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The comparison most people get wrong

HDB 2.6% or a bank loan?

A bank rate under 2.6% looks like free money. Answer three questions and see both loans side by side — including the part after the fixed rate ends.

This decision only goes one way. You can refinance from HDB to a bank. You can never go back. Everything below matters more because of that one line.

Everything that differs, in one table

 HDB loanBank loan
Interest rate2.6%, pegged to CPFSet by the bank, repriced every package
Rate certaintyWhole tenure2–3 years
Maximum loan75%75%
Minimum cashNone5% of price
Lock-in periodNoneUsually 2–3 years
Repay earlyFree~1.5% during lock-in
Legal & valuationNot charged$2,000–$3,000
Effort after signingNoneReshop every 2–3 years
Switch back laterNever

When each one wins

Go with the bank if…

You are over the $14,000 income ceiling, or have already used two HDB loans — then there is no choice.

Your remaining tenure is short, under about ten years, so less of the loan is exposed to a future repricing.

The loan is large and you will genuinely reshop every time a package expires.

Stay with HDB if…

Your cash buffer is thin and a rate jump would hurt. Run your loan at 4% — if that number strains you, certainty is worth more than a fractional saving.

You plan irregular lump-sum repayments and do not want penalties.

You know you will not chase a new package every two years. Most people do not, and end up on the reversion rate — the exact outcome the comparison assumed away.

The three-year illusion

On a $400,000 loan over 25 years, a bank at 2.4% saves about $40 a month — roughly $1,450 across the fixed period, before legal and valuation costs. Then the package expires. At 3.2% the payment jumps about $145 a month and those three years of saving are wiped out in a little over a year. At 2.1% you stay ahead.

Nobody can tell you which happens. What you can decide is how much a wrong guess would hurt.

Common questions

Can I switch from a bank loan back to HDB?

No. The move is permanent, which is why the decision should not turn on a rate guaranteed for only three years.

What does refinancing to a bank cost?

Legal and valuation fees, typically $2,000 to $3,000. Many packages subsidise most of it, usually with a clawback if you leave within three years.

Do banks assess my income the same way?

Similar ratios, higher stress rate. Banks size residential loans against a 4% floor against HDB's 3%, so the same income supports a smaller bank loan.

If market rates fall, does my HDB loan get cheaper?

Only if the CPF Ordinary Account rate falls. The peg cuts both ways — it is also why the rate did not spike when market rates did.

I am buying now. Which should I start with?

If you qualify for an HDB loan, taking it keeps the option to refinance later. Starting with a bank loan closes the HDB door permanently.

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