
Then, settle it when you sell the home or buy us out.


Your home settles with us
We share the change in the home value when you sell.
Settlement is smooth
Proceeds are quickly settled usually via escrow.


You build wealth even if we don’t
Keep 100% of the equity earned by paying off your mortgage. Only share the gains or losses in home value with us.
Your Home Settles With Us
We share the change in the home value when you sell.

Settlement is Smooth
Proceeds are quickly settled usually via escrow.

Build Wealth Even If We Don’t
Keep 100% of the equity earned from paying off your mortgage.
Only share the gains and losses on the home value with us.

Calculate Settlement
Illustrative only. Excludes transactional fees. Your scenario may vary. Do not exclusively rely on these calculations.
HOME BOUGHT FOR

Estimate how much you’ll buy your home for
HOME SOLD FOR

Estimate how much your home will sell for
HOME SOLD IN (ESTD.)

Estimate how long you’ll stay in your home
HOME PRICE GROWTH RATE
US AVERAGE IS ~4% SINCE 1975
4.1%
YOUR ORIGINAL DOWN PAYMENT

Your down payment must be at least 2% and can be as high as you’d like
$100,000
OUR INVESTMENT IN THE HOME

HomeLLC invests the rest so the total down payment reaches 20%
10%
$100,000
YOUR FUTURE POTENTIAL VALUE
$617,050
6.2x OF DOWN PAYMENT
YOUR ORIGINAL DOWN PAYMENT
$100,000

Your down payment in the home
YOUR PORTION OF CHANGE IN HOME VALUE
+ $250,000

Illustrative estimate
YOUR BONUS
+ $0

T&C’s Apply!
YOUR EQUITY FROM MORTGAGE PAYMENTS
+ $191,800

Assuming constant payments on an amortizing loan
YOUR TAX SAVINGS
+ $25,000

Illustrative only. This is not tax advise. Please consult a professional tax advisor.
YOUR PMI SAVINGS
+ $50,250

Assuming PMI is eliminated at 80% LTV
TICK THIS IF YOU’RE AFFILIATED WITH WDC
OUR PROCEEDS
$350,000
3.5x OF INVESTMENT
ORIGINAL INVESTMENT
$100,000
PORTION OF CHANGE IN HOME VALUE
$250,000
INTEREST RATE

INTEREST TERM

PMI

$750
Taxes %
Monthly Taxes
Home Insurance %
Monthly Home Insurance
HOA Dues
HOA
Annual Maintenance
Monthly Maintenance
$1000
$167
$0
$0
joint Down Payment: | 20% |
Total Down Payment %: | 10% |
Loan Amount: | $900000 |
Monthly Loan Payment: | $3794 |
Total Monthly Payment: | $5711 |
Joint Down Payment %: | 20% |
Loan Amount: | $800000 |
Monthly Loan Payment: | $3373 |
Total Monthly Payment: | $4540 |
Savings %: | 21% |
Savings Per Month: | $1171 |
Savings Per Year: | $14052 |
Max Savings Over 10 Years: | $140520 |



435 China Basin St San Francisco, CA 94158

