FHA/HUD Section 221(D)(4)
Construction or Substantial Rehabilitation of
Multifamily Properties
Eligible Properties
Market rate, low-to-moderate income and subsidized multifamily properties
Commercial Space
Limited to 25% of gross floor area and 15% of gross income. (Limits double in certain urban renewal areas under Section 220)
Recourse
Non-recourse
Use of Proceeds
New construction or substantial rehabilitation which is defined as:
a) Cost improvements more than higher of:
i. 15% of post-rehabilitated appraised value, or
ii. $15,000 per unit adjusted for local high cost factor, or
b) replacement of two or more major building components
Davis Bacon Wages
a) Payment of prevailing wages is required by HUD; wages are determined by the Department of Labor
Borrower
Single asset, special purpose entity, either for profit or non-profit
Loan Amount
No maximum (limited by loan parameters)
Interest Rate
a) Fixed for term of loan, determined by market conditions at time of rate lock (rate lock deposit is 1.00% and refunded at closing)
Mortgage Insurance Premium
0.65% due to HUD at closing and 0.65% annually thereafter, escrowed monthly (0.25%-0.35% for affordable properties and those with at least one unit under a project-based Section 8 HAP contract, 0.25% for properties with energy star ratings of at least 75)
Loan Parameters
Maximum loan amount will be the lesser of:
a. A percentage of replacement cost, including as-is value of land for new construction and as-is value of property for substantial rehabilitation, as follows: (i) 85 % for market rate transactions; (ii) 87% for affordable transactions; and (iii) 90% for projects with 90% of greater rental assistance
b. FHA mortgage statutory per unit limits adjusted for local high cost factor, or
c. An amount that achieves a minimum debt service coverage, as follows (i) 1.18x DSC for market rate properties; (ii) 1.15x DSC for affordable transactions; and (iii) 1.11x DSC for projects with 90% or greater rental assistance.
Cost of offsite improvements, FF&E, marketing, construction contingency and operating deficit reserve excluded from loan amount
Loan Term & Amortization
Construction loan period (interest-only), followed by 40-year permanent (fully amortizing)