Rhfs

2024 RENTAL HOUSING FINANCE SURVEY

(RHFS)

ITEMS BOOKLET

Sponsored By:

DPINTRO

Description: Survey Introduction

Welcome to the 2024 Rental Housing Finance Survey (RHFS).

The purpose of the RHFS is to learn about the financial health of rental properties. We have randomly selected the address listed above to be included in the 2024 RHFS. Due to the scientifically random selection process, we only know that the address listed above is a rental property or is part of a rental property.

OWNCITY2, OWNSTATE2

Description: Contact Information

A. Please provide your contact information.

Name: Not on PUF

Title: Not on PUF

Email: Not on PUF

Phone: Not on PUF

Street Address: Not on PUF

City: Not on PUF

State: Not on PUF

Zip: Not on PUF

OWNMAN

Description: Are you currently the owner or manager?

B. Are you currently the owner, manager, or acting on behalf of the owner/manager of this rental property?

1. Yes

2. No

OWNCITY, OWNSTATE

Description: Current Owner or Manager Contact information

C. Please provide the name, address, and telephone number of the current owner, manager, or corporate office of this rental property.

Name: Not on PUF

Title: Not on PUF

Email: Not on PUF

Organization: Not on PUF

Street Address: Not on PUF

City: Not on PUF

State: Not on PUF

Zip: Not on PUF

Phone: Not on PUF

RENTAL

Description: Rental property confirmation

1. Is the property at this address a rental property?

Include properties that are rented or vacant but available for rent.

1. Yes

2. No

PROPPUB

Description: Operated by a public housing authority?

1a. Is this rental property operated by a public housing authority?

1. Yes

2. No

MILITOWN

Description: Owned by the military?

1a1. Is this rental property owned by the military or owned and operated by a separate entity on behalf of the military?

Do not include group quarters such as barracks.

1. Yes

2. No

PROPMH

Description: Part of a manufactured housing community?

1b. Is this rental property part of a manufactured housing community (manufactured/mobile homes)?

1. Yes

2. No

MHRNTLOT

Description: Manufactured home rent includes?

1b1. Does the monthly rent include the lot only, the manufactured home only, or both the lot and manufactured home?

Lot rent may include water, sewer, or other expenses.

1. Lot only

2. Manufactured home only

3. Both lot and manufactured home

PROPTOWN

Description: A series of townhomes or row houses?

1c. Is this rental property a series of townhomes or row houses?

1. Yes

2. No

PROPCON

Description: A condominium building?

1d. Does this rental property consist of individually owned condominium units?

1. Yes

2. No

COMPLEX

Description: Part of an apartment complex?

1e. Is {sample address} part of an apartment complex?

1. Yes

2. No

COMPLEXCITY, COMPLEXST

Description: Apartment complex contact information

1f. Please provide the apartment complex name and the main complex address, telephone number, email, and website.

Apartment Complex Name: Not on PUF

Street Address: Not on PUF

City: Not on PUF

State: Not on PUF

Zip: Not on PUF

Phone: Not on PUF

Email: Not on PUF

Website: Not of PUF

DPPROPID

Description: Rental property description

DP_1. The following series of questions is designed to collect the number of buildings, units, and addresses for the rental property that INCLUDES {sample address}.

For the purposes of this survey, we define your rental property as:

The building at {sample address} AND ANY OTHER BUILDINGS under the same first mortgage

Or

The building at {sample address} AND ANY OTHER BUILDINGS that are collectively owned as a single business.

Which of the following best describes the rental property?

1. The rental property is composed of a single residential building located at {sample address}

2. The rental property is composed of multiple residential buildings that are all located at {sample address}

3. The rental property is composed of multiple residential buildings at multiple addresses that includes the building(s) at {sample address}

4. Other

DPNUMADDR

Description: Total number of addresses

DP_2. Thinking about the ENTIRE rental property, how many addresses are at this rental property? Include {sample address} in your total. Do not include unit designations as separate addresses. Examples of unit designations include “APT 101” or “#2”.

____ Total Addresses

Not on PUF

Description: Property Identification Upload Document

DP_3. To accurately represent this rental property, please upload a document containing:

• all the addresses that comprise this rental property,

• the number of residential buildings at each address, and

• the number of residential units within each building.

Your document will be encrypted and uploaded to a secure server.

(Example)

Address 1

Building 1

Number of Units

Building 2

Number of Units

Address 2

Building 1

Number of Units

Building 2

Number of Units

Building 3

Number of Units

DPTOTBLDGSV

Description: Total number of residential buildings verification

DP_4V. According to public records, the entire rental property associated with {sample address} has a total of {insert total residential buildings from public records or previous RHFS data}.

