| You know the old "Shell Game" ...where they put the | | | | against the lender's inevitable adjustments. |
| pea under one of three shells and you have to keep | | | | By lowering the Net Operating Income, they may drop |
| your eye on the right one. | | | | you below the Debt Coverage Ratio that's required for |
| Let's talk a little about the Lender's shell games we are | | | | that "80% LTV loan" you were counting on. |
| seeing a lot more of in the current cool financing | | | | They can then legitimately come back and lower the |
| climate. | | | | loan amount. |
| These are tricks lenders are using very frequently in | | | | Which means you have to come to the closing table |
| the last 6 months. Tricks that can radically lower the | | | | with more money in hand ... sometimes a LOT more. |
| amount of money they'll approve you for on your next | | | | If you don't do something to change their thinking you |
| commercial purchase. | | | | only have one choice available ... bring more money to |
| Tricks you need to see coming from a long way off | | | | the closing table. |
| and be prepared to defend against. | | | | The Lender's thinking has nothing to do with LTV. |
| The Loan To Value (LTV) Bait and Switch | | | | The negotiations will always center on your Net |
| Right now, the LTV Ratio may be the main number | | | | Operating Income. |
| you use to estimate the amount of money you can | | | | So rather than quietly give in to their little shell game of |
| get on a loan. | | | | moving targets, you have to be willing to vigorously |
| You may say to yourself something like this, "I have a | | | | defend your projections of Income and Expenses in |
| $2M purchase, and its a real bargain. The Lender says | | | | order to get the loan that you want. Be ready to build |
| 80% LTV is no problem. I should be able to get a | | | | your case like a lawyer. |
| $1.6M loan." Don't count on it and here's why ... | | | | - You may need to link arms with your Loan Broker |
| Once you are under contract and have presented | | | | and go back to the Lender several different times with |
| your Lender Package to the Bank, the Loan to Value | | | | market data to support your Income figures. |
| Ratio is absolutely and totally meaningless. | | | | - You may have to have link arms with your Property |
| The LTV gets trumped by another ratio that is much | | | | Manager and supply information to support your |
| more important to the bank. | | | | Expense data. |
| That's your Debt Coverage Ratio (DCR) | | | | AND remember, all this negotiation will come down in |
| Here's the basic formula: | | | | the last 10 days of the purchase process. |
| Debt Coverage Ratio = Net Operating Income / | | | | Be prepared to go down to the wire to get the |
| Annual Loan Payment | | | | numbers you need. |
| Debt Coverage Ratio for most lenders needs to be 1.2 | | | | POWER TIP: |
| or higher. This means your Net Operating Income is | | | | Make sure your current purchase contract has several |
| equal to 120% of your loan payment. | | | | built in extensions of the financing period that you don't |
| Here's where they get you... | | | | have to pay an arm and a leg for. Check your current |
| 1) The Lender will disagree on the amount of Income | | | | contract for a minimum of 90 days finance period with |
| you can project... and cut it. | | | | the ability to extend to 120 days - you will need every |
| 2) They will disagree on the amount of Expenses that | | | | one of them. |
| you will project ... and raise them. | | | | So when you're looking to buy your next property, |
| These two changes will take a great big bite out of | | | | start thinking like a banker. |
| your Net Operating Income. | | | | Don't count on Loan to Value Ratios. |
| And lenders have gotten MUCH more conservative | | | | Be ready to defend your estimates of Income and |
| with their numbers on both sides of the ledger in the | | | | Expense so that your Net Operating Income will |
| current credit crunch. You will need to have evidence | | | | support a Debt Coverage Ratio that gives you the |
| to defend both your income and expense projections | | | | money you need. |