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Investor & DSCR financing with The Herbert Team

Loan Program

Your Tenants Qualify for the Loan.

DSCR loans qualify the property, not you. No tax returns, no debt-to-income calculation, no cap on how many properties you own — just whether the rent covers the payment.

Investor & DSCR: What You Need to Know

Conventional financing caps you at ten financed properties and punishes you for the write-offs that make real estate worth owning. DSCR lending looks at one question: does the rent cover the payment? If the ratio works, the loan works — regardless of what your Schedule E says or how many doors you already own.

Who This Is For

  • Investors who have hit conventional financing limits and need to keep buying
  • Buyers whose tax returns show low income because of depreciation and legitimate write-offs
  • Investors who want to vest title in an LLC for liability and estate planning reasons
  • Short-term rental owners using projected or documented platform income
  • Out-of-state and international investors buying into the Texas rental market

How It Works

Your Investor & DSCR Roadmap

No mystery steps, no waiting a week to hear back. Here is exactly how the process runs from first call to closing table.

  1. 1

    Run the DSCR on your target property

    We take market rent or an existing lease and divide it by the full monthly payment. A ratio of 1.0 means rent equals the payment; most programs want 1.0 to 1.25, and some allow below 1.0 with a larger down payment.

  2. 2

    Structure the vesting and entity

    If you are buying in an LLC, we confirm the operating agreement and organizational documents up front so title does not scramble at closing.

  3. 3

    Credit, reserves, and terms

    Credit score and reserves drive pricing and down payment. We confirm those and lock terms based on your target ratio and hold period.

  4. 4

    Appraisal with rent schedule and close

    The appraiser completes a market rent analysis alongside the valuation. That rent figure finalizes your DSCR, and we close — often in three to four weeks.

Key Benefits

Why Borrowers Choose This Program

No tax returns, no personal DTI

Qualification is based on the debt service coverage ratio: gross rent divided by principal, interest, taxes, insurance, and HOA. Your personal income never enters the calculation.

LLC vesting available

Title and the loan can be held in the name of your LLC, which conventional financing generally does not allow. That keeps your liability structure and your financing structure aligned.

No limit on financed properties

Conventional guidelines stop at ten financed properties. DSCR lenders do not impose that cap, which is what makes portfolio scaling possible past the first handful of doors.

Fast, document-light closings

Without tax returns and employment verification, the file is dramatically simpler. DSCR purchases regularly close in under 30 days, which matters when you are competing for a deal.

Run the Ratio

A Worked DSCR Example

The entire qualification decision comes down to one division problem. Here is what it looks like on a typical Central Texas rental.

$340,000 single-family rental · 25% down

Loan amount
$255,000
Principal and interest
$1,690 / month
Property taxes
$595 / month
Insurance
$145 / month
HOA dues
$40 / month
Total monthly payment (PITIA)
$2,470 / month
Market rent from appraisal
$2,850 / month
DSCR
1.15

A 1.15 ratio clears most program thresholds comfortably. Figures are illustrative only — actual taxes, insurance, rents, and payment will vary by property and are subject to underwriting.

DSCR vs. Conventional Investment

Two Very Different Underwriting Philosophies

Factor DSCR Loan Conventional Investment Loan
Income documentation None — property rent only Tax returns, W-2s, and pay stubs
Personal debt-to-income Not calculated Calculated and capped
Financed property limit Generally none Ten financed properties
Vesting Individual or LLC Individual only in most cases
Typical down payment 20%–25% 15%–25%
Typical pricing Above conventional Lowest available for investment property
Typical closing time 21–30 days 30 days

At a Glance

The Numbers, Plainly

Guidelines shown are general and current as of publication. Program availability varies by state, property, and borrower eligibility, and all loans are subject to full underwriting approval.

Minimum down payment
Typically 20%–25%
Typical credit score
660 minimum; best pricing at 720+
DSCR required
1.0–1.25 standard; sub-1.0 options with more down
Income documentation
None — no tax returns, no W-2, no DTI
Vesting
Individual or LLC
Property types
1–4 units, condos, and some short-term rentals

Myths & Misconceptions

Things People Believe That Cost Them Money

DSCR loans have terrible rates.

They price above conventional investment property loans, but the gap is narrower than most investors expect — and it is often outweighed by not being capped at ten properties or forced to show income you legitimately wrote off.

You need a signed lease to qualify.

A lease helps, but the appraiser’s market rent analysis can establish the income on a vacant property. That is how investors buy, renovate, and lease afterward.

DSCR is only for experienced investors.

Many programs accept first-time investors, though a few price better with documented experience. If this is your first rental, it is still a viable path.

Client Experience

“We thought we could not qualify because we were self-employed. Jason found a solution and got us into our dream home.”

Real Estate Investor

Austin, TX

Testimonials reflect individual experiences. Results vary and are not a guarantee of future outcomes.

Not sure this is your program?

That is what the free strategy call is for. Twenty minutes, no obligation, and you leave knowing which financing path actually fits your situation.

Book a Free Strategy Call

Questions

Investor & DSCR FAQs

Let’s Solve Your Mortgage Situation.

Apply online in about 12 minutes, or grab a free 20-minute strategy call. Either way, you’ll leave knowing more than you do right now.

Or just call me directly — (760) 715-3434