How to Get a HELOC on Investment Property: Use Your Equity! (Rookie Reply)

3 months agoScore: 75
Pricing & Profitability
Expenses
Tax Strategy
Multiple Properties
Investors

Summary

This article from the BiggerPockets Blog discusses HELOCs on rental properties. It covers the challenges of obtaining a HELOC when the property already has a mortgage, explores refinancing options, and offers advice on private lenders and repayment strategies. Hosts should consider the implications of using HELOCs for short-term projects and understand the potential impact on their properties.

Key Insights

  • Typically, HELOCs are more easily obtained for primary residences. Once a property becomes a rental, getting a HELOC can be more difficult.
  • If a HELOC is obtained on a primary residence and the property is later converted to a rental, the HELOC terms may remain favorable, but this is not guaranteed and depends on the specific HELOC.

Action Items

  • If considering turning a primary residence into a rental, obtain a HELOC beforehand to secure favorable terms.
    Effort: medium
    Impact: medium
  • Research commercial lines of credit at small local banks, as they may be more open to providing lines of credit on investment properties.
    Effort: medium
    Impact: medium
  • Consider the implications of refinancing a rental property, including potentially higher interest rates and closing costs, and compare the options with a cash-out refinance.
    Effort: medium
    Impact: medium

Watch Out For

  • Failing to understand the terms and repayment conditions of a HELOC or line of credit can lead to higher interest payments or the bank converting the line of credit into a loan.

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