Seller Financing Calculator

Calculate seller financing (owner financing) terms for real estate transactions. Analyze monthly payments, interest income, tax implications, and compare buyer vs seller perspectives.

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Buyer Analysis

Understanding Seller Financing

Seller financing (also called owner financing or purchase-money mortgage) is when the property seller acts as the bank, providing a loan directly to the buyer. This creative financing method can benefit both parties in the right circumstances.

Common Seller Financing Structures

  • Full Purchase-Money Mortgage: Seller finances the entire purchase price minus down payment
  • Second Mortgage: Seller provides secondary financing behind a bank loan
  • Wraparound Mortgage: New loan "wraps" existing mortgage (requires lender approval)
  • Land Contract: Buyer gets possession but seller retains title until paid
  • Lease-Purchase: Combines lease with option to purchase

Key Terms to Negotiate

  • Interest Rate: Often 1-3% above bank rates but negotiable
  • Down Payment: Typically 10-30%, protects seller's investment
  • Term Length: Usually 3-10 years with balloon or 15-30 years fully amortized
  • Balloon Payment: Large final payment if not fully amortized
  • Prepayment Terms: Right to pay off early without penalty
  • Default Provisions: Grace periods, cure rights, foreclosure process

Tax Implications

For Sellers

  • Installment sale treatment spreads capital gains
  • Interest income taxed as ordinary income
  • Depreciation recapture in year of sale
  • Can defer gains with proper structuring

For Buyers

  • Mortgage interest generally deductible
  • Property taxes deductible if itemizing
  • Depreciation if investment property
  • Same tax benefits as bank financing

Legal Considerations

  • Use real estate attorney to draft promissory note and deed of trust/mortgage
  • Record documents properly to protect both parties
  • Consider title insurance and property insurance requirements
  • Address existing mortgage due-on-sale clauses if applicable
  • Include clear default and remedy provisions
  • Consider using a loan servicing company for payment processing

When Seller Financing Makes Sense

  • Buyer has good income but credit issues
  • Property is unique or hard to finance conventionally
  • Seller wants higher price or passive income
  • Fast closing needed
  • Market conditions favor creative financing
  • Estate planning or tax benefits for seller