Pricing Shared Appreciation Mortgages

This paper develops a model for the valuation of shared appreciation mortgage (SAM) and examines the effect of reduction in interest rate on the mortgage duration and share of property appreciation lender charges. The recent rise in SAM availability, as a result of some secondary market financial su...

Full description

Bibliographic Details
Main Author: Zhong, Yina
Format: Dissertation (University of Nottingham only)
Language:English
Published: 2006
Online Access:https://eprints.nottingham.ac.uk/20781/
_version_ 1848792133371166720
author Zhong, Yina
author_facet Zhong, Yina
author_sort Zhong, Yina
building Nottingham Research Data Repository
collection Online Access
description This paper develops a model for the valuation of shared appreciation mortgage (SAM) and examines the effect of reduction in interest rate on the mortgage duration and share of property appreciation lender charges. The recent rise in SAM availability, as a result of some secondary market financial support and prerequisite standardization, motivates a more careful consideration of the underlying SAM value. The primary difference between the SAM model and the model for general traditional mortgage is that SAM contains a call option feature. The lender's share of appreciation in SAM is essentially a call option written by the borrower to the lender, where the lender exercises the option at the time of prepayment or at the end of the mortgage.
first_indexed 2025-11-14T18:39:33Z
format Dissertation (University of Nottingham only)
id nottingham-20781
institution University of Nottingham Malaysia Campus
institution_category Local University
language English
last_indexed 2025-11-14T18:39:33Z
publishDate 2006
recordtype eprints
repository_type Digital Repository
spelling nottingham-207812018-04-27T13:03:23Z https://eprints.nottingham.ac.uk/20781/ Pricing Shared Appreciation Mortgages Zhong, Yina This paper develops a model for the valuation of shared appreciation mortgage (SAM) and examines the effect of reduction in interest rate on the mortgage duration and share of property appreciation lender charges. The recent rise in SAM availability, as a result of some secondary market financial support and prerequisite standardization, motivates a more careful consideration of the underlying SAM value. The primary difference between the SAM model and the model for general traditional mortgage is that SAM contains a call option feature. The lender's share of appreciation in SAM is essentially a call option written by the borrower to the lender, where the lender exercises the option at the time of prepayment or at the end of the mortgage. 2006 Dissertation (University of Nottingham only) NonPeerReviewed application/pdf en https://eprints.nottingham.ac.uk/20781/1/06MAlixyz24.pdf Zhong, Yina (2006) Pricing Shared Appreciation Mortgages. [Dissertation (University of Nottingham only)] (Unpublished)
spellingShingle Zhong, Yina
Pricing Shared Appreciation Mortgages
title Pricing Shared Appreciation Mortgages
title_full Pricing Shared Appreciation Mortgages
title_fullStr Pricing Shared Appreciation Mortgages
title_full_unstemmed Pricing Shared Appreciation Mortgages
title_short Pricing Shared Appreciation Mortgages
title_sort pricing shared appreciation mortgages
url https://eprints.nottingham.ac.uk/20781/