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Updated about 3 years ago, 09/23/2021

User Stats

7
Posts
7
Votes
Kevin Rodriguez
  • San Diego, CA
7
Votes |
7
Posts

Moving Forward Advice

Kevin Rodriguez
  • San Diego, CA
Posted

I am looking for some advice on how I should move forward in my Real Estate Investing. I currently have two VA loans out one which I am using as my primary residence in San Diego (Town Home) purchased 1 year ago. Another home that is also under a VA loan in which my parents live (approx 1 hour north of SD). I was able to keep that first home under the VA loan due to change of circumstances where I moved back to the San Diego area for school. My current situation is that I no longer work but I do get VA benefits so that is what I use as income and my wife also works. Recently i have been receiving plenty of cash out refinance offers in the mail and I have been thinking about refinancing and using that money for another property out of state. Any advice is welcomed.

User Stats

2,163
Posts
1,214
Votes
Jason Wray
Pro Member
  • Banker
  • Nationwide
1,214
Votes |
2,163
Posts
Jason Wray
Pro Member
  • Banker
  • Nationwide
Replied

Kevin,

I just helped a Veteran in your same situation who had two VA loans and wanted to continue to invest. You need to refinance your primary take out some cash and close it as a conventional loan. It will give you the cash out you need and free up some of your VA entitlement. You could refinance either of the properties but the owner occupied property will yield you a lower rate and a higher LTV for the cash out.

  • Jason Wray
  • [email protected]
  • 727-637-4289
  • User Stats

    204
    Posts
    161
    Votes
    Andy Eakes
    Pro Member
    • Property Manager
    • San Diego, CA
    161
    Votes |
    204
    Posts
    Andy Eakes
    Pro Member
    • Property Manager
    • San Diego, CA
    Replied

    @Kevin Rodriguez Hey Kevin sounds like you're in a great position! I second what Jason said. Get that money out with a conventional refi and put it to work. We are beginning to see a bit of a slow down with buyers in San Diego, this could be a great time to get back in the market depending on your goals and neighborhood of choice. 

    I am happy to offer any advice I can if you would like to hop on a call. I have a great lender who can help you with your refi as well.  

  • Andy Eakes
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    User Stats

    7
    Posts
    7
    Votes
    Kevin Rodriguez
    • San Diego, CA
    7
    Votes |
    7
    Posts
    Kevin Rodriguez
    • San Diego, CA
    Replied

    @Andy Eakes @Jason Wray would me currently not being employed effect the refinancing process? Also how would the purchasing of a new property be affected with me not being employed with it simply go off my wifes income?

    User Stats

    204
    Posts
    161
    Votes
    Andy Eakes
    Pro Member
    • Property Manager
    • San Diego, CA
    161
    Votes |
    204
    Posts
    Andy Eakes
    Pro Member
    • Property Manager
    • San Diego, CA
    Replied

    @Kevin Rodriguez It might, depending on your wife's income. It certainly hurts a bit. Having the assets helps. A lender will be able to paint a good picture for you to help explain the options. 

  • Andy Eakes
  • User Stats

    54
    Posts
    34
    Votes
    Thom MacFarlane
    • Lender
    • San Diego, CA
    34
    Votes |
    54
    Posts
    Thom MacFarlane
    • Lender
    • San Diego, CA
    Replied

    The key is whether or not your VA benefit a continuing source of income (disability). The home you own in which your parents live will need to verified by 1040 tax returns showing the gross rent and expenses on Schedule "E" in addition to needing a copy of the lease agreement or rental agreement. A quick pm with the above questions answered would determine qualifications.