Contact

Amortization

En español: Amortización

Definition

Amortization is the schedule by which a loan is repaid through level payments that cover interest first and principal second. The amortization period is the number of years that schedule would take to reach zero, and it sets the size of the payment, which is why it moves coverage and cash flow as much as the rate does.

How to read it
How to read it
  • It is not the loan term. A loan can amortise over thirty years and come due in five, which is the normal shape in commercial lending.
  • Shortening the schedule raises the payment and lowers coverage, so it can shrink the loan a property qualifies for without the rate moving.
  • The principal inside each payment is real return, invisible in cash flow and counted only when the property is sold or refinanced.
  • Interest-only years amortise nothing. The balance that eventually comes due is the balance the loan started with.
An example
An example

The $1,012,000 loan at 6.5% over 30 years, after five years of payments.

Original principal$1,012,000
Annual payment$76,758
Paid in over five years$383,790
Balance after five years$947,300
Principal actually retired$64,700

Five years and $383,790 of payments retired $64,700 of debt. Early amortisation is mostly interest, and that is the schedule working normally.

Terms arrive with the writing.

The glossary grows as the Journal does, one email when something worth reading goes up. No noise.

Unsubscribe anytime. See our Privacy Policy.