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BK-0910597

ARM

The LIBOR based Adjustable Rate Mortgage (ARM) product provides flexible financing for borrowers seeking a variable rate mortgage.  The ARM features a conversion option, a wide range of interest rate caps, two prepayment options (1% or declining schedule), and two index options (1 or 3 month LIBOR).  Supplemental mortgages are also available on a adjustable or fixed rate basis.

Product Overview:

 (For a Printable PDF of this program, please click here)

Eligibility                                                                                             Standard multifamily properties.  Interest only and Seniors Housing loans may be eligible on a waiver basis

Loan Amounts                                                                                        $2 million minimum.  No maximum

Term/Amortization                                                                                5, 7 or 10 year term.  Up to 30 year amortization

Interest Rate                                                                                        Floating based on 1 or 3 month LIBOR

Debt service coverage ratio                                                                1.0x minimum at the cap rate as determined by the borrower

Loan to value                                                                                     77.5% maximum

Personal recourse                                                                                Non-recourse with standard "Carve-Outs" and Key Principals obligations

Prepayment                                                                                        1 year lockout with 1% for the loan term or a declining prepay schedule

Origination Fee                                                                                    1% / $20,000 minimum

Commitment Fee                                                                                    2% (refundable)

Third Party Fees                                                                                    Includes legal, appraisal, engineering, and environmental reports.  Seismic reports and survey may also be required

Minimum Occupancy Requirement                                                        90% sustained for 90 consecutive days (85% acceptable for special circumstances)

Replacement reserve impounds                                                           Required - not less than $150/unit (waiver considered for special circumstances)

Taxes and Insurance Impounds                                                            Required (may be waived for low leverage transactions)

Assumability                                                                                        Assumable with lender approval and a 1% fee

Supplemental Mortgages                                                                    Available after 1 year (up to two available, plus one more upon sale)

Venture Placement Fee                                                                        1% to 2% dependent on property