Financing Options for the Fractional Ownership Vacation Home

Prospective buyers are often curious about howAs reported by the Helium Report (March 26,
to finance the acquisition of a fractional share of a2008), a periodical covering developments in the
luxury vacation home. Fractional ownership is afractional vacation home industry, First Fractional
new concept and many traditional mortgageFunding left the mortgage business after its
brokers are not well-informed about it. What arelending partner, the National Bank of Kansas City
the financing options for a fractional homestopped underwriting the mortgages.
purchase?A few other companies still continue to provide
There are four principal possibilities for how tospecialized fractional mortgage products. NextStar
finance your fractional ownership vacation home.Funding, Vacation Finance, and Sterling (MI) Bank
The first, simply, is cash -- buy your ownershipand Trust currently remain providers in the
share by paying for it in full. This is the simplestfractional lending market. With the tightening of
method, and also probably the least likely. Notcredit in the wake of the subprime lending
everybody has $100K - $400K (or perhaps more)industry meltdown, purchasers should expect
in liquid funds.more scrutiny of their loan applications. Fractional
The second alternative is to use the equity inmortgage rates may run 1.25% to 1.5% more
your home. Take out a home equity line of creditthan residential mortgage products.
(HELOC) and use the proceeds to purchase yourThe fourth option for funding your fractional
vacation home fractional share. This practice hasownership vacation home is financing offered by
several benefits. HELOCs are simpler to get thanthe developer of your fractional residence. Some
mortgages; and the interest you pay is taxfractional vacation residences do make available a
deductible as mortgage interest on your home. Ofself-financed option. Typically there is a down
course, you may not have an adequate amountpayment in the neighborhood of 20% of the total
of equity in your home to totally fund theprice, and the loan is amortized over a relatively
acquisition of your vacation home.short term (5 years), often with a balloon
Option three is to get mortgage funding. Therepayment at the end of that time.
are a number of companies who provideWith owner financing you can come up with the
specialized mortgage products to finance thedown payment in cash or by tapping the equity in
acquisition of fractional ownership vacation homes.your primary residence. This method has the
Unfortunately the leading company offering theseadvantage of simplicity and ease, allowing you to
financial products has recently withdrawn theircomplete the transaction in a short time and with
fractional mortgage products as a result of recentreduced scrutiny and paperwork.
difficulties in the credit markets.