Made a novice mistake and wondering what my best options are

Made a novice mistake and wondering what my best options are

Member since 2018 · 24 posts · 15 votes

Clear lake (houston) TX. 2b/2b condo 1000sqft

4% cap. 100% equity.

Purchase price plus all fees plus repairs $90k

Appreciation 5%

Market value $85k-$95k

Currently rented to a good tenant who pays on time with zero issues.

Now that I understand my mistakes and know that I can get much better returns for that amount and could have bought a better deal, What would be a good way out of this situation?

1. sell and move on?

2. get a heloc and invest in another property?

3. buy and hold? 

4. ??

Thank you very much in advance.

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Joe VilleneuvePro Member
Plymouth, MI · Member since 2013 · 13k+ posts · 19k+ votes
6y

OK, let me try this again.

1 - Refi makes it worse.  You could only get 70% of maybe 90k = 56,000 at a cost of around 260-270/month...which would leave you with about 30-40/mo or a max around 500/year in CF.  You would still have 34k in cash left in the deal, which means it will take you almost 70 years to recover it...and start making a profit on the cash flow.  Can you say "grandchildren"?

2 - HELOC isn't any better.

3 - If you did nothing, you will have spent 90k plus, with a CF of 3600/year.  That will only take you 25 years to recover your cash, but you would have 90k of your cash dead in the water.  At least the refi would get you a new 50k+ to reinvest with.

4 - My choice would be to sell it, even if all you walked away with was 70k, and reinvest in in the next deal.  Let the next deal recover the 20k you left behind, and start profits from day one.

See this reply in the discussion

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  • Joe VilleneuvePro Member
    Plymouth, MI · Member since 2013 · 13k+ posts · 19k+ votes
    6y

    What's the cash flow?

    What is financed?

    How much cash do you have in the deal?

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Joe Villeneuve:
    Hi Joe, Its all in my post... Or do you not see it for some reason??

    What's the cash flow? 4% cap.

    What is financed? 100% equity.

    How much cash do you have in the deal? $90k

    Thank you. 

  • Rental Property Investor · Portland OR · Member since 2018 · 2k+ posts · 3k+ votes
    6y

    if you have it financed at that high a DTV then you only have a small amount of cash in this deal? it may cost you more to sell than the amount of cash you have invested (if I understand what you posted) also, what is the interest rate? is the 4 % CAP calculated on the cash flow including the mortgage payment?

  • Joe VilleneuvePro Member
    Plymouth, MI · Member since 2013 · 13k+ posts · 19k+ votes
    6y
    Originally posted by @Eli Ettinger:
    Originally posted by @Joe Villeneuve:
    Hi Joe, Its all in my post... Or do you not see it for some reason??

    What's the cash flow? 4% cap.

    What is financed? 100% equity.

    How much cash do you have in the deal? $90k

    Thank you. 

    Sorry, my mistake.  I just commented on a different post and couldn't get that one out of my head.

  • Joe VilleneuvePro Member
    Plymouth, MI · Member since 2013 · 13k+ posts · 19k+ votes
    6y

    OK, let me try this again.

    1 - Refi makes it worse.  You could only get 70% of maybe 90k = 56,000 at a cost of around 260-270/month...which would leave you with about 30-40/mo or a max around 500/year in CF.  You would still have 34k in cash left in the deal, which means it will take you almost 70 years to recover it...and start making a profit on the cash flow.  Can you say "grandchildren"?

    2 - HELOC isn't any better.

    3 - If you did nothing, you will have spent 90k plus, with a CF of 3600/year.  That will only take you 25 years to recover your cash, but you would have 90k of your cash dead in the water.  At least the refi would get you a new 50k+ to reinvest with.

    4 - My choice would be to sell it, even if all you walked away with was 70k, and reinvest in in the next deal.  Let the next deal recover the 20k you left behind, and start profits from day one.

  • Brian BoydPro Member
    USA · Member since 2019 · 305 posts · 536 votes
    6y

    @Eli Ettinger refinance it and pull your cash out so that you can move to another deal with the current property continuing to cash flow. I don’t this this is as bad as you believe.

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Mary M.:

    if you have it financed at that high a DTV then you only have a small amount of cash in this deal? it may cost you more to sell than the amount of cash you have invested (if I understand what you posted) also, what is the interest rate? is the 4 % CAP calculated on the cash flow including the mortgage payment?

    Hi, Thank you for the reply. As my post says, 100% equity.  Thanks!

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Brian Boyd:

    @Eli Ettinger refinance it and pull your cash out so that you can move to another deal with the current property continuing to cash flow. I don’t this this is as bad as you believe.

    Hi Brian, Noted.

    Thank you very much! 

  • Rental Property Investor · Portland OR · Member since 2018 · 2k+ posts · 3k+ votes
    6y

    @Eli Ettinger you bought this place with zero down??  I think people are trying to tell you they are not understanding how much cash you have in this deal.  that information will help us help you

    ETA: ok, I see 90K. i agree sell.....  altho all the fess etc will eat a chunk of your investment. 

