CREATIVE FINANCE · WHOLESALE · ACQUISITIONS

Seller Financing Explained: Be the Bank, Earn Monthly Income

How seller financing works, how it’s priced, the tax benefits, and when it’s the right fit for your situation.

The Big Idea

Seller financing means you play the role the bank usually plays. Instead of Quelark going to a lender for a mortgage, you finance the sale directly. You receive a down payment in cash, plus a monthly payment from Quelark for years — with interest.

When Does This Work?

  • You own the property free and clear (no existing mortgage), or you can pay off any small balance at closing.
  • You don’t need a big lump sum of cash today.
  • You’d rather have reliable monthly income over 10-30 years.
  • You want to avoid a massive capital-gains tax hit in a single year.

How It’s Structured

  1. Purchase price: typically 10-20% higher than a cash offer because of the financing premium.
  2. Down payment: usually 5-15% of the purchase price, delivered in cash at closing.
  3. Interest rate: commonly 6-8% for owner-carry residential notes.
  4. Term: most notes amortize over 20-30 years, often with a balloon at year 5-10 (Quelark pays off the balance on that date).
  5. Security: a mortgage (or deed of trust) against the property, plus the promissory note itself.

Sample Deal

Property sold for $200,000:

  • Down payment: $15,000 (cash at closing)
  • Financed amount: $185,000
  • Interest rate: 7%
  • 30-year amortization with a 7-year balloon
  • Monthly payment: approximately $1,230 to you
  • Year-7 balloon payoff: approximately $170,000
  • Total collected over 7 years: $103,320 in payments + $15,000 down + $170,000 balloon = $288,320

Versus a $170,000 cash offer today, seller financing collects $118,320 more over 7 years.

Tax Benefits (Installment-Sale Treatment)

Under IRS installment-sale rules (IRC § 453), you generally pay capital gains only as you receive principal, rather than all in the year of sale. For owners with appreciated property, this can mean:

  • Staying in a lower capital-gains bracket.
  • Spreading Medicare surtax exposure across multiple years.
  • Avoiding being pushed into higher ordinary-income rates.

Installment-sale treatment is elective and depends on your specific circumstances. Always work with a CPA before signing.

What If Quelark Stops Paying?

Your loan is secured by the property. Standard foreclosure process applies, which means:

  • The property reverts to you if Quelark defaults.
  • You keep the down payment and all prior monthly payments.
  • You keep any improvements Quelark made to the property.

Our track record is that we don’t default — it destroys our business — but the law gives you real protection.

Can I Sell the Note Later?

Yes. Private real-estate notes are transferable assets. After 12-24 months of seasoning, if you want a lump sum instead of continued monthly payments, you can sell the note on the secondary market. We can connect you with reputable note buyers when the time comes.

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