True Blue Lending

Multifamily

Sized to the rent roll.

Five-plus unit multifamily financing — Fannie Mae, Freddie Mac, CMBS, bank, and bridge capital. Sized against actual T-12s, not spreadsheet fantasy.

The short version

Multifamily loans are commercial mortgages on 5-or-more-unit residential properties — apartment buildings, garden-style complexes, mid-rise, and high-rise residential. The two dominant lender channels are agency (Fannie Mae DUS and Freddie Mac Optigo) and non-agency (CMBS, bank balance-sheet, and debt funds). Agency wins on stabilized properties at moderate leverage; CMBS wins on larger non-recourse loans; bank wins on shorter-term flexibility; bridge wins on value-add or pre-stabilized assets.

Fannie Mae DUS Small Balance

$1M–$9M apartment loans through Fannie's small-balance channel

Fannie Mae's small-balance Delegated Underwriting and Servicing (DUS) program — the agency loan written for 5–50 unit apartments at $1M–$9M. Non-recourse (with standard carve-outs), 30-year amortization, 5/7/10/12-year fixed terms, and step-down or yield-maintenance prepay structures.

Underwriting centers on the property: 1.25× DSCR minimum (sometimes lower in high-quality markets), 80% LTV maximum, 90 days of stabilized operating history. Borrower side wants 1.0× minimum global DSCR (other real estate the borrower owns), $1M+ net worth, and $250K+ liquidity. SREO (schedule of real estate owned) gets reviewed but T-12 of the subject property is the lever.

Loan amount$1M – $9M
Property type5–50 unit apartments
Max LTV80% (75% on cash-out)
Min DSCR1.25× (sometimes 1.20× in tier-1 markets)
Term5, 7, 10, or 12-year fixed
AmortizationUp to 30 years
RecourseNon-recourse (standard carve-outs)
PrepayStep-down or yield maintenance

Right fit for

  • Refinance of a stabilized small apartment complex out of bank debt
  • Acquisition of garden-style apartments in tier-1 or tier-2 markets
  • 1031 exchange replacement property with agency long-term financing
  • Refinance of a value-add deal that's now stabilized at market rents

Freddie Mac Optigo SBL

Freddie's small-balance answer — $1M–$7.5M, fast close

Freddie Mac's Optigo Small Balance Loan (SBL) program. Functionally parallel to Fannie's DUS Small Balance with two structural advantages: faster closing (45 days is standard, 30 days possible) and a hybrid ARM option (5/15 or 7/13 — fixed for 5 or 7, then floating) that prices below the comparable fixed.

Underwriting standards mirror Fannie SBL — 1.20–1.25× DSCR, 75–80% LTV, non-recourse with carve-outs. Worth running the file through both agencies; usually 0.05–0.15% pricing spread that flips deal-by-deal.

Loan amount$1M – $7.5M (Top markets up to $10M)
Property type5+ unit apartments
Max LTV80% (75% on cash-out)
Min DSCR1.20–1.25×
Term5, 7, 10-year fixed; 5/15 or 7/13 hybrid ARM
AmortizationUp to 30 years
RecourseNon-recourse (standard carve-outs)
Closing speed30–45 days

Right fit for

  • Time-pressured acquisitions where a fast close beats the agency-pricing-leader question
  • Value-add refinances where the hybrid ARM lets the sponsor refinance again at year 5–7 without yield maintenance
  • Files that don't penciling at Fannie pricing — Freddie wins more often than people expect

Agency standard (above $7.5M)

Fannie DUS and Freddie Optigo at full institutional scale

Above the small-balance ceilings, Fannie Mae DUS and Freddie Mac Optigo write the standard agency multifamily loan — $7.5M to $250M+. Same agency take-out, deeper underwriting, longer amortization (up to 30 years), and structures (interest-only periods, supplemental loans, green-rewards pricing reductions).

Where institutional sponsors live. Pricing is the tightest in commercial real estate — typically 30–80 bps over the matched-maturity Treasury for 10-year fixed at 65% LTV on a stabilized A-class property. Fannie Mae Green Rewards / Freddie Mac Green Up Plus offer 10–30 bps further off for energy-and-water efficiency commitments.