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Joe Villeneuve:
    Originally posted by @Eli Ettinger:
    Originally posted by @Joe Villeneuve:
    Hi Joe, Its all in my post... Or do you not see it for some reason??

    What's the cash flow? 4% cap.

    What is financed? 100% equity.

    How much cash do you have in the deal? $90k

    Thank you. 

    Sorry, my mistake.  I just commented on a different post and couldn't get that one out of my head.

    No worries. I though maybe I did something wrong on my end of the post:)

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Mary M.:

    @Eli Ettinger you bought this place with zero down??  I think people are trying to tell you they are not understanding how much cash you have in this deal.  that information will help us help you

    Sorry I am new on this site, I thought 100% equity =  there is no loan.

    Am I wrong? Thanks :) 

  • Rental Property Investor · Houston TX / Tacoma WA. · Member since 2019 · 166 posts · 89 votes
    6y

    @Eli Ettinger

    Cap rate is used more for commercial property and less for Residential investments.

    Can you please share the monthly rent and for how long is the lease with the tenant, and also how much is your expenses, so people that don't know how to calculate a cap rate will still be able to provide answers And also use the answers for the benefit for them to understand

    Thank you in advance

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Meir Greenblatt:

    @Eli Ettinger

    Cap rate is used more for commercial property and less for Residential investments.

    Can you please share the monthly rent and for how long is the lease with the tenant, and also how much is your expenses, so people that don't know how to calculate a cap rate will still be able to provide answers And also use the answers for the benefit for them to understand

    Thank you in advance

    Hi Meir, Sure. My bad I guess.. I assumed the terminology is clear but thank you for pointing that out. Am still new on this site.

    Monthly rent is $1025

    Monthly profit :$300

    One year lease.  

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Joe Villeneuve:

    OK, let me try this again.

    1 - Refi makes it worse.  You could only get 70% of maybe 90k = 56,000 at a cost of around 260-270/month...which would leave you with about 30-40/mo or a max around 500/year in CF.  You would still have 34k in cash left in the deal, which means it will take you almost 70 years to recover it...and start making a profit on the cash flow.  Can you say "grandchildren"?

    2 - HELOC isn't any better.

    3 - If you did nothing, you will have spent 90k plus, with a CF of 3600/year.  That will only take you 25 years to recover your cash, but you would have 90k of your cash dead in the water.  At least the refi would get you a new 50k+ to reinvest with.

    4 - My choice would be to sell it, even if all you walked away with was 70k, and reinvest in in the next deal.  Let the next deal recover the 20k you left behind, and start profits from day one.

    Thank you Sir, appreciate your valuable input and apologize for the unclear post! 

  • Joe VilleneuvePro Member
    Plymouth, MI · Member since 2013 · 13k+ posts · 19k+ votes
    6y
    Originally posted by @Eli Ettinger:
    Originally posted by @Joe Villeneuve:

    OK, let me try this again.

    1 - Refi makes it worse.  You could only get 70% of maybe 90k = 56,000 at a cost of around 260-270/month...which would leave you with about 30-40/mo or a max around 500/year in CF.  You would still have 34k in cash left in the deal, which means it will take you almost 70 years to recover it...and start making a profit on the cash flow.  Can you say "grandchildren"?

    2 - HELOC isn't any better.

    3 - If you did nothing, you will have spent 90k plus, with a CF of 3600/year.  That will only take you 25 years to recover your cash, but you would have 90k of your cash dead in the water.  At least the refi would get you a new 50k+ to reinvest with.

    4 - My choice would be to sell it, even if all you walked away with was 70k, and reinvest in in the next deal.  Let the next deal recover the 20k you left behind, and start profits from day one.

    Thank you Sir, appreciate your valuable input and apologize for the unclear post! 

    CAP Rate is a commercial term. It doesn't include financing costs. This is residential. Use cash flow instead

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Joe Villeneuve:
    Originally posted by @Eli Ettinger:
    Originally posted by @Joe Villeneuve:

    OK, let me try this again.

    1 - Refi makes it worse.  You could only get 70% of maybe 90k = 56,000 at a cost of around 260-270/month...which would leave you with about 30-40/mo or a max around 500/year in CF.  You would still have 34k in cash left in the deal, which means it will take you almost 70 years to recover it...and start making a profit on the cash flow.  Can you say "grandchildren"?

    2 - HELOC isn't any better.

    3 - If you did nothing, you will have spent 90k plus, with a CF of 3600/year.  That will only take you 25 years to recover your cash, but you would have 90k of your cash dead in the water.  At least the refi would get you a new 50k+ to reinvest with.

    4 - My choice would be to sell it, even if all you walked away with was 70k, and reinvest in in the next deal.  Let the next deal recover the 20k you left behind, and start profits from day one.

    Thank you Sir, appreciate your valuable input and apologize for the unclear post! 

