H HUGE HOLDINGS

Balloon Payment

Creative Finance

A balloon payment is the large lump sum of remaining principal that comes due at the end of a loan whose payments were calculated over a longer amortization than the loan’s actual term. They are common in seller-financed notes and commercial real estate — the monthly payments keep going for, say, five years, then the entire remaining balance is due all at once.

How it works. A seller carries a $200,000 note at 6% amortized over 30 years, making the monthly payment roughly $1,199. But the note only runs for five years — at year five, the remaining principal (about $186,000) is due as one balloon payment. The buyer must refinance, sell the property, or come up with the cash to satisfy the balloon when it lands.

Balloon Note (illustrative)
Line itemAmount
Note amount$200,000
Interest rate6%
Amortization30 years
Monthly payment~$1,199
Actual term5 years
Balloon due at year 5~$186,000

A balloon is the single biggest risk in a seller-financed deal. If you cannot refinance or sell before the balloon date — because rates rose, your credit changed, or the market softened — you lose the asset. Always have a refinance plan and negotiate for the longest balloon you can get, or no balloon at all.

For more on structuring terms, read 100% seller financing and the hybrid subject-to plus seller-finance article.

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