Investment

Financing Your STR Purchase

Compare DSCR loans, conventional mortgages, and creative financing options. Understand what lenders look for and how to qualify.

11 min read Intermediate

Securing the right financing can make or break your STR investment. The loan you choose affects your cash flow, flexibility, and ability to scale. This guide covers every major financing option available to STR investors in 2025.

Loan Types Overview

Not all lenders understand short-term rentals. Many traditional banks still view STRs with skepticism. Here are your main options:

Loan Type Best For Typical Rate Down Payment
Conventional Primary/second homes, strong W-2 income 6.5-7.5% 10-25%
DSCR Investment properties, self-employed 7.5-9% 20-25%
Portfolio Unique situations, local bank relationships 7-8.5% 20-30%
Hard Money Quick closes, BRRRR strategy 10-14% 20-30%

Conventional Loans

Conventional mortgages offer the best rates but come with restrictions for STR properties.

Primary Residence

  • Lowest rates and down payments (3-5% possible)
  • Must live there for at least one year
  • Can rent out rooms or the property when traveling
  • House hacking strategy: live in one unit, STR the others

Second Home

  • 10-15% down payment typically
  • Must be in a vacation/resort area
  • Can rent when you're not using it
  • Some lenders restrict rental days (check terms carefully)
Important

Misrepresenting a property as a primary residence or second home when it's purely an investment is mortgage fraud. Be honest with your lender about your intentions.

Investment Property (Conventional)

  • 20-25% down payment required
  • Slightly higher rates than primary residence
  • Lenders may count 75% of projected rental income
  • Strict DTI (debt-to-income) requirements

DSCR Loans: The STR Investor's Friend

Debt Service Coverage Ratio (DSCR) loans qualify based on the property's income potential, not your personal income. This makes them ideal for:

  • Self-employed borrowers with complex tax returns
  • Investors who already own multiple properties
  • High-income earners with high DTI ratios
  • Scaling a portfolio beyond conventional loan limits

How DSCR Works

Formula

DSCR = Net Operating Income / Annual Debt Service
Most lenders require DSCR of 1.0-1.25 minimum (income covers 100-125% of mortgage payment).

DSCR Pros & Cons

ProsCons
No personal income verification Higher interest rates (1-2% more)
Close in LLC or personal name Larger down payment (20-25%)
No limit on number of properties May require appraisal with rental analysis
Faster underwriting (2-3 weeks) Prepayment penalties common

Other Financing Options

Portfolio Lenders

Local banks and credit unions that hold loans on their own books (don't sell to Fannie/Freddie). They have flexibility to create custom terms but may charge slightly higher rates.

Hard Money / Bridge Loans

Short-term loans (6-24 months) with high rates but fast closings. Best for:

  • Properties needing renovation before refinancing
  • BRRRR strategy (Buy, Rehab, Rent, Refinance, Repeat)
  • Auction purchases requiring cash-like speed

Seller Financing

The seller acts as the bank. Rare but powerful when available - can negotiate custom terms, lower down payments, and avoid traditional underwriting.

Home Equity (HELOC/Cash-Out Refi)

Use equity from your primary residence to fund STR purchases. Lower rates than investment property loans since it's secured by your home.

Tips for Qualifying

Qualification Checklist

  • Credit score 680+ (700+ for best rates)
  • 6+ months of reserves (mortgage payments in savings)
  • Stable income history (2 years for W-2, 2-3 for self-employed)
  • DTI under 43% for conventional (not required for DSCR)
  • Down payment sourced and seasoned (60-90 days in account)
  • Clean title and appraisal on the property

Required Documents

Gather these before applying to speed up the process:

  • Income verification: 2 years W-2s, tax returns, pay stubs (or none for DSCR)
  • Asset documentation: 2-3 months bank statements, investment accounts
  • Property documents: Purchase contract, property insurance quote
  • Rental projections: AirDNA report, comparable listings analysis
  • Entity documents: LLC operating agreement if purchasing in entity name
Pro Tip

Get pre-approved with 2-3 lenders before house hunting. This gives you negotiating power and helps you understand your true budget.

Find Agents Who Know STR Financing

Get matched with agents connected to STR-friendly lenders.

Get Matched Free