Loan amount$7.5M – $250M+
Max LTV80% (75% on cash-out)
Min DSCR1.25× (lower in tier-1 markets with overlay)
Term5–30 year fixed; ARMs available
Interest-only1–10 years available on stabilized files
RecourseNon-recourse (standard carve-outs)
Green pricingFannie Green Rewards / Freddie Green Up Plus — 10–30 bps savings

Right fit for

  • Institutional sponsor refinancing a class-A garden-style complex
  • Mid-rise acquisitions in tier-1 markets
  • 1031 replacement property at significant scale
  • Green-rewards refinances tied to LEED or ENERGY STAR commitments

CMBS (commercial mortgage-backed securities)

Non-recourse fixed-rate from the conduit market

CMBS conduit loans — fixed-rate, non-recourse, securitized after closing into a commercial mortgage-backed security. The dominant non-agency option for stabilized multifamily above $5M. Pricing is set against the matched Treasury plus a market-clearing spread; the loan typically closes in 60–90 days.

Best when the property doesn't fit agency (mixed-use with significant commercial component, single-tenant exposure, market on the agency exclusion list) or when the sponsor wants longer interest-only or higher leverage than agency will write. Worst when the sponsor needs flexibility — CMBS prepayment is locked in via defeasance or yield maintenance, making early sale or refinance expensive.

Loan amount$5M – $250M+
Max LTV70–75%
Min DSCR1.25–1.40×
Term5, 7, or 10-year fixed
Amortization25–30 years (often with IO period)
RecourseNon-recourse (standard carve-outs)
PrepayDefeasance or yield maintenance
Closing speed60–90 days

Right fit for

  • Mixed-use multifamily that fails agency commercial-percentage tests
  • Properties in markets agency has flagged for concentration risk
  • Sponsors wanting longer interest-only than agency will write
  • Refinance of a maturing CMBS loan into a new CMBS loan

Bank / balance-sheet

Bank-held multifamily debt — recourse, but flexible

Local, regional, or national bank lending held on the bank's own balance sheet (not securitized, not sold to agency). Typical structure: 5-, 7-, or 10-year fixed (or fixed-then-floating hybrid) on a 25-year amortization, recourse on the principals, prepay with a step-down rather than defeasance.

Best for sponsors with a banking relationship who value flexibility — bank loans usually have softer prepayment, more willingness to negotiate covenants, and faster issue resolution post-close. Worst for sponsors who want maximum non-recourse leverage; banks almost always require some form of personal guaranty.

Loan amount$1M – $50M+
Max LTV70–75%
Min DSCR1.20–1.30×
Term5, 7, or 10-year fixed (often hybrid ARM)
Amortization20–25 years standard
RecourseRecourse to principals
PrepayStep-down (typically 3-2-1 or 5-4-3-2-1)

Right fit for

  • Sponsors with strong banking relationships at a regional or community bank
  • Properties that need shorter-term financing with the option to refinance later
  • Files where flexibility (covenants, prepay, post-close) matters more than leverage

Bridge to perm

Capital for value-add, lease-up, and pre-stabilized files

Short-term floating-rate financing for properties that don't yet meet permanent-loan stabilization thresholds — value-add acquisitions, lease-up, post-renovation properties below 1.20× DSCR, and condo-conversion pre-sale projects. 12–36 month terms, interest-only on the drawn balance, with a take-out commitment lined up before maturity.

Pricing structure: SOFR + 300–500 bps margin, with a fixed exit fee or extension fee. Sized to cost or to as-stabilized value. The exit is the entire game — every bridge loan is underwritten against what the perm refinance will look like 18–30 months out.

Loan amount$2M – $100M+
Max LTV75% as-stabilized / 80% loan-to-cost
Term12–36 months (often with extension options)
Rate structureSOFR + 300–500 bps floating
AmortizationInterest-only on drawn balance
RecourseNon-recourse for institutional; recourse for non-institutional
Take-outRequired commitment from perm lender pre-closing

Right fit for

  • Value-add acquisitions that need 12–18 months of capex + lease-up
  • Pre-stabilized lease-up after a major renovation
  • Condo-conversion projects pre-sale
  • Acquisitions where the seller financing is maturing before agency will close

Frequently asked

What people ask before they apply.

Plain-English answers to the questions we hear most often on multifamily scenarios. Have one we missed? Call (707) 583-3666.

What is the difference between Fannie Mae and Freddie Mac multifamily?

Both are agency multifamily lenders with broadly similar terms — 75–80% LTV, 1.20–1.25× DSCR, non-recourse fixed-rate at 5/7/10 year terms, 30-year amortization. Fannie's standard product is DUS (Delegated Underwriting and Servicing); Freddie's is Optigo. Differences: Freddie Optigo SBL has a hybrid ARM option Fannie SBL does not match. Fannie's Green Rewards and Freddie's Green Up Plus differ in efficiency-improvement requirements. Pricing typically swings 5–15 bps between them deal-to-deal — we run the file through both agencies and take the better quote.

