Investment strategy first Financing built around the exchange
1031 DSCR Desk(844) 894-1031

Closing preparation

Replacement-Property Financing Checklist

Organize the property and transaction details a DSCR lender may need to review.

Investment property related to Replacement-Property Financing Checklist

A complete transaction snapshot lets the financing desk move from general strategy into an address-level review.

Replacement property

  • Property address and executed purchase contract
  • Purchase price, earnest money, and scheduled closing date
  • Property type, unit count, occupancy, and condition
  • Current leases, rent roll, or expected market rent
  • Taxes, hazard insurance, flood information, and HOA dues

Financing request

  • Requested loan amount or target leverage
  • Estimated exchange equity and additional cash
  • Preferred fixed, ARM, interest-only, or amortizing structure
  • Prepayment-penalty preference
  • Available reserves and entity vesting

Closing team

  • Qualified intermediary contact
  • Title and escrow contacts
  • Real estate agent or acquisition representative
  • Insurance contact
  • Independent tax and legal advisors
Keep the roles clear

The lender reviews financing. The qualified intermediary and independent advisors guide exchange structure, eligibility, identification, and tax reporting.

Call (844) 894-1031