Resale Formulas · Lesson 1

The one dial that keeps a home affordable

How a Community Land Trust home stays affordable for the next family while its owner still builds real wealth — explored through three calculators built on the Champlain Housing Trust formula.

3 interactive calculators ~30 min
Seller's equity gain · 10 years · 4% annual growth · 25% index
$0

A CLT homeowner builds real wealth — while the next family still enters at $72,037 below market. That's the resale formula working as designed.

$0
Market value at sale
$0
CLT resale price
$0
Seller's gain

The problem every affordable housing program faces

Subsidized affordable housing has a paradox at its core: the moment a household builds equity and sells, the subsidy walks out the door with them. The next buyer pays market price. The affordable unit is gone — forever.

Community Land Trusts (CLTs) solve this with a legal structure: the trust owns the land permanently, leasing it to homeowners for 99 years. But the structure alone isn't enough. You also need a resale formula — a mathematical rule that determines how much of any price appreciation the seller can keep.

Key concept The resale formula is the single mechanism that reconciles two goals that look contradictory: affordable to the next buyer and wealth-building for this owner.

The Champlain Housing Trust formula

The most widely adopted formula was developed by the Champlain Housing Trust in Burlington, Vermont — the largest CLT in the US. It works like this:

When you sell your CLT home, you keep your original down payment plus a share of any appreciation in the home's appraised value. That share — the percentage the seller captures — is the single dial.

Resale Price = Purchase Price + ( Index% × Appreciation in Appraised Value ) Where: Appreciation = Sale Appraisal − Purchase Appraisal Champlain default: Index% = 25%

The seller keeps 25 cents of every dollar the appraised value grew. The other 75 cents stays embedded in the home's price, keeping it affordable. That ratio is tunable — and the three calculators below let you feel exactly how it changes outcomes.

Calculator 1 of 3
How much does the seller walk away with?
Seller's resale price
$217,500
Seller's gain
+$17,500
Next buyer's price vs market
75% of market

Notice: with a 25% index, the seller captures real money — but the resale price grows far slower than the market. The next buyer gets in at a steep discount. That's the mechanism working as designed.

The trade-off is real, and it's a policy choice

The index percentage is a genuine dial with no objectively correct setting. Set it low (10–15%) and you maximize affordability depth across generations. Set it high (40–50%) and you make CLT homeownership more attractive to buyers who care about wealth accumulation — at the cost of shallower affordability over time.

Most CLTs in the US use an index between 20% and 35%. Champlain Housing Trust's default is 25%.

Calculator 2 of 3
How does the index affect long-term affordability?
Market value after N years
$296,049
CLT resale price
$224,012
Seller's equity gain
+$24,012
Affordability preserved
76%

The "affordability preserved" figure is the ratio of CLT resale price to market value. A lower ratio means deeper affordability for the next buyer — but also a smaller gain for the current owner. The index moves both simultaneously.

What about the initial subsidy?

In most CLT programs, the purchase price is already below market — the CLT or a public grant has bought down the land or construction cost. The resale formula needs to account for this embedded subsidy: if prices track absolute appreciation rather than percentage, an owner who bought at a deep discount could still end up with a price the next buyer can't afford.

The Champlain formula indexes to appraised value (not purchase price) to handle this correctly. The third calculator shows why that distinction matters.

Calculator 3 of 3
Subsidy size and the appraisal-based index
Initial subsidy
$105,000
CLT resale price
$190,000
Subsidy preserved
$90,000
Seller's gain
+$15,000

The subsidy preserved figure shows how much of the original public investment stays locked into the next transaction. With a 25% index, most of the subsidy survives each ownership cycle — that's what makes CLTs a genuinely durable tool, not just a one-generation fix.

What you've just learned

  • The resale formula is the mechanism that keeps CLT homes affordable through every ownership cycle.
  • The index percentage is a policy choice — a dial between owner wealth and future affordability.
  • Appraised-value indexing (the Champlain method) preserves embedded subsidies far better than purchase-price indexing.
  • At a 25% index with 4% annual appreciation, a 10-year owner builds real wealth — and the next buyer still gets in well below market.
← Back to all lessons