Timeshare Consumer Loan Portfolio Performance in Q1 2024

According to the recently published Q1 Pulse Report, consumer timeshare loan portfolios experienced a slight increase in currency when comparing as of 3/31/2023 and as of 3/31/2024. 

The composition of receivables portfolios was evaluated as of March 31, 2024 and compared to the composition as of March 31, 2024. The gross aggregate receivables for the 10 companies that provided receivables data was $13,702.5 million as of March 31, 2024, and $12,746.6 million as of March 31, 2023.

Respondents reported that payments for 86.6 percent of the value of their loan portfolios were current (measured as fewer than 31 days past due) as of March 31, 2024, an increase of 0.7 percentage points from one year earlier. Further, as of March 31, 2024, 8.4 percent of consumer timeshare loan portfolios by dollar value were more than 120 days delinquent.

Source: 2024 Q1 Pulse Report conducted by Deloitte for ARDA Research & Insights