Is a Balloon Mortgage Loan Better Than an Adjustable Rate Mortgage (ARM)?

Another name for a balloon loan is called a bullet loan.five or seven years has a greater risk on the balloon.
It is a special category of loan with a term ofAt the prevailing market rate, the balloon should be
between three and seven years whose paymentsrefinanced, whereas rate caps can limit a rate
are calculated on a fifteen years term with theincrease on most five- and seven-year ARM.
balance being ready in one large payment when aA five- or seven-year balloons obtained by borrowers
loan term ends. In other words, your payments willcan incur refinancing cost at term, as compared to
be much lower than for a regular mortgage, but beborrowers with 5/1 or 7/1 ARMs, who don't unless
sure you are ready to pay off the balance. This canthey elect to refinance. It will be very difficult for
be done by refinancing or with cash, or by convertingborrowers having payment problems to refinance
the loan at the current interest rates to a regularballoons. Lenders are allowed to decline to refinance
mortgage. Although the loan contract demands thataccording to the contract if in the prior year the
lenders should always refinance at the borrowersborrower has missed a single payment. With ARMs,
request, it depends on many conditions andthis is not a problem, which cannot be refinanced. It
refinancing or if you are converting the loan then youwill also be difficult for borrowers to refinance
require settlement costs and additional paperwork.balloons if the interest rates have spiked. Lenders are
A balloon loan is usually used by many people whenallowed to decline in order to refinance according to
they are expecting a major influx of cash in thethe balloon contract if the prevailing market rates are
future, or when they are refinancing, in the case ofmore than 5% higher than the rate on the balloon.
inheritance or settlement. it is important to compareWhen one signs up for either a flexible adjustable
flexible adjustable rate mortgage with five and sevenrate mortgage or a balloon mortgage, he or she
year balloons that have the same initial rate periods.would not know what the interest rate will be on the
Both of them can offer a rate below that, which isdue date. You may at least know what the upper
available on a fixed rate mortgage in the early years,limit will be with an ARM. This is because there are
and can both carry a risk with higher rates later on.built-in controls on most ARMs thereby limiting in one
There are also some important differences. Favoringyear how high the interest rate can jump, and how
the Balloon: Balloon loans are easier to shop for,high the total interest rate can climb over the life of
because they are much simpler to understand. A fivethe loan. While some ARMs can adjust several times,
or seven-year interest rate on balloon is much lowerothers can adjust only once, on the anniversary of
than that on a 5/1 or 7/1 ARM.the loan.
Favoring the ARM: A substantial rate increase after