HOME EQUITY

HELOC Guide 2026: Rates, Requirements & How It Works

A Home Equity Line of Credit (HELOC) lets you borrow against your home's equity as needed. Current avg rate: 8.25%. Borrow up to 85% of your equity. Draw period: 10 years. Here's everything you need to know.

Updated February 13, 202617 min readBy Emily Chen, NMLS #345678

Current HELOC Rates: February 2026

Credit ScoreHELOC RateHome Equity Loan RateCash-Out Refi Rate
760+7.50%7.25%6.10%
740-7597.75%7.50%6.20%
720-7398.25%7.75%6.35%
700-7198.75%8.25%6.50%
680-6999.25%8.75%6.75%
660-6799.75%9.25%7.00%

HELOC rates are variable (Prime + margin). Prime rate: 7.50% (Feb 2026). Home equity loan rates are fixed. Cash-out refi replaces your first mortgage.

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How a HELOC Works: The Complete Breakdown

Phase 1: Draw Period (Years 1-10)

During the draw period, your HELOC works like a credit card secured by your home. You can borrow, repay, and borrow again up to your credit limit. Most HELOCs require interest-only payments during this phase.

Example: $100K HELOC at 8.25%. You borrow $40K for a kitchen remodel. Interest-only payment: $275/month. You can pay it down and re-borrow as needed.

Phase 2: Repayment Period (Years 11-30)

After the draw period ends, you can no longer borrow. The outstanding balance converts to a fully amortizing loan (principal + interest) over 15-20 years. Payments can increase significantly.

Example: $40K balance at 8.25% over 20 years. Payment jumps from $275/mo (interest-only) to $342/mo (P&I). Plan for this increase.

HELOC Requirements 2026

Minimum Requirements

Credit Score660+ (680+ for best rates)
Home Equity15-20% minimum
DTI RatioMax 43-50%
EmploymentStable income verified
Property TypePrimary residence (most lenders)

How Much Can You Borrow?

Formula: (Home Value × 85%) - Mortgage Balance = Max HELOC

Example:

Home value: $450,000

× 85% = $382,500

- Mortgage balance: $280,000

= $102,500 max HELOC

HELOC vs. Home Equity Loan vs. Cash-Out Refinance

FeatureHELOCHome Equity LoanCash-Out Refi
Rate typeVariableFixedFixed
Current rate8.25% avg7.75% avg6.35% avg
Closing costs$0-$500$2K-$5K$4K-$12K
Access to fundsRevolving (use as needed)Lump sumLump sum
Keeps 1st mortgage?YesYesNo (replaces it)
Best forOngoing expenses, renovationsOne-time large expenseLarge amount + rate improvement
Tax deductible?Yes (if used for home improvement)Yes (if used for home improvement)Yes (mortgage interest)

Decision guide: If your first mortgage rate is below 5.50%, use a HELOC or home equity loan to keep that great rate. If your first mortgage rate is above 6.35%, a cash-out refi lets you lower your rate AND access equity in one move.

Best & Worst Uses for a HELOC

Smart HELOC Uses

  • Home renovations (70-95% ROI): Kitchen, bath, siding — adds value AND is tax-deductible
  • Emergency fund backup: Open a HELOC now, use only if needed. $0 cost until you draw
  • Debt consolidation: Replace 22% credit card debt with 8.25% HELOC (save $500+/mo)
  • Investment property down payment: Use equity to buy a rental that cash-flows
  • Bridge financing: Buy new home before selling old one

Bad HELOC Uses

  • Vacations or luxury items: Don't put your home at risk for depreciating purchases
  • Day trading or crypto: Speculative investments with secured debt = recipe for disaster
  • Covering living expenses: If you can't afford basics, a HELOC delays the problem
  • Paying off debt you'll run up again: Fix the spending habit first
  • Maxing out your equity: Keep 15-20% equity buffer for emergencies

3 Real HELOC Scenarios

Scenario 1: $50K Kitchen Remodel

HELOC: $50K at 8.25% variable. Interest-only: $344/mo during draw. Total interest (5 yr payoff): $10,625
Home value increase: $35K-$40K (70-80% ROI). Tax deduction: ~$2,500/yr. Net cost after tax + appreciation: Essentially free.

Scenario 2: $35K Debt Consolidation

Before: $35K credit cards at 22% avg = $770/mo minimum, $28K+ in interest over 5 years
After HELOC: $35K at 8.25% = $241/mo interest-only. Pay $770/mo = paid off in 4.2 years. Interest saved: $18,000+

Scenario 3: $75K Investment Property Down Payment

HELOC draw: $75K at 8.25%. Interest cost: $516/mo
Rental income: $2,100/mo. Rental PITIA: $1,650/mo. Net cash flow: $450/mo. Cash flow covers HELOC interest AND profits $-66/mo initially, then positive as HELOC paid down.

Best HELOC Lenders 2026

LenderRate (APR)Max LTVMin DrawClosing CostsBest For
Figure7.10-14.74%95%$15K$0-$299Speed (5-day close)
Bethpage FCU7.49%+80%$10K$0Low rates
US Bank7.65-11.50%85%$15K$0Large banks
BMO Harris7.75-12.00%80%$10K$0No annual fee
Third Federal7.49-8.99%80%$10K$0Fixed-rate option

HELOC Rate Forecast 2026-2027

Now (Feb 2026)

8.25%

Prime 7.50% + 0.75%

H2 2026 (Projected)

7.50-7.75%

2-3 Fed cuts expected

2027 (Projected)

6.75-7.25%

Prime drops to 6.25-6.75%

Key insight: HELOC rates are directly tied to the Prime rate, which follows the Fed funds rate. Every 0.25% Fed cut = 0.25% lower HELOC rate. With 3-5 more cuts expected through 2027, HELOC rates should drop 0.75-1.25%. If you open a HELOC now, your rate automatically decreases as the Fed cuts.

Tap Into Your Home Equity Today

The average homeowner has $299K in tappable equity. See how much you can access.

Related Resources

Editorial Note: HELOC rates from Bankrate and lender surveys. Prime rate from Federal Reserve. Equity data from Cotality (CoreLogic). Updated Feb 13, 2026. Editorial standards.