Is this correct?

Include all residential buildings intended for occupancy. Exclude model homes.

1. Yes

2. No

NUMBLD_R

Description: Total number of residential buildings

DP_4. Thinking about the ENTIRE rental property, how many residential buildings are at the rental property associated with {sample address}?

Include all residential buildings intended for occupancy. Exclude model homes.

____ Total Residential Buildings

Not on PUF

Description: Property addresses

DP_5. Please provide the addresses and the number of buildings at each address for this rental property.

Include all residential buildings intended for occupancy. Exclude model homes.

Street Address: Not on PUF

City: Not on PUF

State: Not on PUF

ZIP Code: Not on PUF

Number of buildings at this address: Not on PUF

NUMUNITS_R

Description: Total units verification

DP_6V. According to public records, the entire rental property associated with {sample address} has a total of {insert number of units in the buildings from public records or previous RHFS data} residential units.

Is this correct?

Include units that are rented, available for rent, and occupied by the owner or property personnel. Exclude model units, stores, and office space.

A residential unit may be a house, an apartment, a condominium unit, a manufactured home, etc., that is considered to be separate living quarters. Separate living quarters are those in which the occupants live separately from any other individuals in the building and have direct access from outside the building or through a common hall.

1. Yes

2. No

NUMUNITS_R

Description: Number of units in buildings

DP_6. How many residential units are in each building at this address?

Include units that are rented, available for rent, and occupied by the owner or property personnel. Exclude model units, stores, and office space.

A residential unit may be a house, an apartment, a condominium unit, a manufactured home, etc., that is considered to be separate living quarters. Separate living quarters are those in which the occupants live separately from any other individuals in the building and have direct access from outside the building or through a common hall.

____Units in Building 1

____Units in Building 2

____Units in Building 3

____Units in Building 4

____Units in Building 5+

DPTOTUNITSV

Description: Total units verification

DP_7V. According to public records, the entire rental property associated with {sample address} has a total of {insert total number of units from public records or previous RHFS data} residential units.

Is this correct?

Include units that are rented, available for rent, and occupied by the owner or property personnel. Exclude model units, stores, and office space.

A residential unit may be a house, an apartment, a condominium unit, a manufactured home, etc., that is considered to be separate living quarters. Separate living quarters are those in which the occupants live separately from any other individuals in the building and have direct access from outside the building or through a common hall.

1. Yes

2. No

DPTOTUNITS

Description: Total number of residential units

DP_7. Thinking about the ENTIRE rental property, how many residential units are at the rental property associated with {sample address}?

Include units that are rented, available for rent, and occupied by the owner or property personnel. Exclude model units, stores, and office space.

A residential unit may be a house, an apartment, a condominium unit, a manufactured home, etc., that is considered to be separate living quarters. Separate living quarters are those in which the occupants live separately from any other individuals in the building and have direct access from outside the building or through a common hall.

____ Total Residential Units

NURSING, ASSIST, INDEP

Description: Services available (See Table)

DP_8. Does this rental property include residential units that are considered –

A nursing home? (NURSING)

These units are for people who receive constant supervision in a residential care home setting, a lot of help with all or most activities of daily living, or 24-hour nursing care.

1. Yes

2. No

3. Don’t Know

An Assisted Living facility? (ASSIST)

These units are for people who receive help with one or more activities of daily living in residential care homes. These activities may include bathing, getting dressed, toileting, grooming and medication management but 24-hour nursing care is NOT needed.

1. Yes

2. No

3. Don’t Know

A SENIOR Independent Living community? (INDEP)

These units are for seniors who can no longer maintain their private homes but are still independent in many ways. Housekeeping services and/or meals may be included services. These communities often have social activities and sometimes, off-site trips.

1. Yes

2. No

3. Don’t Know

NUMNURS, NUMASST, NUMIND

Description: Number of units receiving services

DP_9. Of the total units you reported, how many units:

	Number of Units
Receive nursing care services? (NUMNURS)
Receive assisted living services? (NUMASST)
Are considered as SENIOR Independent Living? (NUMIND)
Total of NUMNURS, NUMASST, NUMIND) TOTASST

UNITSTAT

Description: Occupancy status of single unit

2. Is this unit rented, vacant-for rent, occupied by owner or property personnel, or vacant for other reasons?

1. Rented

2. Vacant-for rent

3. Occupied by owner or property personnel

4. Vacant for other reasons

YROLDBLG_R

Description: Year oldest building constructed, verification

3aV. According to public records, we have recorded that the oldest residential building was constructed in {insert year from public records or previous RHFS data}

Is this correct?