    CAP Rate is a commercial term. It doesn't include financing costs. This is residential. Use cash flow instead

    Got it. Thank you Sir. 

  • Rental Property Investor · Wrentham, MA · Member since 2019 · 137 posts · 104 votes
    6y

    If you are making $1k in rent and only $300 in profit where is the money going if you don't have a mortgage? Are you paying utilities? HOA? What are other two bedroom two bath condo's going for in your area? $1k a month for that condo sounds cheap.

  • Rental Property Investor · San Diego, CA · Member since 2013 · 3k+ posts · 4k+ votes
    6y

    lol, don't listen to them. CAP can be used on your property. But to answer your question:

    Since you own all cash, I'd STRONGLY consider putting debt on, and using that to continue to grow.

    If you can't get good debt (sub 5%, greater than 70%) then I'd sell and move to the next deal. 

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Cody L.:

    lol, don't listen to them. CAP can be used on your property. But to answer your question:

    Since you own all cash, I'd STRONGLY consider putting debt on, and using that to continue to grow.

    If you can't get good debt (sub 5%, greater than 70%) then I'd sell and move to the next deal. 

    Thank you Cody,

    I actually spoke to a credit union in TX a few weeks back. and with my credit I can get a loan at around 4+% . in TX one can take up to 80% of the money out.

    If I understood you correctly, it does fall within the numbers you have presented, and I should refi and invest the money forward in a much better deal obviously..

  • Belfast, Northern Ireland · Member since 2018 · 128 posts · 56 votes
    6y

    @Eli Ettinger

    I wouldn't refinance or heloc as that woukd only cut down already slim cash flow. I would either sell or hold, it is all dependant on how much cash you have on hand ready to buy your next deal.

    If you have enough cash for your next deal i would just keep this property and move on but if you don't i would sell and then put the cash from the sale into your next deal

  • Rental Property Investor · Member since 2019 · 62 posts · 46 votes
    6y

    @Eli Ettinger I'm no expert, but if you've deducted tax, insurance, vacancy,money set aside for repair, PM etc...and still profit $300/mth...I think it's a decent deal imo. I would just hold it since appreciation is 5% and maybe refi out later or HELOC to put money into next deal. I'm also interested in what others suggestions are. Thanks for sharing your situation so we can discuss and learn from it and hopefully help you out.

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Kalanie Tran:

    @Eli Ettinger I'm no expert, but if you've deducted tax, insurance, vacancy,money set aside for repair, PM etc...and still profit $300/mth...I think it's a decent deal imo. I would just hold it since appreciation is 5% and maybe refi out later or HELOC to put money into next deal. I'm also interested in what others suggestions are. Thanks for sharing your situation so we can discuss and learn from it and hopefully help you out.

    Hi Kalanie,

    Yes I have deducted all the above. The profit is after ALL Expenses.

    Thank you for your opinion! 

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Noah Mccurley:

    @Eli Ettinger

    I wouldn't refinance or heloc as that woukd only cut down already slim cash flow. I would either sell or hold, it is all dependant on how much cash you have on hand ready to buy your next deal.

    If you have enough cash for your next deal i would just keep this property and move on but if you don't i would sell and then put the cash from the sale into your next deal

    Thank you SIr!

  • Investor · West Palm Beach, FL · Member since 2016 · 62 posts · 27 votes
    6y
    Originally posted by @Noah Mccurley:

    @Eli Ettinger

    I wouldn't refinance or heloc as that woukd only cut down already slim cash flow. I would either sell or hold, it is all dependant on how much cash you have on hand ready to buy your next deal.

    If you have enough cash for your next deal i would just keep this property and move on but if you don't i would sell and then put the cash from the sale into your next deal

     Hi Eli, Noah is making a decent point. You need to look at your overall situation and your goals too. If you're a high income earner and can gather cash to invest in another place quickly, then sitting on it and taking the roughly 4% return might not be the end of the world, particularly if you get some appreciation too.

    If you need this particular cash to make other investments then I guess you should look at pulling it out per one of the suggestions on the thread. 

  • Member since 2018 · 24 posts · 15 votes
    6y
    Originally posted by @Tim Healey:
    Originally posted by @Noah Mccurley:

    @Eli Ettinger

    I wouldn't refinance or heloc as that woukd only cut down already slim cash flow. I would either sell or hold, it is all dependant on how much cash you have on hand ready to buy your next deal.

    If you have enough cash for your next deal i would just keep this property and move on but if you don't i would sell and then put the cash from the sale into your next deal

     Hi Eli, Noah is making a decent point. You need to look at your overall situation and your goals too. If you're a high income earner and can gather cash to invest in another place quickly, then sitting on it and taking the roughly 4% return might not be the end of the world, particularly if you get some appreciation too.

    If you need this particular cash to make other investments then I guess you should look at pulling it out per one of the suggestions on the thread.

    Thank you TIm, When you say " Pulling it out" do you mean sell or refi? 

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