LICENSED GC · TXINSURED1-YR WORKMANSHIP WARRANTYESTIMATE IN 48 HRS(972) 440-0738INFO@ZENCOREHOMES.COMLICENSED GC · TXINSURED1-YR WORKMANSHIP WARRANTYESTIMATE IN 48 HRS(972) 440-0738INFO@ZENCOREHOMES.COMLICENSED GC · TXINSURED1-YR WORKMANSHIP WARRANTYESTIMATE IN 48 HRS(972) 440-0738INFO@ZENCOREHOMES.COMLICENSED GC · TXINSURED1-YR WORKMANSHIP WARRANTYESTIMATE IN 48 HRS(972) 440-0738INFO@ZENCOREHOMES.COM
(972) 440-0738
Real Estate InvestingJune 2, 2026 · 7 min read

Understanding Mortgages and Financing Options for Investors

Financing an investment property works differently than financing a primary residence, and conflating the two is one of the most common first-time investor mistakes. Higher down payments, higher rates, and different qualification rules all apply once a lender knows the property will not be owner-occupied.

This gets more complicated on a ground-up custom home build, where a lender is underwriting a construction loan against plans and a builder's contract rather than an existing, appraised property in Fort Worth or elsewhere in the metro.

Financing Options Compared

Loan typeTypical down paymentBest for
Conventional investment loan20-25%Straightforward rentals with stable income to qualify
FHA / VA (owner-occupied only)0-5%House hacking a small multi-family you live in
DSCR loan (debt-service coverage ratio)20-25%Investors who cannot easily document personal income, qualifying off rent instead
Hard money10-20%, high ratesShort-term flips or rehab-heavy properties needing fast closing
Portfolio / commercial loanVaries, often 25-30%Investors scaling past the conventional loan limit (typically 10 properties)

Rate Expectations vs. a Primary Home Loan

Investment property rates typically run 0.5-1.0 percentage points higher than a primary residence rate, and lenders often require higher cash reserves (2-6 months of payments) on top of the down payment. This is standard across the industry, not a red flag on any individual lender, whether you are buying in Plano or anywhere else in DFW.

What Financing Question Do Beginners Get Wrong Most Often?

Beginners frequently assume their construction or renovation budget can be rolled into a standard purchase loan the way it might on a primary-home renovation loan. Most conventional investment loans do not include rehab financing - that typically requires a separate renovation loan product, a HELOC, or cash, and needs to be planned for upfront, not discovered mid-transaction.

Pro tipWhichever loan you use, get your renovation costs quoted before closing, not after. Several loan programs, including DSCR and renovation loans, require a documented contractor estimate as part of underwriting.

Financing a DFW investment property that needs work? Get a free, documented construction estimate for your lender.

Get a Free Estimate

Ready to start your project?

We serve Dallas, Fort Worth, Plano, Frisco, McKinney, Allen, Prosper, and surrounding DFW cities. Free on-site estimate with no obligation.

Get a Free Estimate

Serving all of DFW

DallasFort WorthPlanoFriscoMcKinneyAllenProsperSouthlakeKellerRockwallArlingtonCelina

Keep reading

Tell us about your project.