Treadstone Associates
Case File № 419 · Private Lending & Exit

A fifteen percent share of the gain

a Windsor private second’s appreciation fee

A Windsor homeowner's private second was never priced as a flat dollar fee or a spread on the rate -- it carried a contractual 15% share of the property's own appreciation since advance. The exit payout, calculated against a fresh appraisal, came in far above the flat fee the borrower had assumed from an unrelated friend's deal.

OntarioUninsured · RefinanceFiled August 9, 20265 min read
15%

the private note's share of appreciation since advance — not a flat fee

$80,000

appreciation since the private second advanced two years ago

$72,000

the total exit payout — principal plus the appreciation fee

Anonymized illustration. The borrowers, dollar figures, and rates in this file are an illustrative composite — no real client is identifiable, and any rate shown is illustrative, not a quote. The rules are real: every regulatory figure is cited to its source in the Sources section, and the math computes exactly as shown.

№ 01

The client

A homeowner in Windsor is exiting a $60,000 private lender second, alongside an existing $310,000 first mortgage. The property advanced at a $480,000 value two years ago and now appraises at $560,000.

Private second principal

$60,000

Advanced 2 years ago

Property value at advance

$480,000

When the private note funded

Current appraised value

$560,000

At exit

Existing first mortgage

$310,000

Unaffected by the private note

№ 02

The problem

The borrower had assumed the private second's exit cost would resemble a flat few-thousand-dollar fee, similar to what a friend had paid on an unrelated deal. The actual note carried a shared-appreciation clause instead -- a contractual 15% share of the property's own appreciation since the loan advanced, payable at exit against a fresh appraisal, not a flat dollar amount or a spread on the interest rate.

Why a flat-fee assumption badly underestimated the cost

  • The property gained $80,000 in appraised value over the two years the private note was outstanding
  • 15% of that gain is $12,000 -- on top of, not instead of, the $60,000 principal itself
  • A flat fee comparable to an unrelated deal has nothing to do with how THIS note's own clause was written

As how private lenders actually assess equity makes clear, private fee structures are set deal by deal -- a shared-appreciation clause is one of several ways a lender can be compensated, and it produces a materially different exit cost than a flat fee on the same principal.

№ 03

The numbers

The exit refinance had to size to the appreciation-adjusted payout, not the $60,000 principal the borrower had been picturing.

Sizing the exit payout and the consolidated refinanceAmount
Appreciation since advance ($560,000 - $480,000)$80,000
Shared-appreciation fee (15% of appreciation)$12,000
Private second principal$60,000
Total exit payout$72,000
Existing first mortgage$310,000
New consolidated refinance$382,000
Qualifying the consolidated refinanceFigure
Minimum qualifying rate on a 5.10% contract rate7.10%
Payment at the qualifying rate, 25 years$2,699/mo
TDS (payment + $350 tax + $150 heat + $280 car loan) ÷ $9,100 income38.2%

Because this is an uninsured refinance, CMHC's ratio maximums don't apply directly -- the 38.2% figure is informational, showing the file comfortably absorbs the appreciation-adjusted payout rather than the flat fee the borrower had originally budgeted for.

№ 04

The solution

A mortgage broker read the shared-appreciation clause in the original private commitment letter line by line before quoting any exit number.

First, located the exact clause governing the fee. The note specified 15% of the property's appreciation since advance, calculated against a fresh appraisal at the time of exit -- not a flat fee, and not tied to the interest rate at all.

Second, ordered the fresh appraisal the clause itself required. The clause's own wording made an appraisal a precondition to calculating the fee, not an optional step.

Third, sized the exit refinance to the full $72,000 payout from the first conversation. Quoting the borrower a number based on the $60,000 principal alone would have left a $12,000 shortfall discovered mid-closing.

Original private commitment letter with the shared-appreciation clause
Fresh appraisal confirming the current property value
Written payout calculation from the private lender confirming the $72,000 figure
Consolidated refinance commitment covering the full payout plus the existing first mortgage
Two years of income documentation for the refinance application
№ 05

The outcome

A consolidated refinance of $382,000 funded at 5.10%, retiring the private note's full appreciation-adjusted payout and the existing first mortgage together. Total debt service settled at 38.2% -- informational only, since this uninsured refinance carries no CMHC ratio ceiling.

The 15% shared-appreciation percentage is this private lender's own deal structure; other private lenders price the same risk through a flat fee or a higher rate instead, which would have produced a different exit cost entirely.

№ 06

What to take from this file

  • 01A shared-appreciation clause is not a flat fee. Its cost scales with how much the property gained, not with the loan amount or a fixed dollar figure.
  • 02Read the actual clause before quoting an exit cost from memory of a different deal. Private fee structures are set deal by deal, and no two notes are guaranteed to match.
  • 03A fresh appraisal is often a precondition of the calculation itself, not an optional add-on. Skipping it leaves the fee unresolved, not smaller.
  • 04Size the exit refinance to the full contractual payout, not the original principal alone. A shortfall discovered mid-closing is a much harder problem than one priced from the start.
  • 05Ask explicitly how a private note's fee is calculated at origination, not just what rate it carries. A shared-appreciation clause can cost far more than a flat fee on a property that gains significant value.

Sources

Every regulatory figure in this file traces to one of these primary sources. Client details and anything that varies by lender are illustrative, as flagged below.

Illustrative in this file — lender-specific, not rules:

  • 5.10% rate — rates move daily; not a quote.
  • the 15% shared-appreciation percentage — private lender fee structures are set deal by deal; this percentage is illustrative, not a schedule.
  • the total debt service figure — this file is an uninsured refinance, so there is no CMHC ratio ceiling -- the number is informational.

Authority & provenance

How this case file was built

We publish the origin, the verification method and the reviewer for every case file, so you can judge how far to trust it before you rely on it with a client.

Where it comes from

Derived from files handled by Treadstone’s fulfillment desk and from scenarios contributed by partner brokerages. Names, employers, exact amounts and dates are changed so no client or file is identifiable.

Provenance: Composite — a pattern seen repeatedly on fulfilled files, not a single transaction.

What is verified

Every regulatory figure traces to a primary source listed above and was checked against it on the date shown. The arithmetic is recomputed by machine on every rebuild.

Anything that varies by lender is labelled illustrative rather than stated as a rule.

Who reviewed it

Reviewed for Canadian regulatory accuracy before publication, and re-checked whenever a cited rule changes.

Reviewed by: Nicholas Parson, Treadstone Associates — reviews every case file before publication.

First published 9 August 2026Rules last verified 9 August 2026Next scheduled review 9 February 2027

This case file is professional reference material for licensed mortgage professionals. It is not advice to a borrower, and it is not a lender commitment. Insurer rules, qualifying rates and provincial taxes change — confirm the current position with the insurer, regulator or lender before you rely on any figure here in a live file.

Treadstone fulfillment

Files like this are daily work for our desk.

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