StatisticsLast checked September 23, 2026

Home equity investment statistics (2026)

Market size, the biggest providers, typical terms, and what these contracts cost, with the source and date for every number.

Market size

$2B–$3B
Estimated size of the home equity contract market
$2.5B+
Home equity contracts securitized through October 2024, starting with the first unrated deals in 2021
$1.1B
Securitized in the first 10 months of 2024, backed by about 11,000 contracts
1.2M
HELOCs originated in the four quarters ending 2024 Q2, for comparison

The largest providers

37,000+
Contracts originated to date by the four largest companies
12,000+
Contracts originated by Unison, as of September 2024
10,000
Contracts originated by Point in 2023
10,000+
Contracts originated by Hometap, totaling over $1 billion, as of January 2024
5,000+
Contracts originated by Unlock

Typical contract terms

10–30 yrs
Usual contract term
3%–5%
Typical processing fee, as a share of the initial payment
19.5%–22%
Yearly growth allowed by typical cost caps of about 18% to 20% compounded monthly

What they cost: our analysis

Four providers publish enough to model: Point, Hometap, Unlock, and Unison. Example: $100,000 on a $750,000 home with a $300,000 mortgage.

14.1%–15.9%
Effective yearly cost at 4% home growth, settled after 7 years
Our analysis · published provider terms
3.5%–11.5%
Effective yearly cost if the home doesn't appreciate, settled after 7 years
Our analysis · published provider terms
20.2%–22.7%
Effective yearly cost at 4% growth if settled after 3 years
Our analysis · published provider terms

Run your own numbers on HEI Calculator, or compare providers on HEI Compare.

Quick answers

How big is the home equity investment market?

The CFPB estimated it at $2 billion to $3 billion in its January 2025 report.

How many home equity investments have been made?

The four largest companies had originated more than 37,000 contracts, according to the CFPB's January 2025 report.

What does a home equity investment typically cost?

Using four major providers' published terms for a $100,000 investment on a $750,000 home, we estimate an effective yearly cost of 14.1%–15.9% at 4% annual appreciation over 7 years, and 3.5%–11.5% with no appreciation.

How many states regulate home equity investments?

We've confirmed HEI-specific laws or rules in effect in 4 states (Connecticut, Illinois, Maine, Maryland), plus attorney general actions in Colorado, Massachusetts, Minnesota. See the regulatory tracker.

HEI Calculator

Run your own home and assumptions through every provider and get one comparable effective annual cost.

HEI Compare

Point, Hometap, Unlock, Unison, Splitero and CHEIFS side by side, with reviews and head-to-heads.

HEI Facts, HEI Calculator, and HEI Compare are sister sites run by the same independent team.