1. Yes

2. No

YROLDBLG_R

Description: Year oldest building constructed

3a. In what year was the oldest residential building on this rental property constructed?

___ ___ ___ ___ YEAR

YRNEWBLG_R

Description: Year newest building constructed, verification

3bV. According to public records, we have recorded that the most recent residential building on this rental property was constructed in {insert year from public records or previous RHFS data}

Is this correct?

1. Yes

2. No

YRNEWBLG_R

Description: Year most recent building constructed

3b. In what year was the most recent residential building on this rental property constructed?

___ ___ ___ ___ YEAR

HOWACQ

Description: How property was acquired

4. Which one of the following best describes how you acquired the property?

“Substantial rehabilitation” means the renovation, alteration or remodeling of a building containing essentially uninhabitable residential rental units that require substantial renovation in order to conform to contemporary standards for decent, safe, and sanitary housing. Substantial rehabilitation may vary in degree from gutting and extensive reconstruction to extensive improvements that cure substantial deferred maintenance. Cosmetic improvements alone such as painting, decorating and minor repairs, or other work which can be performed safely without having the units vacated, do not qualify as substantial rehabilitation.

1. I purchased the land then proceeded to develop new residential building(s) (including razing existing structures on the land).

2. I purchased the property in a condition that required capital investments to perform substantial rehabilitation of the residential building(s) so as to make them suitable for the rental market.

3. I purchased the property in a condition that did not require substantial rehabilitation to make it suitable for the target rental market.

YRPROPACQ_R

Description: Year property acquired

4a. In what year was this rental property acquired (if original owner, report year construction was completed)?

Please estimate if the actual year is not known.

___ ___ ___ ___YEAR

PURPRICE_R

Description: Purchase price

4b. What was the purchase price of this rental property?

$

.00

CASHDWN

Description: Cash down payment

4b1. Did you make a cash down payment when you purchased this rental property?

1. Yes

2. No

CASHDWNAMT

Description: Cash down amount

4b2. How much was the cash down payment when you purchased this rental property?

$

.00

MRKTVAL_R

Description: Current market value

4c. What do you estimate is the current market value of this rental property?

$

.00

HOWMVAL

Description: Basis for current market value

4d. Which of the following best reflects how you determined your estimate of the current market value?

1. Local tax assessment of this property

2. Selling or asking price of similar properties in area

3. Recent real estate appraisal

4. Original purchase price plus inflation

5. Original purchase price plus improvements and inflation

6. Insurance replacement cost

7. Capitalization of current rental revenues

8. Other, specify

APPRWAIVER

Description: Property appraisal required?

4e. When you applied for financing to purchase this property, were you required to obtain a property appraisal?

1. Yes

2. No

3. Did not apply for financing

VARIABLE NAMES:

Table: Variable names are displayed in the table.

BROOMSV

BROOMS

Description: Number of units by occupancy status – for multi-units (2+ units)

Number of units rented, vacant for rent, occupied by property owner, occupied by property personnel, and vacant for other reasons.

TOTRENTVAC: Total number of units for rent or vacant-for rent

BROOMSV: Number of bedrooms verification for single units

BROOMS: Number of bedrooms for single units

5. Of the residential units reported, how many belong to each of the following categories?

	Efficiency or studio (no bedrooms)	1 bedroom	2 bedrooms	3 or more bedrooms	Total
Rented	Not on PUF	Not on PUF	Not on PUF	Not on PUF	TRENOC_R
Vacant-for rent	Not on PUF	Not on PUF	Not on PUF	Not on PUF	TRENVA_R
Occupied by the property owner	Not on PU F	Not on PUF	Not on PUF	Not on PUF	TOWNOC_R
Occupied by property personnel	Not on PUF	Not on PUF	Not on PUF	Not on PUF	TEMPOC_R
Vacant for other reasons	Not on PUF	Not on PUF	Not on PUF	Not on PUF	TOTHVA_R
Total residential units	TO_BED0 Not on PUF	T0_BED1 Not on PUF	TO_BED2 Not on PUF	TO_BED3 Not on PUF	TOBEDT Not on PUF

Or

According to public records, we have recorded (reported from

other source) bedroom for this residential unit? Is this correct?

BROOMSV

1. Yes

2. No

Or

How many bedrooms are in this residential unit?

___ Bedrooms BROOMS

VARIABLE NAMES:

Table: Variable names are displayed in the table.

Description: Total number of units by occupancy status – for multi-units (2+ units)

Total number of units rented, vacant for rent, occupied by property owner, occupied by property personnel, and vacant for other reasons.

