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DSCR

2 min read
Short answer
Debt service coverage ratio is net operating income divided by annual debt service. NOI of $30,000 against $24,000 of payments gives a DSCR of 1.25 — the property produces 25 percent more than the loan requires. Lenders use it to size investment property loans without underwriting the borrower's personal income.

Debt service coverage ratio is net operating income divided by annual debt service. It asks one question: does the property produce enough to pay its own loan?

NOI $30,000 ÷ debt service $24,000 = DSCR 1.25.

The property generates 25 percent more than the loan requires.

Reading the number#

Below 1.0 — the property does not cover its debt. The shortfall comes from the owner's pocket every month.

1.0 — exactly break-even, with no margin for a vacancy, a repair or a tax increase.

1.25 — the common lending benchmark, and roughly the point at which an ordinary bad year is survivable.

1.50 and above — comfortable, and usually reflecting either low leverage or a strongly performing asset.

Why lenders like it#

A DSCR loan underwrites the property rather than the borrower.

Conventional investment property lending examines the borrower's personal income, debt-to-income ratio and tax returns. For a self-employed investor with substantial deductions, or one who already holds several properties, that analysis produces a decline regardless of how well the properties perform.

DSCR lending asks whether the building covers the payment. That is a narrower question and, for an income property, a more relevant one.

The trade is price. DSCR loans generally carry higher rates and larger down payments than conventional financing, and frequently prepayment penalties.

Sizing a loan from it#

Work backwards.

Maximum annual debt service = NOI ÷ required DSCR.

NOI of $30,000 at a required 1.25 gives $24,000 a year, or $2,000 a month. From that payment, the rate and the amortisation term determine the loan amount.

That is the calculation that decides how much a property can borrow, and it is independent of what the buyer earns.

Where it goes wrong#

In the NOI, as always.

A DSCR of 1.25 computed on an NOI that omitted vacancy, reserves and management is not 1.25. Recalculate it on a defensible NOI and the same property may cover its debt only barely — which is the situation that produces investors funding shortfalls from savings and calling it a temporary problem.

Our DSCR calculator runs both directions: coverage from a given loan, and maximum loan from a required coverage.

Read it with cash-on-cash#

The two answer different questions and they check each other.

Cash-on-cash asks what the deal returns.

DSCR asks whether it survives.

A high return with thin coverage is a fragile deal. Coverage without return is a safe one that does not pay. Neither number alone tells you which you are looking at.

Common questions

What DSCR do lenders require?
It varies by lender and programme, and 1.25 is a common benchmark for investment property. Below 1.0 the property does not cover its own debt. Requirements tighten on riskier assets and loosen where the borrower brings other strengths.
How does a DSCR loan differ from a normal mortgage?
It underwrites the property rather than the borrower. Personal income and debt-to-income ratio are largely set aside in favour of whether the property's income covers the payment, which is why self-employed investors use them.
How do I work out the maximum loan?
Divide NOI by the required DSCR to get the maximum annual debt service, then work backwards from that payment at the offered rate and term. NOI of $30,000 at 1.25 supports $24,000 a year, or $2,000 a month.
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