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An approximation approach for valuing reverse mortgages
Journal article

An approximation approach for valuing reverse mortgages

Jing-Tang Tsay, Che-Chun Lin, Larry J. Prather and Richard J. Buttimer
Journal of Housing Economics, Vol.25, pp.39-52
09/2014

Abstract

Longevity risk;Option pricing;Reverse mortgage

We derive an approximate pricing formula for use in reverse mortgage valuation that allows the house price and interest rate to be stochastic with a deterministic distribution of termination time. We compare the results from the approximate pricing formula to a simulation and find that the approximate pricing formula can significantly reduce computational intensity and provide a close approximation to simulation results. The approximation approach enables reverse mortgage holders to undertake complicated portfolio optimization and hedging analyses.

 

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