Total number of efficiency or studio (no bedrooms), one-bedroom, two-bedroom, or three or more bedroom units.

TOTRENTVAC: Total number of units for rent or vacant-for rent

5a. The total number of residential units reported does not match the total reported in this item.

Please review and correct the occupancy status totals and the number of bedroom totals to match the total number of units reported OR back up and correct the total number of units.

Occupancy Status	Number of Units
Rented	TRENOC_R
Vacant-for rent	TRENVA_R
Occupied by the property owner	TOWNOC_R
Occupied by property personnel	TEMPOC_R
Vacant for other reasons	TOTHVA_R
Total residential units by occupancy status

Number of Bedrooms	Number of Units
Efficiency or studio (no bedrooms)?	TO_BED0 Not on PUF
One-bedroom units?	T0_BED1 Not on PUF
Two-bedroom units?	TO_BED2 Not on PUF
Three or more bedroom units?	TO_BED3 Not on PUF
Total residential units by number of bedrooms	TOBEDT Not on PUF

LOWRENT

Description: Lowest asking rent

5a. What is the lowest monthly rent, including asking rent, for vacant units?

Record the total rent received including amounts from vouchers.

$

.00

HIRENT

Description: Highest asking rent

5b. What is the highest monthly rent, including asking rent, for vacant units?

Record the total rent received including amounts from vouchers.

$

.00

VARIABLE NAMES:

RENT

Table: Variable names are displayed in the table.

Description:

RENT: Monthly rent for single units

Table for 2+ units: Rented or vacant for rent units offered at each level of rent per month.

6. What is the rent per month?

$

.00

RENT

Or

Of the residential units identified as RENTED OR VACANT-FOR RENT, how many are offered at each level of rent per month?

	Efficiency or studio (no bedrooms)	1 bedroom	2 bedrooms	3 or more bedrooms	Total
No rent	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENTNO_R
$1 - $249	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENTLT249_R
$250 - $274	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT274_R
$275 – $299	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT299_R
$300 - $349	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT349_R
$350 - $399	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT399_R
$400 - $449	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT449_R
$450 - $499	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT499_R
$500 - $549	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT549_R
$550 - $599	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT599_R
$600 - $649	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT649_R
$650 - $699	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT699_R
$700 - $749	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT749_R
$750 - $799	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT799_R
$800 - $899	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT899_R
$900 - $999	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT999_R
$1,000 - $1,099	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT1099_R
$1,100 - $1,249	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT1249_R
$1,250 - $1,499	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT1499_R
$1,500 - $1,999	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT1999_R
$2,000 - $2,499	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT2499_R
$2,500 - $2,999	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT2999_R
$3,000 - $3,499	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT3499_R
$3,500 – $3,999	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT3999_R
$4,000 - $4,499	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT4499_R
$4,500 - $4,999	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT4999_R
$5,000 or more	Not on PUF	Not on PUF	Not on PUF	Not on PUF	RENT5000_R
	BED0_R	BED1_R	BED2_R	BED3_R

PAYONLINE, PAYTHIRD, PAYAPP, PAYCHECK, PAYCASH, PAYOTH, PAYOTHSP

Description: How rental payments are received

6RENT_1.How do you receive the rental payments? Select all that apply.

1. Online payment (e.g., via property management platform) (PAYONLINE)

2. Third-party payment service (e.g., CVS, Grocery Store, etc.) (PAYTHIRD)

3. Payment app (e.g., Paypal, Venmo, Zelle) (PAYAPP)

4. Credit card (PAYCREDIT)

5. Check/Cashier’s check/Money order (PAYCHK)

6. Cash (PAYCASH)

7. Other – Specify (PAYOTH, PAYOTHSP)

LEASLNG

Description: Single Unit – Lease length

6a. Thinking about the typical lease length for this home, would you describe it as…

1. Long term (6 months or longer)

2. Short term (1 – 6 months)

3. Weekly (less than one month)

LNGTRMPRV

Description: Single unit – previously available for short-term or long term

6a1. In the last 12 months, was this rental unit previously offered as a long-term (6 months or longer) rental?

1. Yes

2. No

WEEKLNG

Description: Short-term daily/weekly lease rental availability

6b. Are any of your units offered as daily or weekly rentals?

1. Yes

2. No

WEEKLNGNUM

Description: Short-term daily/weekly lease rental unit count

6c. How many of your units are offered as daily or weekly rentals?

____ Units

NUMLNGTRMPRV

Description: Number of units previously available for long term

6d. In the last 12 months, how many of these {number of made available as daily/weekly

rentals} units were previously offered as long-term (6 months or longer) rentals?

