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Owner Finance Note Value Calculator

Sellers who carried back a note can monetize it by selling to a note buyer. Sale price = PV of remaining payments at the buyer's target yield, minus any adjustments for seasoning, LTV, and borrower credit. This calculator sizes the cash offer.

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Present value (cash offer)

$153,605

Discount from face

$26,395

Discount %

14.7%

Buyer target yield

9.00%

How the math works

$180K note, 7%, 264 mo left, 24 month seasoned, 72% LTV, 690 FICO, 1st lien. Buyer yield ~9%. PV ≈ $143K. Discount ~20% from face.

To improve offer: gather 36+ months of seasoning, refresh appraisal documenting lower LTV, provide updated borrower credit. Each factor tightens yield 0.5-1.5% — materially higher cash offer.

How to Use

  1. Enter current note balance, interest rate, and months remaining.
  2. Enter seasoning months (borrower's payment history), LTV, and buyer's target yield.
  3. Apply credit adjustments for borrower strength.
  4. See present value cash offer and discount from face.

Frequently Asked Questions

How much do note buyers discount?

Seasoned (24+ mo of on-time payments), low LTV (60-70%), strong credit: 15-25% discount. Unseasoned or high LTV: 30-45%. 1st lien is better than 2nd; SFR better than rural land; owner-occ better than investment.

What's a partial note sale?

Sell only the next N months of payments. Seller keeps the tail. Partials typically get better pricing per dollar sold (tighter yield) and preserve long-term income. Most flexible structure.

Can I sell to institutional buyers?

Institutional note buyers (banks, private funds) require minimum balance ($75K-$150K+), seasoning (12+ months), and documented payment history. Retail note buyers will take smaller/less seasoned notes but at bigger discounts.

What documents do note buyers want?

Original note + deed of trust/mortgage, payment ledger, current appraisal or BPO, borrower credit info, title insurance confirming 1st lien. The more complete the file, the better the offer.

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