Great Deal but unsure on best way to fund

Great Deal but unsure on best way to fund

Saint Louis, MO · Member since 2017 · 11 posts · 1 vote

My partner and I found a owner who is willing to sell 3 properties from their portfolio (4 doors) for a total of 94k. The  properties are stabilized and leased with long term tenants. All the numbers look great on the cash flow in. We don't know where we can get funding to get this deal done. We are leveraging 20-25k cash and the owner agreed to owner financing but the deal fell through do to the terms he wants. So at this point without complete funding of the deal it won't happen. Does anyone have any suggestions or has had this happen to them before?

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Rental Property Investor · Concord, CA · Member since 2016 · 499 posts · 219 votes
9y
Justin Hubbard Without calculating the monthly payment, I would say if you are cash flow positive with the terms, go for the 3year balloon and then refi in year 3 as you would be able to show the banks that the property cash flows. I am assuming you have the 20k to put down
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  • Specialist · Westlake Village, CA · Member since 2010 · 1k+ posts · 781 votes
    9y

    Just keep negotiating by keeping in touch with the owner while you pursue other deals. One of my best lessons was not to stress too much over a deal that didn't happen.  Manage your time & energy to find more opportunities.  Just out of curiosity, what were the terms he proposed?

  • Saint Louis, MO · Member since 2017 · 11 posts · 1 vote
    9y

    thanks @Ellis San Jose for your input. We just really wanted it to work because they are great cash flow properties but your right. 

    He offered 94k price, 20kdown, 7% on a 10years mm, 3year balloon 

    Or 

    100k price, 20k down, 7% on a 10years mm, 5year balloon.

    What do you think of it?

  • Rental Property Investor · Concord, CA · Member since 2016 · 499 posts · 219 votes
    9y
    Justin Hubbard Without calculating the monthly payment, I would say if you are cash flow positive with the terms, go for the 3year balloon and then refi in year 3 as you would be able to show the banks that the property cash flows. I am assuming you have the 20k to put down
  • Saint Louis, MO · Member since 2017 · 11 posts · 1 vote
    9y

    @Avi Garg it's 3 properties (4 doors) and I was told the bank only will refinance 1 home at a time. My partner is also worried about the bank not picking up the loan and we then lose credibility with our lender/seller by not being able to make the payment on time. 

  • Saint Louis, MO · Member since 2017 · 11 posts · 1 vote
    9y

    Yes we could put a max of 25k down. 

  • Rental Property Investor · Concord, CA · Member since 2016 · 499 posts · 219 votes
    9y

    @Justin Hubbard You could always talk to a portfolio lender like B2R who could do a single loan for 3 properties... Just to make sure you are aware that if the properties are under one loan, you would probably have issues when you are selling ... keep calling banks and credit unions in your area and see if someone would do what you are looking for

  • Investor · Coppell, TX · Member since 2008 · 2k+ posts · 646 votes
    9y

    Hello and welcome to MP!  One of two ways i thought you should pursue.  One of them was owner financing with the terms you need.  The other way you could consider a private lending if you have somebody in mind.  The higher the risk, the larger profit split you might consider giving some of it away.  t depends on the possible lender and it depends pn how much you are willing to give away on this deal.

    Good luck to you!

  • Dallas, TX · Member since 2016 · 26 posts · 17 votes
    9y

    @Avi Garg is correct on this one.

    I'm sure you can find someone that will refi all 3 of those. When you say "I was told"... were you told by someone that thinks they know or someone that definitely knows. I'm in banking and I would be surprised if you can't find someone that will refi those for you.

    The rental income needs to be on your taxes for 2 years for banks to consider it. I would spend the next two years making sure your credit is a good as can be and stacking as much cash as you can. 

    If you can't secure something through a portfolio lender, you may still have an option through business lending. Just know business loan are usually a slightly higher rate. Usually 1% higher or so.

  • Investor · Lakeland, FL · Member since 2015 · 344 posts · 606 votes
    9y

    Go with the 5 year.  Take the cashflow after all the bills and apply it toward your principal.  

    Who knows how much you could pay down in 5 years.

    At $250 a month, in 5yrs you would have paid 15k down plus the overage on interest you are paying each month, plus the the actual amortization of the loan as well.

    That being said, if you are paying well and not causing the seller issues in collection.  He may very well be willing to let the mortgage get modified to extend the balloon or even amortize the loan out.

    Hope this helps!! 😀

    P.S.  Make sure to include a clause into the mtg to have a first right of refusal to buy the mtg, should he try to sell it.  

    You never know what kind of discount he may take.

  • Professional · Brooklyn, NY · Member since 2017 · 624 posts · 147 votes
    9y
    Originally posted by @Justin Hubbard:

    ... Does anyone have any suggestions or has had this happen to them before?...

    Its really a matter of which side of the fence you want to be on. By the way, if you are not able to get refinancing or pay off the loan when it balloons, what does the terms of the seller financing mortgage say?

    . Option I Option II
    Purchase Price $94,000.00 $100,000.00
    Down Payment $20,000.00 $20,000.00
    Amount Financed $74,000.00 $80,000.00
    Monthly Payment $ 859.20 $ 928.87
    Total Payment Per Year $10,310.43 $11,146.41
    Tot. Principal Paid Per Year $5,690.52 $6,618.06
    Tot. Fin. Charge Paid Per Year $4,619.91 $4,528.35
    Balance at Balloon $56,928.44 $46,909.68
  • Investor · Santa Barbara, CA · Member since 2016 · 75 posts · 35 votes
    9y

    Hard money lender then refi

  • Saint Louis, MO · Member since 2017 · 11 posts · 1 vote
    9y

    I really appreciate all the feedback. We counter offered today since we been getting  a lot of strategies for the balloon payment.  

    Our offer 

    94k purchase 

    15k down

    15year mm

    7% intersest 

    3year balloon payment 

    I'll update the discussion if he accepts or counters. 

  • Saint Louis, MO · Member since 2017 · 11 posts · 1 vote
    9y

    the gross yearly income is 32,244

    Conservative net profit is 13632

    Potential net profit is 16,725

  • Specialist · Westlake Village, CA · Member since 2010 · 1k+ posts · 781 votes
    9y
    Originally posted by @Justin Hubbard:

    thanks @Ellis San Jose for your input. We just really wanted it to work because they are great cash flow properties but your right. 

    He offered 94k price, 20kdown, 7% on a 10years mm, 3year balloon 

    Or 

    100k price, 20k down, 7% on a 10years mm, 5year balloon.

    What do you think of it?

    I think both options have too short of a period before the balloon. I would negotiate  principal pay down options to extend an additional 5 yrs. 

  • Saint Louis, MO · Member since 2017 · 11 posts · 1 vote
    9y
    Accepted offer by both parties:

    owner financing
    3 properties (4doors)
    94k price
    20k down
    20 year Amm
    7% interest 
    balloon payment in 3years 
  • Saint Louis, MO · Member since 2017 · 11 posts · 1 vote
    9y

    We walked away from the deal after our real estate attorney advised us not to continue do to the wording of the contract and red flags she found throughout the contract.

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