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Refinancing Strategies and Rate Optimization

13 minPRO
4/6

Key Takeaways

  • Cash-out refinances on investor properties cap at 70-75% LTV with 6-12 month seasoning requirements.
  • Break-even = Total Closing Costs / Monthly Payment Savings; only refinance if holding beyond break-even.
  • BRRRR strategy uses cash-out refinancing to recycle capital into successive acquisitions.
  • Rate-and-term refinances have no seasoning requirement and higher LTV limits than cash-out.
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Test Your Knowledge

1.What is the primary benefit of a rate-and-term refinance versus a cash-out refinance?

2.What is a typical break-even period for a refinance with $4,000 in closing costs and $200/month in savings?

3.In the BRRRR strategy, what does the refinance step accomplish?