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Home equity investment: cash now, a share later

Not a loan. An investor gives you cash today in exchange for a share of your home's future value. No monthly payment — and a very different set of trade-offs.

What a home equity investment is

A home equity investment (sometimes called a home equity agreement or shared equity agreement) is a contract, not a loan. A company gives you a lump sum now. In return, when you sell the home or the term ends — typically 10 to 30 years — you pay back the original amount plus an agreed share of how much the home's value has changed.

Why people consider it

  • No monthly payment and no interest rate.
  • Qualification leans on the home's equity more than on credit or income.
  • Your first mortgage stays exactly as it is.

The trade-off

If your home rises in value, the investor's share can cost more than a loan would have. If it falls, they share the loss. You are giving up a slice of future appreciation you cannot get back, and the agreement usually has to be settled by a fixed date, which can force a sale or a refinance.

Home equity investmentHome equity loan
Monthly paymentNoneFixed
What you owe laterOriginal amount + share of appreciationPrincipal + interest
Qualifying onMostly equityEquity, credit, income
Best whenPayments would be a strainYou can afford a payment and want a known cost

Who offers it

Home equity investments are offered by specialist investment companies rather than by mortgage lenders. [Confirm whether EquityPaid's lender or a partner offers this product. If not, this page should say so plainly rather than imply an introduction is available.]

EquityPaid is not a party to any home equity agreement and does not give financial advice. Read any agreement in full and consider independent advice before signing.