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Home»Bonds»Texas brings a flood of water bonds to municipal bond market
Bonds

Texas brings a flood of water bonds to municipal bond market

EditorialBy EditorialSeptember 23, 2025No Comments5 Mins Read
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Texas brings a flood of water bonds to municipal bond market
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The Texas Water Improvement Board will promote its largest-ever bond challenge this week as a part of a $2.6 billion, two-deal providing and forward of a November election on a proposed constitutional modification to earmark extra state cash to spice up water provides amid growing demand. 

A $1.87 billion of State Water Implementation Income Fund for Texas income bond challenge scheduled to cost on Wednesday is the most important SWIRFT deal for the reason that of the State Water Implementation Fund for Texas, or SWIFT, in 2015. The bonds are rated AAA by Fitch Scores and S&P International Scores.  

On Thursday, practically $762 million of water monetary help bonds, backed by Texas’ triple-A-rated normal obligation pledge, are slated to cost. The deal will mark the primary time monetary help via the GO bonds will present an interest-rate subsidy and the primary time a switch from the SWIFT will present extra income to pay debt service, in accordance with TWDB’s emailed response to questions.   

“The issuance of two credit in the identical week can be a brand new method to facilitate the frequent plan of finance,” TWDB added. “The usage of the water monetary help bonds to finance initiatives within the State Water Plan via the SWIFT program is anticipated to assist enhance the general capability of this system.”

Prime rankings and an rate of interest subsidy supplied by the SWIFT program incentivizes native governments to maneuver ahead with initiatives which might be really helpful within the state water plan.

At $880.7 million, the most important borrower within the newest SWIRFT deal is the North Texas Municipal Water District, which supplies water and wastewater providers for two million residents in 10 counties. Proceeds will finance a uncooked water pipeline venture and enlargement of a water remedy plant and pump station. The district might save roughly $51.5 million over the lifetime of the loans underneath the SWIFT program, in accordance with the TWDB. 

Houston has $350 million of mixed utility system income bonds within the deal. That’s the first tranche of a three-year, $996 million dedication permitted by TWDB in July to finance development of water remedy amenities.

“Town will add new remedy amenities able to producing 360 million gallons per day of ingesting water to complement town’s current East Water Purification Plant,” a TWDB press launch stated, including financial savings via the SWIFT program might save Houston $28.8 million over the lifetime of the mortgage.  

Ongoing financing for a seawater desalination venture in Corpus Christ, which was included within the TWDB’s $1.568 billion SWIRFT bond sale in 2024, is just not a part of the 2025 challenge. Town council took motion on Sept. 3 primarily terminating the venture within the wake of escalating prices. The transfer led Moody’s Scores to place the Corpus Christi’s Aa2 GO and Aa3 utility income bond rankings underneath evaluation for a possible downgrade, citing an “surprising acceleration of water depletion threat” for town.

The SWIRFT deal is structured with serial maturities from 2026 via 2060, in accordance with the preliminary official assertion. The POS for the GO bond deal reveals $444.7 million of tax-exempt and $317.24 million of taxable bonds with every collection structured with serial maturities between 2026 and 2056.  

BofA Securities leads each offers’ underwriting staff consisting of co-senior supervisor Jefferies and co-managers Robert W. Baird & Co, BOK Monetary, JP Morgan, Loop Capital Markets, Mesirow Monetary, Morgan Stanley, Piper Sandler & Co, PNC Capital Markets, Ramirez & Co, Raymond James, Stifel, and Wells Fargo Securities. Hilltop Securities is the monetary advisor. Bond counsel are McCall, Parkhurst & Horton for the SWIRFT deal and Orrick, Herrington & Sutcliffe for the GO deal.

With Texas’ coffers overflowing with money in recent times, the state has boosted its monetary help to hunt for water as current provide lags projected demand from a rising inhabitants. 

Voters in November 2023 permitted a constitutional modification making a $1 billion Texas Water Fund administered by the TWDB with a minimum of 25% of the cash allotted to a New Water Provide for Texas Fund to finance initiatives resulting in 7 million acre toes of extra water provide by the tip of 2033.

A proposed constitutional modification on the Nov. 4 poll might elevate $1 billion yearly over 20 years for water provide initiatives. The measure requires putting the primary $1 billion in state gross sales tax income as soon as annual income from the tax exceeds $46.5 billion into the Texas Water Fund beginning in fiscal 2027. Gross sales tax income in fiscal 2025, which ended Aug. 30, totaled $49.06 billion – a 4% enhance from fiscal 2024.

The enabling legislation for the proposed constitutional modification expands the scope of the New Water Provide for Texas Fund by making water and wastewater reuse initiatives, out-of-state water rights acquisition, reservoirs assembly particular necessities, and water transportation initiatives eligible for monetary help. 

Outcomes launched earlier this month by Texas 2036, a nonprofit, nonpartisan public coverage analysis and advocacy group, confirmed sturdy help for the measure with 73% of the 802 seemingly constitutional modification voters polled in favor. 

“Water is the inspiration of Texas’ future, and Proposition 4 represents the most important and most forward-looking funding in our state’s water infrastructure in Texas historical past,” Jeremy Mazur, the group’s director of infrastructure and pure sources coverage, stated in an announcement. “This ballot reveals that when Texans perceive what’s at stake, comparable to our dependable ingesting water, thriving communities, and rising economic system, they overwhelmingly help this crucial measure.”

Texas ought to proceed to have an energetic position in coordinating water administration given flooding and drought situations within the state, in accordance with Howard Remedy, director of municipal bond analysis at Evercore Wealth Administration. 

“Further state monetary help might must be allotted in recognition of the water calls for placed on by continued progress and the will by the state to allow and encourage such progress,” he stated in an e-mail.

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