Financial advisor explaining home equity investment options to a couple at a desk.

Home Equity Investments and Shared Appreciation Mortgages: Unlocking Cash From Your Property

If you’ve been thinking about tapping into your home’s value for some extra cash, you’re in the right place. Today, we’re diving into two interesting options: home equity investments and shared appreciation mortgages. Don’t worry; we’ll keep it simple and breezy!

What Are Home Equity Investments?

Home equity investments are like having a financial buddy (aka an investor) who helps you unlock the cash tied up in your home. Here’s how it works: instead of taking out a loan and dealing with monthly payments, you can partner with an investor. They provide you with a lump sum upfront in exchange for a percentage of your home’s future appreciation. It provides immediate access to cash without the burden of a monthly payment.

The Benefits of Home Equity Investments

  1. Immediate Cash Access: Need funds for home renovations, college tuition, or just a little extra spending money? A home equity investment can get you cash fast.
  1. No Monthly Payments: Unlike traditional loans, you won’t have to worry about monthly payments. You pay back the investment only when you sell your home or reach an agreed-upon term.

Enter Shared Appreciation Mortgages (SAMs)

Now, let’s talk about shared appreciation mortgages (SAMs). Think of these as a different version of the same concept. With a SAM, you take out a mortgage with a lender who agrees to offer you a lower interest rate in exchange for a share of your home’s future appreciation.

Why Consider Shared Appreciation Mortgages?

  1. Lower Interest Rates: One of the big perks is the potential for a lower fixed interest rate compared to conventional mortgages. This can mean savings over time, as many are below market.
  1. Access to Cash: Like home equity investments, SAMs give you cash upfront, which can be super helpful if you’re looking to invest in a business, reduce or consolidate debt, do home renovations, or increase your monthly cash flow over time.
  1. No Monthly Payments:  That’s right!  Even though a SAM is a mortgage, there are no required payments for the life of the loan.  This unique advantage allows the homeowner the flexibility to tap into their home equity without the burden of additional monthly payments.
  2. Potential for Growth: Even if your home appreciates significantly, SAMs only share in the future appreciation rather than a set percentage like a home equity investment. And, for a product like EquityChoice, there’s a capped maximum amount that you can owe.  Therefore, you’ll still get to enjoy your home’s equity even if there’s rapid appreciation in your home’s value.

Unlock A Portion Of Your Home’s Equity With Equity Choice

Explore your options with a Shared Appreciation Mortgage – Discover More

Unlocking the Value of Your Real Estate: Home Equity Investments

For homeowners seeking innovative ways to access the equity in their property, home equity investments offer a powerful solution. Unlike traditional financing methods, these investments provide immediate cash without adding to your monthly payments. By partnering with an investor, you can unlock a portion of your home’s value in exchange for sharing future appreciation, giving you the flexibility to invest in your future.

Shared Appreciation Mortgages: A Game-Changer in Homeownership Financing

Shared appreciation mortgages (SAMs) are a revolutionary option for real estate owners who want to access funds while keeping monthly obligations low. These mortgages allow homeowners to receive a lump sum upfront while agreeing to share a portion of the property’s future appreciation with the lender. SAMs are particularly attractive for those looking to improve their debt-to-income ratio or consolidate existing debt without taking on additional monthly payments.

Property Financing Without Monthly Payments

One of the biggest advantages of both home equity investments and shared appreciation mortgages is the ability to access funds without adding to your monthly financing costs. Whether you need capital for home improvements, debt consolidation, or personal investments, these solutions offer a practical way to leverage your home’s equity without the stress of immediate repayment.

How to Get Started

If you’re considering either option, be sure to:

  1. Research available solutions.
  2. Compare offers to find what works best for you.
  3. Speak with a financial advisor for personalized advice.

Which Option is Right for You?

Choosing between a home equity investment and a shared appreciation mortgage really depends on your financial situation and goals. Both provide homeowners access to capital in ways they may not have had previously, which can be great for business purposes, home improvements/renovations, investments in ADUs or even consolidating high-interest loans or credit cards. Both options allow you to keep your first mortgage intact, which is already a great benefit.

At the end of the day, both home equity investments and shared appreciation mortgages offer unique ways to leverage your home’s value. It’s all about finding what fits your needs best!

If you’re considering either option, be sure to research different solutions or maybe even chat with a financial advisor.  To see how much you may qualify for with EquityChoice, a Shared Appreciation Mortgage exclusively offered by Newfi, you can utilize our calculator.  You can also speak with a licensed loan officer directly by calling 855-870-8889.

See How Much You Can Unlock With EquityChoice!

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© Copyright 2016-2022 Nexera Holding LLC dba Newfi Lending | All Rights Reserved | NMLS ID 1231327 | Equal Housing Opportunity | 2100 Powell St Suite 730, Emeryville, CA 94608

*See terms and conditions that apply to any Shared Appreciation amounts you may owe on the Newfi EquityChoice Loan at Newfi.com/Equitychoice. 

With EquityChoice, the fixed interest rate will accrue on a monthly basis and negatively amortize, which will result in an increase to your principal balance.

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