Marina Del Rey, CA
Qualified Through Real Estate Portfolio Income
LOAN PROGRAM UTILIZED
30 Year Fixed Loan
CLOSING DATE
September 2024
TRANSACTION OVERVIEW
This transaction was one of the most sophisticated financings our team has successfully completed, driven by the borrower's extensive real estate portfolio and highly complex tax return structure. Through a detailed analysis of the client's financial profile, we strategically leveraged rental income generated across many investment properties to support qualification and maximize borrowing capacity. The successful execution of this transaction highlights our expertise in structuring financing solutions for experienced real estate investors with complex income and asset profiles.
FINANCING Notes
-$1.925m purchase price
-Qualified using W2 income plus rental income from properties across the country
-80% Loan to value
-Property included single-family plus 2 ADU’s


