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Assume you are a mortgage lender. You have offered a borrower a mortgage loan fo

ID: 2383727 • Letter: A

Question

Assume you are a mortgage lender. You have offered a borrower a mortgage loan for $600,000 with a somewhat unusual structure.

The loan has a total maturity of 30 years, requires monthly interest-only payments for the first 7 years, then requires monthly amortizing payments for the remaining 23 years. Also, the interest rate will "reset" at the end of 7 years from the initial rate to the "reset" rate shown below. The loan also requires the borrower to pay discount points at origination as shown below.

What is your expected annualized yield on this loan if you believe the borrower will prepay the loan at the end of the year indicated?

Do not round intermediate calculations. Provide your final answer to four decimal places with no punctuation other than a decimal point. For example, if you think the answer is 1.2345%, enter your answer as 0.0123.

Initial Rate: 4%

Reset Rate: 7.5%

Discount Points: 1.75%

Prepayment at end of year (out of 30): 9

Explanation / Answer

Ans.

Monthly intrest payment amount upto 7th year is as below :-

loan amount = $600,000

Discount Points: 1.75% (10,500)

Net loan amount = $600,000 - $10,500

                        = $589,500

Imtrest =$ 589,500 * 4% * 1/12 = $1,965 / month

Total intrest earned upto 7th year = $1,965 * 84 = $165,060

B. Calculation of after 7th year amortizing payments of loan per month as below :-

Prepayment at end of year (out of 30): 9 this mens i sapose loan amount paid before 9 year of loan agreement.

Per month installment is $3,270 (including $1,305.25 of principal and $1,965.00 for interest)

Calculation of year :- Total year allowed             = 30

                               only intrest payble in year =    7

                              Before payment                 =     9

                               Remaining year                =    14

So,this installment amount same upto 21st year after that remaining amount paid in one time.

I spose :- In 22nd year balance total loan and intrest amount is $296,192.65 paid at a time.