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Underwriting Seller Financing and Lease Options

10 min
3/6

Key Takeaways

  • Trade seller's priority for your priority in multi-variable negotiation.
  • Sandwich lease options profit from monthly, fee, and price spreads.
  • Only 20-30% of tenant-buyers exercise.
  • Five-step framework ensures structures used only when advantageous.

Seller financing and lease option underwriting focuses on structuring win-win terms.

Seller Financing Negotiation

Buyers prefer lower down, lower rate, longer amortization. Sellers prefer higher down, higher rate, shorter balloon. Strategy: offer what seller wants most in exchange for what you need. Example: full asking price with lower rate and longer amortization.

Lease Option Underwriting

As sandwich lease option: monthly spread ($1,700 tenant − $1,400 seller = $300/mo), option fee spread ($10K − $5K = $5K), exercise price spread ($220K − $200K = $20K). Only 20-30% of tenant-buyers exercise.

Sandwich Lease Option
Monthly Spread: $300/mo Fee Spread: $5,000 Price Spread: $20,000 Total if exercised (2yr): $5K + $7,200 + $20K = $32,200

Decision Framework

Five steps: Does seller situation suggest creative? Which structure fits? Can it meet your returns while solving seller problem? Is it legal in your state? Does risk-adjusted return exceed conventional?

Go / No-Go Decision Framework

Go Indicators

  • Trade seller's priority for your priority in multi-variable negotiation.
  • Sandwich lease options profit from monthly, fee, and price spreads.

No-Go Indicators

  • Focusing only on price in seller financing negotiations instead of using multiple variables: Missed opportunities to create value through rate, term, and amortization trade-offs
  • Overestimating lease option exercise rates when projecting returns: Projected returns based on exercise are overly optimistic when only 20-30% actually exercise

Common Mistakes to Avoid

Focusing only on price in seller financing negotiations instead of using multiple variables

Consequence: Missed opportunities to create value through rate, term, and amortization trade-offs

Correction: Always negotiate at least 3-4 variables simultaneously. Offer the seller's priority in exchange for your priority.

Overestimating lease option exercise rates when projecting returns

Consequence: Projected returns based on exercise are overly optimistic when only 20-30% actually exercise

Correction: Model both exercise and non-exercise scenarios. The deal should be profitable even if the tenant does not exercise.

Test Your Knowledge

1.What is the core negotiation strategy for seller financing?

2.In a sandwich lease option, what are the three profit sources?

3.What is the first step in the five-step creative financing decision framework?