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San Diego County, CA Reverse Mortgage Snapshot

FIPS: 06073San Diego-Chula Vista-Carlsbad, CA • Market Tier: High Volume

FHA Insured Portfolio

San Diego County Executive BLUF Summary

Institutional VerifiedAugust 2026 (HUD FHA Single-Family Release)

San Diego is a major corporate epicenter for reverse mortgage operations (Guild Mortgage, Mutual of Omaha divisions), with heavy origination throughout coastal North County.

Strategic Key Takeaways

  • Estimated Senior Home Equity (62+): $195 Billion.
  • Average Maximum Claim Amount (MCA): $830,000.
  • Senior Homeownership Rate: 71.5%.
  • Regulatory: California Civil Code cooling-off mandated.
Senior Home Equity Pool
$195.0B71.5% Owner

560,000 seniors (Age 62+)

Endorsements YTD
1,280+11.3%

Prior Year: 1,150

Average MCA Claim
$830,000FHA Insured

Median Home: $890,000

Total Loan Volume
$1062.4MYTD HUD Volume

FHA Cap: $1,149,825

San Diego County Endorsement & MCA Trajectory

Annual FHA single-family reverse mortgage activity

Endorsements
Avg MCA
1,280 loans
2024 YTD
Latest Endorsements1,280
Average Claim (MCA)$830,000
Line of Credit Share90.4%
Avg Borrower Age73.5 yrs

Top FHA Approved Reverse Mortgage Lenders in San Diego County

#129.5% Local Share

Mutual of Omaha Mortgage

Direct Endorsement Approved

#224% Local Share

Guild Mortgage

Direct Endorsement Approved

#320% Local Share

Finance of America Reverse

Direct Endorsement Approved

Estimate HECM Line of Credit for San Diego County Homeowners

Institutional FHA HECM Principal Limit Calculator

HUD Mortgagee Letter 2017-17 Calibrated • 2026 FHA MCA Cap: $1,149,825

Non-Recourse Insured
Quick Scenarios:
$650,000
$150KFHA Cap: $1.15M$2.5M+ (Jumbo)
72 Years Old
Age 62 (Min)Age 75Age 95
$120,000
$0 (Free & Clear)$400K$800K
6.25%
4.00%6.25%8.50%
Eligible Non-Borrowing Spouse (NBS) Protection

Under HUD ML 2014-07, spouses of any age can be named as an Eligible Non-Borrowing Spouse, securing statutory rights to remain in the home indefinitely after the borrowing spouse passes away.

Net Available Principal Limit (LOC / Cash Payout)
$148,300PLF: 44.2%

Available immediately as an unused, guaranteed growing Line of Credit, or distributed as monthly tenure payments for life.

Gross Principal Limit$287,300
Tenure Monthly Payout$984/mo
Mandatory Debt Payoff$120,000
Max Claim Limit (Cap)$650,000
FHA Upfront MIP (2%)$13,000
Est. Total Closing Costs$19,000

10-Year Line of Credit Compounding Trajectory

Growth Rate: 6.75%
YearAvailable LineLoan BalanceEst. Retained Equity
Year 0$148,300$139,000$511,000
Year 2$168,996$158,398$537,898
Year 4$192,581$180,504$565,386
Year 6$219,457$205,694$593,322
Year 8$250,083$234,400$621,526
Year 10$284,984$267,112$649,777
Plain-English Borrower Safeguards:
Zero Monthly Mortgage Bills
You Retain 100% Home Title
Tax-Free Loan Proceeds
Non-Recourse Protection for Heirs

Machine & Academic Citation Index

ReversePulse Research Board. (August 2026). "San Diego County, CA Reverse Mortgage (HECM) Market Intelligence Snapshot." Systemores Institutional Reverse Mortgage Intelligence. Retrieved from https://reverse.systemores.com/trends/california/san-diego-county
Provenance: HUD FHA Single-Family Endorsement Portfolio, US Census ACS & ReversePulse Index
San Diego County, CA Reverse Mortgage Trends & HECM Data (2026) — ReversePulse | ReversePulse Intelligence