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Eric Wells
Eric Wells

Buying First Apartment UPD



  • Thinking about how to budget for your first apartment can be a little intimidating, especially if you've never had a budget before. Thankfully, creating your budget is easier than you think and takes just four easy steps to get started. First, figure out your monthly income from your paychecks. From there, add up your monthly expenses and subtract them from your income. The more exact you can be, the more useful your budget will be. Add in a buffer for emergency and what-ifs, and then you have figured out your living expenses."}},"@type": "Question","name": "Do I need to have renters insurance?","acceptedAnswer": "@type": "Answer","text": "Renters insurance protects those who are renting a home or apartment by covering the losses caused by damage, theft, vandalism, and damage from smoke or wind. Renters insurance isn't required by law but most landlords will require you to get a policy. If your landlord offers their own rental insurance coverage check the agreement to see what is and what is not covered. Even though renters insurance isn't a requirement, it is in the best interest of someone renting to have a policy as an extra layer of protection in case something happens."]}]}] .cls-1fill:#999.cls-6fill:#6d6e71 Skip to contentThe BalanceSearchSearchPlease fill out this field.SearchSearchPlease fill out this field.BudgetingBudgeting Budgeting Calculator Financial Planning Managing Your Debt Best Budgeting Apps View All InvestingInvesting Find an Advisor Stocks Retirement Planning Cryptocurrency Best Online Stock Brokers Best Investment Apps View All MortgagesMortgages Homeowner Guide First-Time Homebuyers Home Financing Managing Your Loan Mortgage Refinancing Using Your Home Equity Today's Mortgage Rates View All EconomicsEconomics US Economy Economic Terms Unemployment Fiscal Policy Monetary Policy View All BankingBanking Banking Basics Compound Interest Calculator Best Savings Account Interest Rates Best CD Rates Best Banks for Checking Accounts Best Personal Loans Best Auto Loan Rates View All Small BusinessSmall Business Entrepreneurship Business Banking Business Financing Business Taxes Business Tools Becoming an Owner Operations & Success View All Career PlanningCareer Planning Finding a Job Getting a Raise Work Benefits Top Jobs Cover Letters Resumes View All MoreMore Credit Cards Insurance Taxes Credit Reports & Scores Loans Personal Stories About UsAbout Us The Balance Financial Review Board Diversity & Inclusion Pledge View All Follow Us




Budgeting Budgeting Calculator Financial Planning Managing Your Debt Best Budgeting Apps Investing Find an Advisor Stocks Retirement Planning Cryptocurrency Best Online Stock Brokers Best Investment Apps Mortgages Homeowner Guide First-Time Homebuyers Home Financing Managing Your Loan Mortgage Refinancing Using Your Home Equity Today's Mortgage Rates Economics US Economy Economic Terms Unemployment Fiscal Policy Monetary Policy Banking Banking Basics Compound Interest Calculator Best Savings Account Interest Rates Best CD Rates Best Banks for Checking Accounts Best Personal Loans Best Auto Loan Rates Small Business Entrepreneurship Business Banking Business Financing Business Taxes Business Tools Becoming an Owner Operations & Success Career Planning Finding a Job Getting a Raise Work Benefits Top Jobs Cover Letters Resumes More Credit Cards Insurance Taxes Credit Reports & Scores Loans Financial Terms Dictionary About Us The Balance Financial Review Board Diversity & Inclusion Pledge BudgetingHow to Get Your First Apartment9 Steps to Finding an Affordable Place to Live




buying first apartment



Thinking about how to budget for your first apartment can be a little intimidating, especially if you've never had a budget before. Thankfully, creating your budget is easier than you think and takes just four easy steps to get started. First, figure out your monthly income from your paychecks. From there, add up your monthly expenses and subtract them from your income. The more exact you can be, the more useful your budget will be. Add in a buffer for emergency and what-ifs, and then you have figured out your living expenses.


