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Seller Note Yield To Maturity Calculator

Seller notes have YTM. This calculator computes.

$
%
%
$

Yield to maturity %

9.19%

Annual coupon $

$35,000

Discount capture at maturity

$75,000

How the math works

Approx YTM = (coupon + discount/years) / avg(face, purchase). Accounts for discount recapture.

$500k face, 7% coupon, purchased at $425k over 10 years: ~9.2% YTM. Discount adds 220 bps on top of coupon. Premium over bond equivalents compensates for credit risk.

How to Use

  1. Enter note face value.
  2. Enter coupon rate %.
  3. Enter term years.
  4. Enter original issue discount %.
  5. Enter note purchase price (if resold).
  6. Read yield to maturity.

Frequently Asked Questions

Why sell notes?

Seller financing creates long-duration receivable. Liquidity events: sell note to investor at discount. Typical discount: 15-30% off face for 5-10 year notes at non-inst rates. Monetizes position but reduces total proceeds.

Investor yield?

YTM = effective rate accounting for discount. On $500k face, 7% coupon, sold at $425k: YTM ~9.5%. Higher than coupon due to discount capture at maturity. Compare to alternatives (CMBS, REITs, alternative income).

Risks?

Borrower default (reduces recovery). Prepayment (reduces total return). Collateral fluctuation. Title defects. Document borrower financials, require personal guaranty from owner, record note to preserve lien priority.

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