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Finance Your Entire Portfolio with One Loan

Stop juggling multiple lenders and loans. Our portfolio loan program lets you finance 5+ rental properties under one loan with one payment and one closing.

Key Benefits

One loan for multiple properties
Single monthly payment
Streamlined property management
Blanket lien structure
Release provisions available
Scalable as you grow

Why Portfolio Loans Make Sense

As your rental portfolio grows, managing multiple loans from multiple lenders becomes a headache. Different due dates, different servicers, different renewal timelines—it adds up to administrative chaos.

Our portfolio loan program solves this by consolidating your properties under one loan with one payment and one renewal.

How Portfolio Loans Work

Blanket Lien Structure

All properties in the portfolio serve as collateral for the loan. This creates efficiencies in underwriting and servicing that we pass on to you in better rates and terms.

Portfolio DSCR

We calculate DSCR across all properties combined. This means strong performers can offset weaker ones, often resulting in better qualification than individual loans.

Release Provisions

Need to sell a property? No problem. Our release provision allows you to remove properties from the portfolio by paying down a portion of the loan.

Benefits of Consolidation

  1. Simplified Management: One payment, one servicer, one relationship
  2. Better Terms: Portfolio loans often offer better rates than individual loans
  3. Flexible Structure: Add or remove properties as your strategy evolves
  4. Tax Efficiency: Work with your CPA on potential benefits of portfolio structuring

Who Should Consider a Portfolio Loan?

  • Investors with 5+ rental properties
  • Those tired of managing multiple lender relationships
  • Investors looking to access equity across their portfolio
  • Those planning to scale and want infrastructure in place

Ideal Use Cases

Consolidating individual property loans
Scaling rental portfolios efficiently
Estate planning and entity restructuring
Accessing equity across portfolio

Frequently Asked Questions

Yes, our release provision allows you to sell individual properties. You'll pay down the loan by the release amount (typically 115-125% of allocated value).

Portfolio loans look at overall DSCR across all properties. One vacancy typically won't impact qualification if the portfolio performs well overall.

Success Story

Portfolio Consolidation Success

Investor consolidated 12 properties from 8 different lenders into one portfolio loan, reducing monthly admin time and saving $3,200/month in payments.

Program Details

Loan Amount $500K - $50M
LTV Up to 75%
DSCR 1.1 minimum (portfolio)
Term 5, 7, or 10-year
Minimum Properties 5 properties
Property Types SFR, 2-4 units, condos
Geographic Nationwide
Release 115-125% of allocated value

What You'll Need

  • Minimum 5 income-producing properties
  • Current rent rolls for all properties
  • Property inspection or recent appraisals
  • Portfolio schedule with property details
  • Entity borrower required

Ready to Get Started?

Our team specializes in DSCR Rental Portfolio Loans. Let us help you find the right solution for your needs.

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