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Related papers: Mortgages and Refinancing

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Debt recycling is an aggressive equity extraction strategy that potentially permits faster repayment of a mortgage. While equity progressively builds up as the mortgage is repaid monthly, mortgage holders may obtain another loan they could…

Risk Management · Quantitative Finance 2025-01-28 Sabrina Aufiero , Preben Forer , Pierpaolo Vivo , Fabio Caccioli , Silvia Bartolucci

In this paper, we investigate the impact of mortgage rates on home prices, and how the impact may be used to help property purchase discussions at individual buyer level and to adjust home price indices across time. A mortgage-rate-adjusted…

General Finance · Quantitative Finance 2022-07-08 Honggao Cao

This article examines the economic effects of an increase in the duration of home loans on households, focusing on the French real estate market. It highlights trends in the property market, existing loan systems in other countries (such as…

Computational Finance · Quantitative Finance 2024-09-24 Hugo Spring-Ragain

Debt recycling is a leveraged equity management strategy in which homeowners use accumulated home equity to finance investments, applying the resulting returns to accelerate mortgage repayment. We propose a novel framework to model equity…

Risk Management · Quantitative Finance 2025-11-25 Carlo von der Osten , Sabrina Aufiero , Pierpaolo Vivo , Fabio Caccioli , Silvia Bartolucci

We develop a novel two-layer approach for optimising mortgage relief products through a simulated multi-agent mortgage environment. While the approach is generic, here the environment is calibrated to the US mortgage market based on…

In this article, we develop a model for the evolution of real estate prices. A wide range of inputs, including stochastic interest rates and changing demands for the asset, are considered. Maximizing their expected utility, home owners make…

Trading and Market Microstructure · Quantitative Finance 2009-07-13 Hazer Inaltekin , Robert Jarrow , Mehmet Saglam , Yildiray Yildirim

This study investigates the impact of increased debt servicing costs on household consumption resulting from monetary policy tightening. It utilizes observational panel microdata on all mortgage holders in Israel and leverages…

General Economics · Economics 2024-10-04 Itamar Caspi , Nadav Eshel , Nimrod Segev

We consider a financial market in which the risk-free rate of interest is modeled as a Markov diffusion. We suppose that home prices are set by a representative home-buyer, who can afford to pay only a fixed cash-flow per unit time for…

Mathematical Finance · Quantitative Finance 2022-03-17 Matthew Lorig , Natchanon Suaysom

We develop a deep learning model of multi-period mortgage risk and use it to analyze an unprecedented dataset of origination and monthly performance records for over 120 million mortgages originated across the US between 1995 and 2014. Our…

Statistical Finance · Quantitative Finance 2018-03-13 Justin Sirignano , Apaar Sadhwani , Kay Giesecke

Prepayment risk embedded in fixed-rate mortgages forms a significant fraction of a financial institution's exposure. The embedded prepayment option bears the same interest rate risk as an exotic interest rate swap with a suitable stochastic…

Pricing of Securities · Quantitative Finance 2025-07-14 Leonardo Perotti , Lech A. Grzelak , Cornelis W. Oosterlee

The main purpose of this work is to derive a partial differential equation for the reserves of life insurance liabilities subject to stochastic interest rates where the benefits and premiums depend directly on changes in the interest rate…

Risk Management · Quantitative Finance 2021-01-01 David R. Baños

Mortgage prepayments play a crucial role in the pricing and hedging of mortgage backed securities. An important feature of mortgage prepayment modeling is burnout; as time goes on those borrowers who have the greatest tendency to refinance…

Adaptation and Self-Organizing Systems · Physics 2007-05-23 Mark B. Wise , Vineer Bhansali

This paper analyzes the hypothesis that returns play a risk-compensating role in the market for corporate revolving lines of credit. Specifically, we test whether borrower risk and the expected return on these debt instruments are…

General Economics · Economics 2024-01-24 Miguel A. Duran

Mortgages account for the largest portion of household debt in the United States, totaling around \$12 trillion nationwide. In times of financial hardship, alleviating mortgage burdens is essential for supporting affected households. The…

We find that factors explaining bank loan recovery rates vary depending on the state of the economic cycle. Our modeling approach incorporates a two-state Markov switching mechanism as a proxy for the latent credit cycle, helping to explain…

Risk Management · Quantitative Finance 2018-04-20 Hong Wang , Catherine S. Forbes , Jean-Pierre Fenech , John Vaz

Understanding mortgage prepayment is crucial for any financial institution providing mortgages, and it is important for hedging the risk resulting from such unexpected cash flows. Here, in the setting of a Dutch mortgage provider, we…

Risk Management · Quantitative Finance 2021-10-14 Emanuele Casamassima , Lech A. Grzelak , Frank A. Mulder , Cornelis W. Oosterlee

We empirically analyze the reversion of financial market trends with time horizons ranging from minutes to decades. The analysis covers equities, interest rates, currencies and commodities and combines 14 years of futures tick data, 30…

Statistical Finance · Quantitative Finance 2025-06-02 Sara A. Safari , Christof Schmidhuber

We analyze recently proposed mortgage contracts that aim to eliminate selective borrower default when the loan balance exceeds the house price (the ``underwater'' effect). We show contracts that automatically reduce the outstanding balance…

Pricing of Securities · Quantitative Finance 2022-06-01 Yerkin Kitapbayev , Scott Robertson

The estimate of a Multiperiod probability of default applied to residential mortgages can be obtained using the mean of the observed default, so called the Mean of ratios estimator, or aggregating the default and the issued mortgages and…

Applications · Statistics 2014-09-18 Matteo Formenti

This paper generalizes the framework for arbitrage-free valuation of bilateral counterparty risk to the case where collateral is included, with possible re-hypotecation. We analyze how the payout of claims is modified when collateral…

Risk Management · Quantitative Finance 2011-01-21 Damiano Brigo , Agostino Capponi , Andrea Pallavicini , Vasileios Papatheodorou
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