How is multifamily DSCR calculated?

DSCR = Net Operating Income (NOI) ÷ Annual Debt Service. NOI = effective gross income (gross rents minus vacancy/concessions/credit loss) minus operating expenses (taxes, insurance, repairs, payroll, utilities, marketing, management fees, replacement reserves). Annual debt service = the new loan's P&I payments × 12. Most agency multifamily lenders want DSCR ≥ 1.25× — meaning NOI is at least 125% of the new mortgage payment. Bank lenders sometimes accept 1.20×; CMBS often requires 1.25–1.40× depending on property class.

What is non-recourse and what are the standard carve-outs?

Non-recourse means the lender's only recovery in default is the property itself — the borrower's personal assets are not at risk. "Standard carve-outs" (also called "bad-boy guaranties") create personal liability for specific borrower misbehavior: misappropriation of rents, fraud, intentional waste of the property, environmental contamination, voluntary bankruptcy filing, transferring title without lender consent. Stay clean and you stay non-recourse; commit a carve-out trigger and the lender can pursue you personally.

What is yield maintenance vs defeasance?

Both are prepayment-penalty structures designed to compensate the lender for lost interest. Yield maintenance is a calculated payment — the borrower pays the difference between the note rate and the matched-maturity Treasury, present-valued, on the prepaid balance. Defeasance is more complex: the borrower buys a portfolio of US Treasuries that produce the same cash flow as the remaining loan payments, and the loan obligation is "substituted" with that Treasury portfolio. Defeasance is the CMBS standard; yield maintenance is the agency standard. Both are expensive — typically 5–15% of the loan balance to break early in a falling-rate environment.

Can I do a cash-out refinance on a multifamily property?

Yes, but at tighter LTV than rate-and-term. Agency cash-out caps at 75% LTV (vs 80% for rate-and-term). CMBS cash-out caps at 70–75%. Bank cash-out varies — usually 70% LTV. Cash-out also adds 10–25 bps to the rate. The right structure depends on what the cash is for: stabilized refinance after value-add, deferred-maintenance funding, or sponsor distribution after a long hold.

How much down payment does a multifamily acquisition require?

Generally 20–25% on agency or CMBS (75–80% LTV). Bank financing usually 25–30%. Bridge can stretch to 80–85% loan-to-cost on the right deal. Beyond down payment, sponsors should plan for 9–12 months of operating reserves at closing, an interest reserve if the property isn't cash-flowing yet, and 2–4% of the loan amount in closing costs (origination, legal, title, third-party reports, lender legal).

How long does a multifamily loan take to close?

Agency (Fannie/Freddie SBL): 45–60 days standard, 30 days possible. Agency standard ($7.5M+): 60–90 days. CMBS: 60–90 days. Bank: 30–60 days depending on the bank's internal process. Bridge: 21–45 days. The biggest timeline drivers are third-party report turnaround (appraisal, environmental, engineering) and agency review for files above $5M. We line up third parties at term sheet so they're not the bottleneck.

What size multifamily property do you finance?

Anywhere from a 5-unit small balance ($1M loan amount minimum) up to institutional scale — $250M+ on a single asset, $1B+ portfolios. Below 5 units is residential investment (see /residential/investment). The sweet spot we close most often is 30–200 unit garden-style or mid-rise apartments at $5M–$50M loan amount, where agency and CMBS are both competitive.

Authoritative sources

Where the rules come from.

Independent references for everything claimed on this page. We cite primary sources so you can verify before you decide.

Fannie Mae — Multifamily Selling and Servicing Guide

Authoritative source for Fannie DUS multifamily eligibility, underwriting, and servicing.

Freddie Mac — Multifamily

Freddie Optigo program overview and lender directory.

CRE Finance Council

Trade association covering CMBS, bank, and debt-fund commercial real estate finance.

Mortgage Bankers Association — Commercial / Multifamily Research

Quarterly origination volumes, delinquency rates, and cap-rate research for commercial/multifamily.

NMLS Consumer Access

Verify True Blue Lending's license (NMLS #2380218).

Ready when you are

Send the rent roll.

Twenty-minute call. Send us the T-12, current rent roll, and offering memorandum (or your back-of-the-envelope numbers if you're earlier than that). We'll size the deal across Fannie, Freddie, CMBS, bank, and bridge in real time and tell you which channel wins on your specific property.

Prefer to talk first? Call (707) 583-3666