Investment property portfolio
Real Estate Investor Financing

Investment Property Loans

Finance your rental property portfolio with conventional, DSCR, and alternative loan programs. Build wealth through real estate investing.

Compare Investment Loan Options

Choose the financing that matches your investment strategy

Conventional Investment Loans

15-25%

Traditional financing for investment properties with competitive rates and flexible terms.

Advantages
  • Lower rates than alternative programs
  • Established program with predictable guidelines
  • Can finance up to 10 properties
  • Cash-out refinance available
Considerations
  • Full income documentation required
  • Max 10 financed properties
  • Reserves required (2-6 months)
  • Higher down payment than primary residence
Best For:

W2 employees and investors with steady documented income

DSCR Loans (No Income Verification)

20-25%

Qualify based on the property's rental income, not your personal income or tax returns.

Advantages
  • No tax returns or W2s required
  • Unlimited number of properties
  • Fast closing (10-14 days possible)
  • Perfect for self-employed investors
Considerations
  • Slightly higher rates (1-2% above conventional)
  • Minimum DSCR ratio of 1.0 (0.75 with higher down)
  • Higher reserves required (6-12 months)
  • Fewer lenders offer these programs
Best For:

Self-employed, portfolio builders, foreign nationals, and Airbnb investors

Portfolio Loans

20-30%

Flexible loans held by the lender, not sold to Fannie/Freddie. Customized underwriting.

Advantages
  • Flexible guidelines for unique situations
  • Can exceed conventional property limits
  • May allow lower credit scores
  • Custom terms available
Considerations
  • Higher interest rates
  • Larger down payments required
  • Prepayment penalties common
  • Fewer lenders offer portfolio loans
Best For:

Experienced investors with unique properties or situations

Fix & Flip / Hard Money

10-20% + Points

Short-term financing for purchasing and renovating properties to resell quickly.

Advantages
  • Fast approval and funding (days)
  • Based on after-repair value (ARV)
  • Renovation funds included
  • Less stringent credit requirements
Considerations
  • High interest rates (8-12%)
  • Points required (2-4% of loan)
  • Short terms (6-18 months)
  • Expensive if you hold longer than planned
Best For:

Experienced flippers who can complete renovations and sell quickly

Need help choosing? Our investment property specialists will analyze your situation.

Speak with an Investment Loan Specialist

Investment Property Types We Finance

Different properties, different strategies

Single-Family Homes

The most common and easiest to finance. Best liquidity and broadest tenant pool.

Financing Options
15-20% down conventional, 20-25% DSCR
Key Considerations
Vacancy means 100% loss of income. Consider tenant quality and neighborhood.

2-4 Unit Multi-Family

Duplex, triplex, or fourplex. Still residential financing with better cash flow.

Financing Options
20-25% down for investment (15-20% if you occupy one unit)
Key Considerations
Multiple income streams reduce vacancy risk. More management required.

Condos & Townhomes

Lower maintenance but subject to HOA rules and fees. Appreciation may lag SFH.

Financing Options
20-25% down, must be in warrantable building
Key Considerations
HOA approval required. Some buildings have rental caps. Check investment restrictions.

Short-Term Rentals (Airbnb/VRBO)

Higher potential income but more management and regulation risk.

Financing Options
DSCR loans work well. Use 75% of projected STR income.
Key Considerations
Check local regulations. Higher income potential but less stability. Furnishing costs.

Key Investment Metrics to Know

Evaluate deals like a pro investor

Cash-on-Cash Return

Target: 8-12%+

Annual cash flow divided by total cash invested

Formula:
(Annual Cash Flow ÷ Total Cash Invested) × 100

Cap Rate

Target: 6-10%+

Net operating income divided by purchase price

Formula:
(NOI ÷ Purchase Price) × 100

Debt Service Coverage Ratio

Target: 1.25+

Rental income divided by mortgage payment

Formula:
Monthly Rent ÷ Monthly PITI

Gross Rent Multiplier

Target: 8-12

Purchase price divided by gross annual rent

Formula:
Purchase Price ÷ Gross Annual Rent

The 1% Rule Quick Screen

A quick way to screen deals: Monthly rent should equal at least 1% of purchase price. For a $250,000 property, you want $2,500/month or higher in rent.

Note: This is a screening tool, not a definitive analysis. In appreciating markets like Atlanta, properties below 1% can still be strong investments due to equity growth.

Investment Loan Requirements

Conventional Investment Loans

  • Credit Score: 620+ (680+ for best rates)
  • Down Payment: 15-25%
    Lower with multiple properties
  • Reserves: 2-6 months PITI
    More for multiple properties
  • Documentation: Full income verification
    Tax returns, W2s, pay stubs
  • Property Limit: Up to 10 financed properties

DSCR Loans (No Income Verification)

  • Credit Score: 620+ (680+ for best rates)
  • Down Payment: 20-25%
    30% for DSCR below 1.0
  • Reserves: 6-12 months PITI
  • Documentation: No income verification
    Just rent roll/market rent appraisal
  • Property Limit: Unlimited

Investment Property Loan FAQs

Can I use rental income to qualify for an investment property loan?

Yes! Lenders typically count 75% of the rental income (to account for vacancy) toward your qualifying income. For properties you already own, you'll need a signed lease. For new purchases, appraisers provide a market rent opinion (Form 1007) showing expected rental income.

What's the maximum number of investment properties I can finance?

Conventional loans max out at 10 financed properties total (including primary residence). However, DSCR loans and portfolio loans have no limit, allowing experienced investors to scale indefinitely. This is one reason many investors switch to DSCR loans after hitting the conventional limit.

Are interest rates higher for investment properties?

Yes, investment property rates are typically 0.50-0.875% higher than primary residence rates. DSCR loans are an additional 1-2% higher than conventional investment loans. The higher rates reflect increased risk to lenders, as borrowers are more likely to default on investment properties than primary residences during financial hardship.

Can I convert my primary residence to a rental and buy another home?

Yes! This is a common strategy. You must have lived in the property as your primary residence for at least 12 months. You'll need a lease agreement (signed or pending) for the property you're converting, and the lender will count 75% of the rental income. Mortgage rates on your new primary residence will be lower than if you bought another investment property.

Do I need an LLC to buy investment property?

No, you can buy investment properties in your personal name. Many investors use LLCs for liability protection, but most residential investment loans require personal guarantees anyway. If you do have an LLC, we can often close in the LLC name with you as the personal guarantor. Consult a CPA and attorney about the best structure for your situation.

Can I finance a property that needs major renovations?

It depends on the extent of repairs. Conventional and DSCR loans require properties to be in livable condition (no major safety, structural, or system issues). For properties needing extensive work, consider FHA 203(k) loans (if you'll occupy), HomeStyle renovation loans, or hard money/fix-and-flip loans. We offer renovation financing options for investors.

Ready to Grow Your Portfolio?

Speak with our investment property specialists to find the best financing for your strategy.

Licensed in Georgia, Florida, Texas, and California • NMLS #2043109