

Worked example

Wells Fargo Bank, N.A. reported $321B of 1-4 family residential loans at year-end 2024 — about 33% of its total loan portfolio. The composition reflects Wells's historical strength in retail mortgage lending across its branch network.

Frequently asked

Do banks hold every mortgage they originate?

No. Roughly 70-80% of conforming residential mortgages are sold to Fannie Mae, Freddie Mac, or Ginnie Mae and securitized. Banks typically retain jumbo loans, portfolio-product loans, and some adjustable-rate mortgages that don't conform to agency standards.

Are HELOCs counted here?

No. HELOCs are reported separately as 'revolving open-end loans secured by 1-4 family residential properties' on Line 1.c.1.b. Closed-end second mortgages are on Line 1.c.2.b.

How does the historical credit profile look?

Excellent. Outside the 2008-2011 housing crisis, bank-held 1-4 family loans charge off below 30bps annually. The crisis-era peak was approximately 250bps; current charge-offs are well under 10bps as the underwriting tightening of the post-Dodd-Frank era continues to dominate the held portfolio.

Direction: Lower is betterUnits: $Call report: Schedule RC-CBrowse banks

Sources

  • FFIEC Call Report Schedule RC-C, Line 1.c
  • Federal Reserve Z.1 Financial Accounts — Household Mortgage Liabilities

See 1-4 Family Loans across 4,335 US banks

BankRegReports ranks every FDIC-insured institution by 1-4 Family Loans, refreshed quarterly within 48 hours of FFIEC release.