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Location Value Mortgage

A government-supported contribution to home purchase without creating a conventional interest-bearing debt.

A Systemic Fiscal Reform Group briefing by Dr Adrian Wrigley, adapted by Robin Smith.
Basic concept

Large bank loans can jeopardise financial stability and expose homeowners to negative equity when prices fall.

A Location Value Mortgage advances public funds to a buyer without creating a repayable, interest-bearing debt. In exchange, the buyer enters into a Location Value Covenant and the property owner pays an index-linked sum to the state each month in perpetuity.

A bank can handle the paperwork. On completion, government pays the contribution through the bank and the covenant is registered. The bank has no further involvement with that part of the arrangement.

Working example 1

Sharon and Kevin Smith are buying a £300,000 house with a £60,000 deposit. MegaBank will lend £240,000 at 7% or £120,000 at 6%. A £120,000 Location Value Mortgage is available at £500 per month, linked to local rental values.

MeasureTraditional mortgageLocation Value Mortgage
Price paid£300,000£300,000
Deposit£60,000£60,000
Bank loan£240,000£120,000
Public contribution£120,000
300 bank repayments£1,696£773
Covenant payment£500
Monthly total£1,696£1,273
Illustrative saving£423

Working example 2

The household considers an identical house in a less expensive location for £180,000. With the same deposit and a £120,000 Location Value Mortgage, no bank loan is required.

MeasureTraditional mortgageLocation Value Mortgage
Price paid£180,000£180,000
Deposit£60,000£60,000
Bank loan£120,000£0
Public contribution£120,000
Bank repayment£773£0
Covenant payment£500
Illustrative saving£273

Who wins in the end?

That depends on the household. The proposal adds another choice, allowing families to balance deposit, borrowing and covenant against their circumstances. Its central promise is more predictable budgeting based on local rental values rather than interest rates.

ParticipantPotential advantagePotential disadvantage
HomeownerLower cost; reduced negative-equity and default riskLess exposure to property-price gains
BankLower default riskLess interest income
GovernmentContinuing public revenueFunds the initial contribution
Illustrative figures

Financial values, rates and tax references restyle the original policy example. They explain the proposed mechanism and are not current financial, tax or legal advice.