Mortgage Academy

Master the Israeli mortgage market. Learn about different loan tracks, understand regulations, and make informed decisions about your Tamhil (mix).

Table of Contents

Simulator

How a Mortgage Mix is Built

Bank of Israel Regulations
Rules that govern how you can structure your mortgage mix
Prime Maximum66%
Fixed Required
Fixed Minimum33%

Maximum 66% Prime

No more than two-thirds of your mortgage can be in Prime-linked tracks.

Minimum 33% Fixed

At least one-third must be in fixed-rate tracks (Kalatz or Katz).

Maximum 75% LTV

For primary residence, you can borrow up to 75% of property value.

Maximum 40% PTI

Monthly payment cannot exceed 40% of your net income.

Common Mix Strategies
Pre-built allocation patterns for different risk profiles

Conservative

Maximum stability, higher cost

50%
30%
20%
Kalatz: 50%Katz: 30%Prime: 20%
Best for: Risk-averse borrowers, fixed income, long-term planners

Balanced

Mix of stability and flexibility

34%
33%
33%
Kalatz: 34%Prime: 33%Katz: 33%
Best for: Most borrowers, medium risk tolerance

Aggressive

Lower initial payments, higher risk

66%
34%
Prime: 66%Kalatz: 34%
Best for: Young professionals expecting income growth, high risk tolerance

Oleh Special

Maximizes Zakaut benefits

30%
40%
30%
Zakaut: 30%Kalatz: 40%Prime: 30%
Best for: Olim Chadashim eligible for subsidized rates
📊 Understanding Madad (CPI Indexation)
Why some loans grow with inflation and what it means for you

What is Madad?

Madad (מדד) is the Hebrew term for the Consumer Price Index (CPI). When a loan is "indexed to Madad," your loan principal is adjusted monthly based on changes in the CPI. If inflation is 3%, your remaining debt grows by 3%.

The Trade-off

CPI-indexed loans offer lower initial interest rates because the bank's inflation risk is transferred to you. In low-inflation periods, this saves money. In high-inflation periods (like 2022-2023), your payments can increase significantly.

Visual Example

Loan of ₪500,000 after 5 years:

At 0% inflation:₪500,000
At 2% inflation:₪552,040
At 5% inflation:₪638,140

* Simplified example. Actual impact depends on amortization schedule.

Recommendation: If you're risk-averse or on a fixed income, prefer non-indexed (Kalatz) tracks even if rates are higher.

Find Your Fit

Risk Tolerance Assessment
Answer a few questions to find the mortgage mix that fits your risk profile
Question 1 of 617%

How stable is your income?

Loan Track Types

📈
Prime
פריים
High Risk

Variable rate tied to the Bank of Israel prime rate

Volatility Risk

Inflation Risk

Variable Rate
Non-Indexed
Free Exit
Adjusts continuously

Advantages

  • No early repayment penalty
  • Benefits from rate decreases
  • Currently offers competitive rates

Disadvantages

  • Payment can increase significantly
  • Hard to budget long-term
  • Limited to 66% of total loan

⚖️ Regulatory Limit: Maximum 66% of mortgage

🔒
Kalatz
קל"צ
Low Risk

Fixed rate, non-indexed - your payment stays constant

Volatility Risk

Inflation Risk

Fixed Rate
Non-Indexed
Exit Penalty

Advantages

  • Complete payment predictability
  • Protected from rate increases
  • Protected from inflation

Disadvantages

  • Higher initial rate
  • Early repayment penalty applies
  • Cannot benefit from rate drops
📊
Katz
ק"צ
Low Risk

Fixed rate, CPI-indexed - stable rate but principal adjusts with inflation

Volatility Risk

Inflation Risk

Fixed Rate
CPI Indexed
Exit Penalty

Advantages

  • Lower initial rate than Kalatz
  • Rate stays fixed
  • Good when inflation is low

Disadvantages

  • Principal grows with inflation
  • Monthly payment can increase
  • Early repayment penalty
🎲
Matz
מ"צ
High Risk

Variable rate, CPI-indexed - double exposure to market changes

Volatility Risk

Inflation Risk

Variable Rate
CPI Indexed
Exit Penalty

Advantages

  • Lowest initial rates
  • Good in deflationary periods
  • Can be very cheap short-term

Disadvantages

  • Double market exposure
  • Both rate and principal can rise
  • Very hard to predict payments
🏛️
Zakaut
זכאות
Low Risk

Government-subsidized loan for eligible buyers (Olim, first-time buyers)

Volatility Risk

Inflation Risk

Fixed Rate
CPI Indexed
Exit Penalty

Advantages

  • Subsidized low rates
  • Government backing
  • Available to eligible groups

Disadvantages

  • Limited eligibility
  • CPI-indexed principal
  • Amount limits apply
🔄
Bond 18M
משתנה לא צמודה כל 18 חודשים
Medium Risk

Variable rate, non-indexed, adjusts every 18 months based on government bonds

Volatility Risk

Inflation Risk

Variable Rate
Non-Indexed
Exit Penalty
Adjusts every 18 months

Advantages

  • More stable than Prime
  • Rate adjusts every 18 months
  • Non-indexed principal

