Loan28
LOI TRAN · NMLS #454267
For Real Estate Investors

The property qualifies for the loan. Not you.

A DSCR loan asks one question: does the rent cover the payment? No tax returns, no W-2s, no personal debt-to-income calculation — just the property's own numbers. Here's exactly how that works, explained simply.

By Loi Tran, Licensed California Loan Officer, 11 years of mortgage experience, NMLS #454267
Before we start: this guide is educational and general. DSCR program terms, ratios, and rates vary by lender and change over time — verify your specific numbers directly with us before relying on them.

What's covered

  1. DSCR, explained like you've never heard the term
  2. What it actually takes to qualify
  3. A real worked example
  4. Who this is actually built for
  5. What makes California DSCR deals different

DSCR, explained like you've never heard the term

DSCR stands for Debt Service Coverage Ratio. That's a formal way of asking one simple question: does the rent this property brings in cover what it costs to own each month?

The math is genuinely this simple:

DSCR = Monthly Rent ÷ Monthly Payment (PITIA)
PITIA means principal, interest, taxes, insurance, and HOA dues if there are any — everything it actually costs to carry the property each month.

A DSCR of 1.0 means the rent exactly covers the payment — break-even. Above 1.0 means the property brings in more than it costs. Below 1.0 means it doesn't quite cover itself on paper, even if it's still a property worth owning for other reasons.

Here's the part that actually matters to you: this ratio is calculated on the property, not on your personal finances. Your tax returns, your W-2, your personal debt-to-income ratio — none of it enters the picture. If the property's numbers work, the loan works, regardless of what your own income looks like on paper.

What it actually takes to qualify

A genuinely useful option most people don't know exists: No-Ratio

For experienced investors, some of our non-QM lending partners offer a "no-ratio" program — qualification based on your credit, the property's loan-to-value, and reserves, without using the DSCR ratio itself at all. If a property's numbers are close but not quite there, this is often the real solution, not a reason to walk away from the deal.

Through the programs we have access to, DSCR loan amounts go up to $4.5 million — genuinely high, well above what many lenders in this space offer. Ratio tiers and terms vary by program; confirm current numbers directly with us for your specific deal.

The "lower-of" rule — the single most important DSCR fact

If a lease says one rent amount and the appraiser's market-rent analysis says another, most programs qualify off whichever figure is lower — a conservative check against an inflated lease. Underwrite your own expectations that way from the start.

A real worked example

Say you're looking at a $650,000 rental property in California, renting for a realistic $3,800/month, with 25% down.

ItemAmount
Loan amount (75% LTV)$487,500
Principal & interest (7.0%, 30yr)$3,243/month
Property tax (est.)$650/month
Insurance (est.)$150/month
Total PITIA$4,043/month
Monthly rent$3,800
DSCR0.94

This is genuinely realistic, and worth showing honestly rather than picking an example that always works out perfectly: at 25% down, this specific property lands at 0.94 — just under the break-even line. Putting more down helps, but not dramatically: even at 40% down, the same property only reaches 1.12, still short of the 1.20-1.25 range that unlocks the strongest terms.

This is exactly the scenario the No-Ratio program exists for. A property like this one — a genuinely reasonable deal that doesn't hit the top ratio tier no matter how much is put down — can often still be financed through a no-ratio structure, qualifying on credit, LTV, and reserves instead. Don't assume a sub-1.0 property is unfinanceable; it depends entirely on which program fits.

Who this is actually built for

The investor scaling past 10 properties

Conventional financing effectively caps out around 10 financed properties under standard agency rules. DSCR loans have no such ceiling — if you're past that point, or planning to be, this is often the only realistic path to keep growing.

The short-term rental owner

Airbnb and VRBO income has historically been difficult for conventional lenders to evaluate consistently. Current DSCR programs are increasingly built specifically to underwrite short-term rental income directly, rather than forcing it into a long-term-lease box it doesn't fit.

The BRRRR investor

Buy, rehab, rent, refinance, repeat — a strategy that depends on speed. DSCR lenders aren't bound by the 12-month seasoning rule conventional agency guidelines require, which matters directly to how fast you can pull cash back out and move to the next deal.

The self-employed investor

If your tax returns already work against you for your own home, they'll work against you for a rental property too. DSCR sidesteps that completely for the investment property itself — your personal income never enters the calculation.

See our self-employed mortgage solutions guide →

What makes a California DSCR deal different

Insurance cost genuinely changes the math here more than in most states. In wildfire-exposed areas, insurance premiums — including FAIR Plan coverage where standard insurance isn't available — can be high enough to meaningfully move a property's DSCR. Get a real insurance quote before assuming a property clears the ratio you're targeting.

ADU rental income can count toward DSCR on many non-QM programs — some allow counting income from multiple ADUs on one property, a genuinely California-relevant detail given how common ADUs have become statewide. The unit has to be permitted; unpermitted square footage contributes nothing to qualifying income regardless of what it actually rents for.


Plain-English Glossary

DSCR (Debt Service Coverage Ratio)
Monthly rent divided by the property's total monthly payment — the single number that determines whether the property qualifies.
PITIA
Principal, interest, taxes, insurance, and association dues — everything that makes up the property's real monthly cost.
No-ratio program
A qualification path that doesn't use the DSCR ratio at all, based instead on credit, loan-to-value, and reserves.
Lower-of rule
When a lease and an appraiser's market-rent estimate disagree, most programs use whichever figure is lower for qualification.

Questions

DSCR stands for Debt Service Coverage Ratio. It's calculated as the property's monthly rental income divided by its total monthly payment (principal, interest, taxes, insurance, and HOA dues, known as PITIA). A ratio of 1.0 means the rent exactly covers the payment.
Most standard programs want at least 1.0, with 1.20-1.25 unlocking the strongest terms. Some programs allow ratios below 1.0 at a reduced loan-to-value, and no-ratio programs exist for experienced investors that don't use the ratio to qualify at all.
No. Unlike conventional financing, which caps investment property loans around 10 properties under standard agency guidelines, DSCR loans carry no portfolio maximum — each property is evaluated on its own.
Yes, many current DSCR programs are built specifically to underwrite short-term rental income, an area conventional lenders historically struggled to evaluate.

Run your own property's numbers

No credit pull, no personal info required to start — see what your deal looks like, then talk to me directly about your specific property.