FHA 223(f) - Apartment Properties
Refinance or Purchase


ELIGIBLE PROPERTIES:

Apartment properties which are at least 3 years old from the date of initial occupancy. Moderate rehabilitation is permitted. Commercial area shall not exceed 20% of the total net rentable area of the project and commercial income shall not exceed 20% of effective gross income.

MAXIMUM LOAN:
The lesser of the following criteria:

 

 DSCR

Loan Ratio

 Rental Assistance (≥90% of units)

 1.150

87.0%

 Affordable

1.176

85.0%

 Market Rate

1.200

83.3%


For Refinance, the lesser of the above criteria AND the higher of (a) 100% of the eligible transaction costs; or (b) 80% LTV.

For Purchase, the lesser of the above criteria AND the eligible transaction cost multiplied by the applicable LTV ratio.

INTEREST RATES:
Fixed rate determined by market rates at the time of rate lock.

AMORTIZATION:
Up to 35-year, fully amortizing loan.

PERSONAL RECOURSE:
None, except for standard exceptions to non-recourse which are the responsibility of the Key Principal(s).

ASSUMABILITY:
Assumable, subject to CWCapital approval.

SUBORDINATE FINANCING: 
Allowable, subject to FHA criteria.

PREPAYMENT:
Negotiable.

REPAIRS:
Repair program may not exceed the greater of 15% of the value after repairs, or $6,500 plus applicable high cost percentage per unit.  No more than one major building system can be replaced.

WAGE REQUIREMENTS:
Davis-Bacon prevailing wage laws do not apply.

ANNUAL MORTGAGE INSURANCE PREMIUM:
1.0% of the mortgage amount is payable at closing. Thereafter, the MIP is escrowed monthly based on a rate established by FHA. The rate is fixed at loan endorsement.

ESCROWS:
Monthly escrows for property insurance, real estate taxes, reserves for replacement (as determined by FHA) and mortgage insurance premiums.

An initial deposit to replacement reserve and 100% of repair costs (both as determined by FHA) are escrowed from mortgage proceeds.

An additional 20% of the repair cost is required as a completion guarantee from the borrower.

ENVIRONMENTAL ISSUES: 
Special rules apply for properties which are located in Flood Hazard Zones as designated by FEMA.

Lead-based paint and asbestos may require abatement iin accordance with FHA requirements.

FHA APPLICATION FEE:
0.3% of the requested mortgage amount payable at the time application
is made to FHA.

CWCAPITAL FEES:
Financing and Placement fees are negotiable. Additional costs vary and include legal, third party reports, and other underwriting costs.

CLOSING EXPENSES:
Standard transaction costs, including legal fees, title insurance and survey.

PRELIMNARY SUBMISSION PACKAGE:
Include the following in your request for a loan quote:

  1. Property description and location map.
  2. Number of units with breakdown of proposed rents by unit type.
  3. Current rent roll and year-to-date operating statement.
  4. Operating history – prior 3 years, if available.
  5. Current year operating budget.
  6. Existing debt and purchase price.
  7. Resume.

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This is a summary of general program terms, which are subject to change. This is not a commitment to lend.


 
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