Disadvantages

  • Rate can increase at adjustment
  • Early repayment penalty
  • Less predictable than fixed
⏱️
Bond 3Y
משתנה לא צמודה כל 3 שנים
Medium Risk

Variable rate, non-indexed, adjusts every 3 years based on government bonds

Volatility Risk

Inflation Risk

Variable Rate
Non-Indexed
Exit Penalty
Adjusts every 3 years

Advantages

  • Rate locked for 3 years
  • More stable than Prime
  • Non-indexed principal

Disadvantages

  • Rate can increase at adjustment
  • Early repayment penalty
  • Less predictable than fixed
📉
Bond 3Y Indexed
משתנה צמודה כל 3 שנים
Medium Risk

Variable rate, CPI-indexed, adjusts every 3 years based on government bonds

Volatility Risk

Inflation Risk

Variable Rate
CPI Indexed
Exit Penalty
Adjusts every 3 years

Advantages

  • Lower initial rate
  • Rate locked for 3 years
  • More stable than Prime

Disadvantages

  • Principal grows with inflation
  • Rate can increase at adjustment
  • Early repayment penalty
📅
Bond 5Y
משתנה לא צמודה כל 5 שנים
Low Risk

Variable rate, non-indexed, adjusts every 5 years based on government bonds

Volatility Risk

Inflation Risk

Variable Rate
Non-Indexed
Exit Penalty
Adjusts every 5 years

Advantages

  • Rate locked for 5 years
  • Very stable payment periods
  • Non-indexed principal

Disadvantages

  • Rate can increase at adjustment
  • Early repayment penalty
  • Less predictable than fully fixed
📊
Bond 5Y Indexed
משתנה צמודה כל 5 שנים
Medium Risk

Variable rate, CPI-indexed, adjusts every 5 years based on government bonds

Volatility Risk

Inflation Risk

Variable Rate
CPI Indexed
Exit Penalty
Adjusts every 5 years

Advantages

  • Lower initial rate
  • Rate locked for 5 years
  • More stable than Prime

Disadvantages

  • Principal grows with inflation
  • Rate can increase at adjustment
  • Early repayment penalty
🗓️
Bond 10Y
משתנה לא צמודה כל 10 שנים
Low Risk

Variable rate, non-indexed, adjusts every 10 years based on government bonds

Volatility Risk

Inflation Risk

Variable Rate
Non-Indexed
Exit Penalty
Adjusts every 10 years

Advantages

  • Rate locked for 10 years
  • Near-fixed predictability
  • Non-indexed principal

Disadvantages

  • Rate can increase at adjustment
  • Early repayment penalty
  • Very long commitment period
📈
Bond 10Y Indexed
משתנה צמודה כל 10 שנים
Low Risk

Variable rate, CPI-indexed, adjusts every 10 years based on government bonds

Volatility Risk

Inflation Risk

Variable Rate
CPI Indexed
Exit Penalty
Adjusts every 10 years

Advantages

  • Rate locked for 10 years
  • Lower initial rate
  • Very stable rate periods

Disadvantages

  • Principal grows with inflation
  • Rate can increase at adjustment
  • Early repayment penalty

Track Comparison Matrix

Track TypeVolatility RiskInflation RiskFixed RateCPI IndexedAdjustment PeriodExit PenaltyMax %Trend
📈

Prime

פריים

High Risk
Low Risk
Continuous
66%
🔒

Kalatz

קל"צ

Low Risk
Low Risk
N/A
100%
📊

Katz

ק"צ

Low Risk
High Risk
N/A
100%
🎲

Matz

מ"צ

High Risk
High Risk
5 years
100%
🏛️

Zakaut

זכאות

Low Risk
Medium Risk
N/A
100%
🔄

Bond 18M

משתנה לא צמודה כל 18 חודשים

Medium Risk
Low Risk
18 months
100%
⏱️

Bond 3Y

משתנה לא צמודה כל 3 שנים

Medium Risk
Low Risk
3 years
100%
📉

Bond 3Y Indexed

משתנה צמודה כל 3 שנים

Medium Risk
High Risk
3 years
100%
📅

Bond 5Y

משתנה לא צמודה כל 5 שנים

Low Risk
Low Risk
5 years
100%
📊

Bond 5Y Indexed

משתנה צמודה כל 5 שנים

Medium Risk
High Risk
5 years
100%
🗓️

Bond 10Y

משתנה לא צמודה כל 10 שנים

Low Risk
Low Risk
10 years
100%
📈

Bond 10Y Indexed

משתנה צמודה כל 10 שנים

Low Risk
High Risk
10 years
100%

Glossary

Mortgage Glossary
Key terms and concepts explained

Visual Examples

Click on terms to see detailed explanations and examples.

Frequently Asked Questions

What is a mortgage mix (Tamhil)?

A mortgage mix is a combination of different mortgage tracks (Prime, Kalatz, Katz, etc.) that together make up your total loan according to Bank of Israel regulations.

What is the maximum Prime percentage allowed?

Bank of Israel regulations limit Prime-based mortgages to a maximum of 66% of the total loan amount.

What is the minimum fixed rate percentage required?

At least 33% of your mortgage must be in fixed-rate tracks (Kalatz or Katz) according to Bank of Israel regulations.