Renters insurance protects those who are renting a home or apartment by covering the losses caused by damage, theft, vandalism, and damage from smoke or wind. Renters insurance isn't required by law but most landlords will require you to get a policy. If your landlord offers their own rental insurance coverage check the agreement to see what is and what is not covered. Even though renters insurance isn't a requirement, it is in the best interest of someone renting to have a policy as an extra layer of protection in case something happens.


Over the last century, countless real estate investors have grown their wealth exponentially by buying apartment buildings. But, before they became successful investors, they all started as beginners, eager to purchase their first multifamily property.


Apartments can be notoriously difficult to manage, especially for first time owners. Many owners choose to outsource this to a property management company, which will likely charge between 10-20% of rents (though flat fee arrangements are also often available)


Most people purchasing a single-family home will do so through a real estate agent; and, similarly, most investors buying an apartment building will want to work with a commercial real estate broker. A good commercial broker can help you identify quality apartment properties in your area, will have a good understanding of real estate investment fundamentals, and may even be able to help you negotiate on the sale price.


Physical Needs Assessment/Property Condition Report/Engineering Report: This report looks at the current condition of an apartment property to determine when specific components will need to be repaired or replaced. This is used to calculate required replacement reserves, which are funds set aside each year for expected future repair costs. These reports may be requested by a variety of apartment lenders, but are most commonly required for HUD multifamily and Fannie Mae/Freddie Mac multifamily loans.


While it can be even harder to qualify for than an agency loan, the HUD 223(f) loan is the creme-de-la-creme of apartment purchase loans. While HUD does prefer more experienced borrowers, they offer LTVs up to 85% and DSCRs as low as 1.18x for market-rate properties, with higher LTVs and lower DSCRs for affordable properties. In addition, HUD offers its 221(d)(4) program for apartment construction and substantial rehabilitation, but these types of projects may not be ideal for a first-time apartment investor, and can be significantly more risky. All HUD multifamily loans are non-recourse, fixed-rate, and fully amortizing over 35+ years, making them a fantastic option for buy and hold investors.


For instance, a property with a market value of $750,000, and an NOI of $50,000 would have a cap rate of 6.6%. In general, higher cap rates are better; so, if you have to choose between two similar properties, one with a cap rate of 5%, and one with a cap rate of 7%, it would typically be best to choose the second. Despite this, cap rates are generally lower for newer apartment properties located in better areas, as these properties will have lower maintenance costs and may also have higher potential rent growth.


Contaminants/Health Risks: In addition to having shared utilities, older apartment complexes may contain contaminants such as asbestos or lead paint. These issues typically will need to be remediated by a new owner, which can be very expensive. Ordering an inspection early on in the decision-making process can help you determine whether a building has these issues, and, if so, how serious they are.


Plumbing Issues: Plumbing can be yet another issue faced by the owners of older apartment buildings. Repairs can be expensive, and additional contamination issues may arise if the building has lead pipes.


In general, all apartment investors should hire a professional real estate accounting firm through the duration of their holding period. This will help ensure that the sale and tax payment process goes off without a hitch. Investors interested in 1031 exchanges will need to hire a 1031 exchange company, and, for certain types of exchanges, an exchange accommodation titleholder.


The advantages of investing in an apartment complex include cash flow, leverage, tax incentives, equity growth, syndication/partnership potential, and supplementary income. The downsides of apartment complex ownership include time investment, local market factors, vacancies and tenant issues, liability, and maintenance expenses. Low liquidity is also a potential downside, as it can take several months to sell a multifamily property and closing can be a time-intensive process.


Owning an apartment complex can have a variety of tax benefits. Most notably, investors can take substantial mortgage interest and depreciation deductions, as well as deduct travel and utility costs, and other expenses. Additionally, investors may be able to take advantage of certain tax incentives, such as the Low-Income Housing Tax Credit (LIHTC). For more information on the tax implications of owning an apartment complex, please see Tax Benefits of Owning an Apartment Complex. 041b061a72


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