PORTFOLIO RENTAL LOAN

PORTFOLIO RENTAL LOAN

Our Portfolio Rental Loan is designed to help rental investors unlock equity and get cash out of their existing rental investments. Consolidate multiple rental property mortgages into a single loan so you can continue to grow your portfolio.*


Key Product Facts

  • Commercial loan underwritten on property cash flow*
  • No personal income verification*
  • No limit to the number of properties that can be financed*
  • Designed for buy-and-hold investors

Interest Rate* 5.50-7.50%

Minimum Property Value $50,000 ($100,000 in certain markets)**

  • Term 5 years or 10 years with balloon
  • Option to amortize over 30 years or make interest-only payments

Borrower Type LLC

  • Maximum Loan-to-Value (LTV) 75% for a fully amortized loan
  • 70% for an interest-only loan

Maximum Loan-to-Cost (LTC)

Cost is purchase price amount. Time Owned : Constraint

  • ≤ 90 days : 80% LTC
  • > 90 days : Full appraised value
  • When do we use LTV vs LTC? Purchase: Use lesser of LTV or LTC calculation
  • Refinance: Use LTC until property has seasoned for 3 months, then use LTV
  • Cash Flow Requirement Fully Amortized Loan: Debt Service Coverage Ratio (DSCR) of 1.15x
  • Interest-Only Loan: DSCR of 1.20x


Not sure if the Portfolio Rental Loan works for you? Use this checklist to see!

  • Do you have seven rent-producing doors, with a total portfolio value of $1,000,000?
  • Do each of your properties have a value of at least $50,000?***
  • Are you a long-term investor?
  • If you answered yes to these questions, complete the fields below to get started with our Portfolio Loan!


Darin Daniels

Upstreet Financial

[email protected]



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