Investment

Buying a Multifamily Property in California: Financing Guide

3 min read
BM

Bill McCoy

|Licensed Mortgage Broker

CA DRE #01212512 | 15+ years experience

Multifamily properties are the fastest way to build wealth through real estate in California.

Buy a duplex with 5% down. Live in one unit. Rent the other. Your tenant pays most (or all) of your mortgage.

I'm Bill McCoy, CA mortgage broker (DRE #01212512). I've financed dozens of California multifamily deals. Here's how to do it.

The 2-4 Unit "House Hack" Strategy

The loophole: If you live in one unit, it's owner-occupied financing -- even though it's an investment property.

Benefits:

  • 3.5% down (FHA) or 5% down (conventional)
  • Lower interest rates (owner-occupied rates)
  • No landlord experience required

Requirements:

  • Must live there for at least 12 months
  • Property can't exceed 4 units

After 12 months: Move out, rent all units, buy another multifamily and repeat.

See FHA vs conventional comparison

Broker's Tip: This is how I started. Bought a duplex in 2012 with FHA 3.5% down ($15K), lived in one unit, rented the other for $1,400/month. My payment was $1,600. I paid $200/month to live in California. After 2 years, moved out, rented my unit for $1,500. Property cash-flowed $300/month while I lived elsewhere.

Financing Options by Property Size

2-4 Units (Small Multifamily)

Owner-Occupied: FHA 3.5% down / Conventional 5% down / VA 0% down (if veteran)

Investment (Don't Live There): Conventional 25% down / DSCR 20-25% down

5+ Units (Commercial Multifamily)

Commercial Loans: 25-30% down, based on property's NOI, shorter terms (5-10 year balloons), higher rates (7.5-9%)

DSCR Loans: 25-30% down, based on DSCR ratio (1.25+ typically), 30-year fixed available

Real Numbers: California Duplex Purchase

Example: Duplex in Riverside

Get Your Free Rate Quote

See current rates and get a personalized quote in minutes. No credit check required.

CA DRE #01212512 | Free, no-obligation quote

  • Purchase price: $650,000
  • Down payment (5% conventional): $32,500
  • Loan: $617,500 at 6.75%
  • Monthly payment (PITI): $4,350

Rental income: Unit 2 rented at $2,200

Your housing cost: $4,350 - $2,200 = $2,150/month

vs. renting a similar unit: $2,800/month. You save $650/month while building equity.

How to Qualify

Income: Lender counts 75% of market rent on rented units toward your income. Example: $80K income + $2,200 rent x 75% = $99,800 effective qualifying income.

Credit Score: FHA 580 min (620 for best rates) / Conventional 620 min / DSCR 660-680 min

Reserves: Owner-occupied 2-6 months / Investment 6-12 months per property

California Markets for Multifamily

Best for cash flow: Inland Empire, Central Valley, Sacramento area, smaller coastal cities (Ventura, parts of San Diego)

Appreciation but low cash flow: San Francisco, LA west side, OC coastal, Silicon Valley

Common Mistakes

  1. Overestimating rents -- use actual market comps, not Zillow estimates
  2. Underestimating expenses -- budget for vacancies, maintenance, property management, capex
  3. Buying in rent-controlled markets without knowing rules -- LA, SF, Oakland have strict rent control
  4. Not screening tenants properly -- bad tenants = nightmare
  5. Violating the 12-month occupancy requirement -- don't cheat, it's mortgage fraud

FAQ

Can I buy a triplex with 5% down? Yes, if you live in one unit.

What if one unit is vacant? Lender uses market rent appraisal (75% of market rent).

Can I use a VA loan on a fourplex? Yes -- 0% down, live in one unit, rent the other 3.

Can I 1031 exchange into a multifamily? Yes, as long as it's held for investment.

Get Multifamily Financing

Whether you're house-hacking your first duplex or buying a 20-unit building, we can help.

Get Your Free Quote

Better Offers Inc | CA DRE #01212512

BM

Bill McCoy

|Licensed Mortgage Broker

CA DRE #01212512 | 15+ years experience

Bill McCoy is a California-licensed mortgage broker with over 15 years of experience helping homebuyers and real estate investors secure financing. Specializing in conventional loans, DSCR investor loans, and creative financing solutions for California properties.

Stay Updated on California Mortgage Rates

Get expert tips, rate updates, and exclusive insights delivered to your inbox.

No spam. Unsubscribe anytime. Your data is safe with us.

Related Articles

Get Your Free Quote

No credit check required

CA DRE #01212512 · NMLS #2787839 · Free, no-obligation quote