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    Financing

    Balloon Payment

    SilverCrest EstatesThe SilverCrest Estates Team

    Definition

    A balloon payment is a large lump sum due at the end of a loan term whose regular monthly payments weren't structured to fully pay off the balance. Seller-financed deals and short-term loans often use this structure: smaller, more affordable payments for a set number of years, followed by the remaining balance coming due all at once. The borrower is generally expected to refinance or sell the property before that date arrives. For a seller carrying financing, a balloon payment gives you a defined date to be fully cashed out rather than collecting payments indefinitely.

    Example

    When Denise seller-financed the sale of her rental property, she structured payments as if amortized over 30 years but included a balloon payment due at year five, giving her buyer a manageable start and herself a firm payoff date. Her buyer made steady monthly payments for five years, improving his credit along the way, then refinanced with a bank and paid Denise the remaining balance in one lump sum right on schedule. It gave Denise steady income up front and a defined date to plan around, which she used to help fund a portion of her own retirement instead of leaving the money tied up indefinitely. She'd also had her attorney include a clause allowing a short extension in case the buyer needed a little more time to refinance elsewhere. When year five arrived, the buyer's new bank loan funded a week early, and Denise received the full remaining balance without any drama. She said the balloon structure gave her the best of both worlds: monthly income for years, followed by a full, predictable payoff.

    Frequently asked questions

    You can extend the note, renegotiate the terms, or move to foreclose and recover the property, depending on what your agreement allows. It's worth planning for this possibility before you ever sign the note.

    It keeps the buyer's monthly payments affordable during the term while still giving the seller a defined date to be paid off in full.

    They can be, if the buyer isn't able to refinance or sell when the balloon comes due. Vetting the buyer's likely ability to pay it off is an important part of structuring the deal.

    Yes, if both parties agree to modify the promissory note. Many sellers would rather extend a note by a year than force a default when a buyer is otherwise paying reliably.

    It varies by agreement, but five to ten years is common, giving the buyer time to build equity or improve their credit enough to refinance elsewhere.

    It's wise to have your attorney include default and foreclosure remedies directly in the note, so you have a clear legal path if the buyer can't pay when the balloon comes due.

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