Deal Analysis - Multi-Family in Charlotte, NC

Deal Analysis - Multi-Family in Charlotte, NC

Investor · Charlotte, NC · Member since 2016 · 2 posts · 0 votes

Dear Fellow BP Members - I am a part time investor (did 3 SFR deals so far) venturing into MFR for the first time and would appreciate any insights you can provide.

Information for the MFR (all units combined)

  • Property Price - $450,000
  • Age - 11 years old.
  • Tax - 1.5% annually
  • HOA - $900/month (HOA is responsible for everything exterior, so no roof expenses etc..)
  • Rental Income / month - $5000
  • Vacancy (assumption) - 1 month / year
  • Cap Ex / Maintenance (assumption) - $600/month
  • Macro market is definitely good in the Charlotte area - although, I wouldn't like to factor in any appreciation.

2 questions for the community : 

When I did my math, the deal sounds 'okay' to me? What's your viewpoint?

Since this is a 5-plex, would I need a commercial loan?

Would greatly appreciate any insights. Thank you! 

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  • Rental Property Investor · WY · Member since 2016 · 243 posts · 221 votes
    9y

    Hi @Harsha K. -

    I can only talk about the commercial loan: Yes, you'll need one. Anything >4 units will require that. The better part is that will make it more about the asset as opposed your personal credit.

    As far as the deal, the HOA seems super high to me. Is there any upward potential for rents?

  • Real Estate Investor · Palm Beach County, FL · Member since 2017 · 3k+ posts · 2k+ votes
    9y

    @Harsha K. How are you paying for the property? What is your monthly PITI payment? 25% down? That is critical information in crunching the numbers and properly analyzing the deal.

  • Rental Property Investor · Charlotte, NC · Member since 2017 · 16 posts · 2 votes
    9y
    1. What is the monthly cash flow. 2. How long are the leases with current rent roles 3. What about other expense. 4. How is the community around
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