Amortization, Balloon Payments & Annual Debt Service

Why a 5-year loan can still owe most of the money back at year 5.

Amortization is the schedule for paying back a loan's principal over time. When a loan's term (e.g. 5 years) is shorter than its amortization period (e.g. 25 years), the unpaid principal remaining at maturity is the balloon payment.

The basic parts of a loan

Every loan has a few basic parts. The Principal is the amount borrowed — say $1,000,000. The Interest Rate is the cost of borrowing, like 6% per year. The Term is how long the loan lasts — commercial loans are often 5, 7, or 10 years. The borrower pays the lender interest on the principal, plus a portion of the principal back over time.

Amortization vs. the term

Amortization is the schedule for paying back the principal. A commercial loan might have a 25-year amortization, meaning the payments are calculated as if the loan will be fully paid in 25 years. But the loan term might only be 5 years. This means at the end of 5 years, the borrower still owes most of the money. That remaining amount is called the Balloon Payment — a big final payment due at the end of the term. The borrower usually refinances (gets a new loan) to pay it.

Monthly Payment (level-pay amortization)

Payment = P × r ÷ (1 − (1 + r)^−n)

P
Principal (loan amount)
r
Monthly interest rate (annual rate ÷ 12)
n
Number of months in the amortization period

Annual Debt Service

Annual Debt Service is the total of all loan payments in one year — principal plus interest. This is the number lenders compare against NOI (see DSCR). If a loan requires $100,000 in payments per year, the annual debt service is $100,000. The property's NOI must be comfortably higher than this, or the lender will not approve the loan.

Interest-only (IO) periods

Many commercial loans include an interest-only period at the start (common on bridge loans and sometimes on a portion of permanent loans), during which the payment covers interest only and the principal balance doesn't decline. This raises the effective balloon amount at maturity and lowers the payment (and thus improves DSCR) during the IO period.

Try it: build your own amortization schedule

Set loan amount, rate, amortization period, term, and any interest-only period — see the full month-by-month schedule and balloon balance.

Amortization Calculator

Set the loan terms and see the payment, schedule, and balloon balance update instantly.

$2,000,000
$
6.5%
25 yrs
5 yrs

Term shorter than amortization — this loan has a balloon payment.

0 mo

Monthly Payment

$13,504

Annual Debt Service

$162,050

Balloon Balance

$1,811,243

9.4% amortized by maturity

Total Interest Paid

$621,492

over 5 year term

Yr 1Yr 2Yr 3Yr 4Yr 5
Principal Interest Remaining balance
View full month-by-month schedule
MonthPaymentInterestPrincipalBalance
1$13504$10833$2671$1997329
2$13504$10819$2685$1994644
3$13504$10804$2700$1991944
4$13504$10790$2714$1989230
5$13504$10775$2729$1986500
6$13504$10760$2744$1983757
7$13504$10745$2759$1980998
8$13504$10730$2774$1978224
9$13504$10715$2789$1975435
10$13504$10700$2804$1972631
11$13504$10685$2819$1969812
12$13504$10670$2834$1966978
13$13504$10654$2850$1964128
14$13504$10639$2865$1961263
15$13504$10624$2881$1958383
16$13504$10608$2896$1955486
17$13504$10592$2912$1952574
18$13504$10576$2928$1949647
19$13504$10561$2944$1946703
20$13504$10545$2960$1943744
21$13504$10529$2976$1940768
22$13504$10512$2992$1937776
23$13504$10496$3008$1934769
24$13504$10480$3024$1931744
25$13504$10464$3041$1928704
26$13504$10447$3057$1925647
27$13504$10431$3074$1922573
28$13504$10414$3090$1919483
29$13504$10397$3107$1916376
30$13504$10380$3124$1913252
31$13504$10363$3141$1910112
32$13504$10346$3158$1906954
33$13504$10329$3175$1903779
34$13504$10312$3192$1900587
35$13504$10295$3209$1897378
36$13504$10277$3227$1894151
37$13504$10260$3244$1890907
38$13504$10242$3262$1887645
39$13504$10225$3279$1884366
40$13504$10207$3297$1881069
41$13504$10189$3315$1877754
42$13504$10171$3333$1874421
43$13504$10153$3351$1871070
44$13504$10135$3369$1867701
45$13504$10117$3387$1864313
46$13504$10098$3406$1860907
47$13504$10080$3424$1857483
48$13504$10061$3443$1854040
49$13504$10043$3461$1850579
50$13504$10024$3480$1847099
51$13504$10005$3499$1843600
52$13504$9986$3518$1840082
53$13504$9967$3537$1836545
54$13504$9948$3556$1832989
55$13504$9929$3575$1829413
56$13504$9909$3595$1825818
57$13504$9890$3614$1822204
58$13504$9870$3634$1818570
59$13504$9851$3654$1814917
60$13504$9831$3673$1811243

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What is the Balloon Payment on a commercial loan?

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Frequently Asked Questions

What is a balloon payment?

A balloon payment is the large final payment of remaining principal due at the end of a commercial loan's term, which occurs because the loan's amortization schedule (e.g. 25 years) is longer than its term (e.g. 5 years). Borrowers typically refinance to pay it.

What is the difference between loan term and amortization period?

The term is how long until the loan matures and must be repaid or refinanced. The amortization period is the schedule used to calculate the payment size, as if the loan would be paid off over that many years. Commercial loans very commonly have a term shorter than the amortization period, creating a balloon payment.