cash out refi for SFR in solo 401K?

cash out refi for SFR in solo 401K?

Investor · Thousand Oaks, CA · Member since 2016 · 126 posts · 47 votes

We bought a few SFR in OH with cash from our Solo 401K. They are rent out and cash flow well

Any suggestion on lenders who will do cash out refi? thanks

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Retirement Accounts Attorney · Southfield, MI · Member since 2017 · 3k+ posts · 1k+ votes
9y

@Amy Hu

A solo 401k can obtain a non-recourse loan for investing in real estate. For a list of lenders click here. 

The loan is to the solo 401k so it must be a non-recourse loan and the borrowed funds have to be used towards the purchase of the property that the lender will have recourse against. The lender will not have recourse against any other property owned by the solo 401k.

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  • Retirement Accounts Attorney · Southfield, MI · Member since 2017 · 3k+ posts · 1k+ votes
    9y

    @Amy Hu

    A solo 401k can obtain a non-recourse loan for investing in real estate. For a list of lenders click here. 

    The loan is to the solo 401k so it must be a non-recourse loan and the borrowed funds have to be used towards the purchase of the property that the lender will have recourse against. The lender will not have recourse against any other property owned by the solo 401k.

  • Solo 401k Expert · Anaheim Hills, CA · Member since 2012 · 18k+ posts · 6k+ votes
    9y

    @Amy Hu

    As George mentioned you can refinance those properties but the loan must be non-recourse. There are only select few nationwide lenders offering such financing. Each lender has their own requirements as to LTV, reserves, type of property, etc. When did you buy those and what is the price?

    If those are lower priced properties you may have a hard time getting a loan from larger lenders because if let's say the property is worth $60K but they have a minimum loan amount of $50K and require 70% LTV - you are out of luck. But I can think of one broker who might be able to help you. They work with private lenders and basically would broker this loan for you. They can do smaller loans and have pretty decent terms better than hard money, which would be your other option. Feel free to PM me and I'll share their contact with you.

  • Justin WindhamPro Member
    Banker · Nationwide · Member since 2015 · 4k+ posts · 1k+ votes
    9y

    @Amy Hu

    Just to be clear, is the Solo 401k the owner of the property, or did you borrow or distribute 401k funds to purchase the property outside of the plan?

  • Rapid City, SD · Member since 2017 · 2 posts · 0 votes
    9y

    First Western Federal Savings Bank : www.myiralender.com

    They specialize in Non-recourse lending to IRA/Solo 401ks. Plus quick response times.

  • Investor · Thousand Oaks, CA · Member since 2016 · 126 posts · 47 votes
    9y
    Originally posted by @Nick Conway:

    First Western Federal Savings Bank : www.myiralender.com

    They specialize in Non-recourse lending to IRA/Solo 401ks. Plus quick response times.

     Thank you!

  • Investor · Thousand Oaks, CA · Member since 2016 · 126 posts · 47 votes
    9y
    Originally posted by @Justin Windham:

    @Amy Hu

    Just to be clear, is the Solo 401k the owner of the property, or did you borrow or distribute 401k funds to purchase the property outside of the plan?

     Solo 401k is the owner of the property

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