Resources
Adjustable Rate Mortgages (ARMs) are loans whose interest rates can vary (adjust) during the loan term. These Adjustable Rate Commercial Property Loans usually have fixed interest rates for an initial period of time. Subsequently they interest rate “adjusts” based on the index used and the underlying current market conditions. The initial rate on an ARM is lower than on a fixed rate mortgage which allows you to afford and purchase a higher end commercial property.
Adjustable rate commercial mortgages are usually amortized over a period of 30 years. Initially the rate is fixed from 1 month to thirty (30) years. All ARM loans have a “margin” plus an “index.” Margins on loans range from 1.00% to 3.50%. This depends on the index and the amount financed in relation to the property value. Of course this goes along with a myriad of other potential factors. The index is the financial instrument that the ARM loan uses for its adjustments. These include: 1-Year Treasury Security, LIBOR (London Interbank Offered Rate), Prime Rate, 6-Month Certificate of Deposit (CD) and the 11th District Cost of Funds (COFI), to name a few.
Interest Rate Adjustments
When the time comes for the ARM to adjust, the margin will be added to the index. This new interest rate yield is typically rounded to the nearest 1/8 of one percent. That rate will then be fixed for the next adjustment period. This adjustment can occur every year, but there are factors limiting how much and how often the rates can adjust. These factors are called “caps.” Suppose you had a “3/1 ARM” with an initial cap of 2%, and a lifetime cap of 6%. Let’s say it also had and initial interest rate of 6.25%. Therefore, the highest rate you could have in the fourth year would be 8.25%. And, the highest rate you could have during the life of the loan would be 12.25%. Again, this is just an example.
Some commercial ARM financing has a conversion feature that would allow you to convert the loan from an adjustable rate to a fixed rate. There is a minimal charge to convert the loan. However, the conversion rate is usually slightly higher than the market rate that the lender could provide you at that time by refinancing.
Other Resources
- Adjustable Rate Mortgage
- Aircraft Financing Terms & Loan – Complete Guide
- Alienation Clause – Everything You Need to Know
- ARM Components
- ARV – After Repair Value – Everything You Need to Know
- Assignment Clause – Everything You Need to Know
- Average Daily Rate (ADR) Formula – Complete Guide
- Balloon Mortgages
- Blanket Mortgage
- Cap Rate Simplified for Commercial Real Estate (+ Calculator)
- Cash Coverage Ratio | Complete Guide + Calculator
- Cash Out Refinance on Investment Property – Complete Guide
- Closing
- Closing Costs
- CMBS Loans: Guide to Commercial Mortgage-Backed Securities
- Commercial Adjustable Rate Loan Indexes
- Commercial Real Estate Appraisals – Everything You Need to Know
- Commercial Real Estate Syndication – Ultimate Success Guide
- Contingency Reserve – Everything You Need to Know
- CRE Loans – What Nobody Tells You About Commercial Lending
- Cross Default – Everything You Need to Know
- Debt Service Coverage Ratio
- Debt vs Equity Financing
- Debt Yield
- DIP Financing
- EBITDA Margin – Ultimate Guide
- Effective Gross Income (+ Calculator)
- Equity Kicker – Everything You Need to Know
- Fixed Rate Loans
- Full Service Gross Lease – Everything You Need to Know
- Gap Funding Commercial Real Estate – Pros & Cons
- Glossary
- Ground Lease – Everything You Need to Know (+ Calculator)
- Guide to Floor Area Ratio, Floor Space Index & Plot Ratio
- Hard Costs vs Soft Costs – Commercial Real Estate Guide
- Hard Money vs Soft Money Loans in Real Estate
- How Much to Borrow
- Hybrid ARM
- Hypothecation Agreements – Everything You Need to Know
- Industrial Gross Lease
- Intercreditor Agreements – Everything You Need to Know
- Interest Only Mortgage
- Lines of Business
- Loan Defeasance
- Loan Proceeds – Everything You Need To Know
- Loan to Cost Ratio
- Loss to Lease – Everything You Need to Know
- Market Links
- Master Lease Agreements
- Master Planned Communities
- Mergers & Acquisitions Seller Intake Questionnaire
- Mergers & Acquisitions Buyer Intake Questionnaire
- Mini Perm Loan – Complete Guide
- MIRR Guide | Modified Internal Rate of Return (+ Calculator)
- Modified Gross Lease – Everything You Need to Know
- Mortgage Programs
- Net Effective Rent (+ Calculator)
- Net Income and NOI
- Net Leases (Single, Double, Triple)
- Operating Expense Ratio – Ultimate Guide (+ Calculator)
- Pari Passu – Everything You Need to Know
- Partially Amortized Loan – Complete Guide
- Potential Gross Income – Everything You Need to Know
- Preferred Equity in Real Estate – Complete Investor’s Guide
- Preferred Shares – Everything You Need to Know
- Processing
- Property Interest – Everything You Need to Know
- Recourse Loans – Complete Guide
- Restrictive Covenants – Everything You Need to Know
- Reverse 1031 Exchange – Everything You Need to Know
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