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Finance · General

Real Estate Finance Basics

Mortgage types, amortization, cap rate, and other core real estate financing terms for everyday learners.

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What is a fixed-rate mortgage?
A mortgage where the interest rate stays the same for the entire loan term.
What is an adjustable-rate mortgage (ARM)?
A mortgage where the interest rate changes periodically, usually starting lower than fixed rates.
Define amortization.
The process of paying off a loan through regular installments of principal and interest over a set period.
What is a capitalization rate (cap rate)?
The annual rate of return on a real estate investment property, calculated by dividing net operating income by property value.
What does loan-to-value (LTV) ratio measure?
The percentage of a property's value that is financed through a loan (loan amount divided by property value).
What is principal in a mortgage?
The original amount of money borrowed in a mortgage, not including interest.
What is interest in a mortgage?
The charge imposed by the lender for borrowing money, expressed as a percentage of the principal.
What is a down payment?
The amount of money a buyer pays upfront to reduce the loan amount needed to purchase a property.
What are closing costs?
Fees and expenses paid at the closing of a real estate transaction, including appraisal, title search, and loan origination fees.
What is an escrow account?
A neutral account held by a third party during a transaction, used to hold funds until the transaction conditions are met.
What is the difference between preapproval and prequalification?
Prequalification is an estimate of borrowing power; preapproval involves verification of financial information and carries more weight.
What are discount points?
Fees paid upfront to reduce the interest rate on a mortgage, with each point typically costing 1% of the loan amount.
What is the difference between APR and interest rate?
The interest rate is the percentage charged on principal; APR includes the interest rate plus other costs and fees expressed as an annual rate.
What is an amortization schedule?
A table showing each loan payment with the amount going to principal and interest, plus the remaining balance after each payment.
What is equity in a property?
The difference between the current market value of a property and the amount owed on the mortgage.

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