____ Units

RENTAPPFEE, NORNTAPPFEE

Description: Amount of application fee

6e. What is the typical amount of the rental application fee?

If rental application fees are not the same across all units, provide the average fee

amount.

Rental application fees are collected by a landlord when the application is submitted to

cover the costs of processing the application. This fee may also cover a background

check and/or a credit report.

$		.00	RNTAPPFEE
	No application fee		NORNTAPPFEE

RNTAPPFEEWAIV

Description: Waived fee amount

6e1. Do you ever waive the rental application fee?

1. Yes

2. No

PCTFEEWAIV

Description: Percentage of Fees Waived

6e2. In the past year, what percentage of rental application fees did you waive?

_______ %

Description: Security deposit

6f. When tenants sign a lease, which of the following best reflects the equivalent amount of

the required security deposit? Check all that apply.

1. Less than 1 month’s rent (SECDEPAMT1)

2. 1 month’s rent (SECDEPAMTS)

3. Greater than 1 month’s rent (SECDEPAMT3)

4. No security deposit (SECDEPAMT4)

CONCSS

Description: Rent concessions

7a. Rent concessions are rent discounts offered by landlords to encourage new tenants to sign a lease. Do not include concessions or discounts for renewing a lease.

If a tenant rented one of the residential units today, what is the equivalent value of the rent concessions that you would be willing to offer to new tenants?

1. No rent concessions

2. Less than 1 month’s rent

3. 1 month’s rent

4. Greater than 1 month’s rent

CONCSSNUM

Description: Number of current tenants getting rent concessions

7b. How many current residential units received rent concessions as part of their current lease?

__________ Units

SENIOR

Description: Age restricted development

8. Are these buildings in a development that is age restricted to persons aged 55+?

1. Yes

2. No

RCONTROL, RCONTROLAHS

Description:

RCONTROL: Number of units that are rent controlled

RCONTROLAHS: Residential unit is rent controlled

9. Rent control or rent stabilization refers to laws or ordinances, not related to subsidy programs, that set maximum rental charges for residential housing.

Of the residential units, how many are subject to rent control or stabilization?

_____ Units RCONTROL

Or

Is this residential unit subject to rent control or stabilization?

RCONTROLAHS

1. Yes

2. No

OFFSTPARK, OFFSTPARKAHS

Description:

OFFSTPARK: Number of off-street parking spaces

OFFSTPARKAHS: Has off-street parking spaces

10. How many parking spaces are associated with the rental property?

Include all surface parking lots and garages.

_____ Spaces OFFSTPARK

Or

Is there a driveway or other space available for private parking?

OFFSTPARKAHS

1. Yes

2. No

IELEC, IGAS, IWATER, ISEWER, ITRASH

Description: Electricity/Gas, Fuel Oil/Water/Sewer/Trash utility as part of rent

11a. Are the following utilities included or not included in the rent?

Report for the MAJORITY of the buildings if the rental property contains several buildings with a mix of responses.

Report “Not included in rent” if the utility is billed to the renter but not included in the rent previously reported.

	Included in rent	Not included in rent	Not Available
Electricity IELEC
Gas/Fuel oil IGAS
Water IWATER
Sewer ISEWER
Trash ITRASH

ICABLE, IWIFI, IPOOL, IPARKING

Description: Cable of satellite TV/Internet or WiFi/Swimming pool/Parking amenity included

in the rent

11b. Are the following amenities included or not included in the rent?

Report for the MAJORITY of the buildings if the rental property contains several buildings with a mix of responses.

Report “Not included in rent” if the amenity is billed to the renter but not included in the rent previously reported.

	Included in rent	Not included in rent	Not Available
Cable or Satellite ICABLE
Internet or WiFi IWIFI
Swimming pool IPOOL
Off-street parking IPARKING

PROPANS

Description: Able to answer income and expenses questions for 2023

11c. You indicated that you purchased the rental property in 2023. Are you able to answer questions about the total income and expenses during 2023?

1. Yes

2. No

TOTCOLL

Description: Total rent collected during calendar year 2023

12a. What was the total amount collected from rent for all residential housing units on this rental property during calendar year 2023?

$

.00

COMMSPACE

Description: Commercial use space

13. Some rental properties receive income from commercial uses of the property. Examples include:

Rental income from nonresidential units or space such as a store or doctor’s office

Rental income from rooftop cellular towers

Rental income from advertisement signage attached to the building

Is there any space specified for commercial uses on this rental property (do not include rental/management office)?

1. Yes

2. No

RECCOMMREN

Description: Receive net rental income from commercial use

14b. During calendar year 2023, did this rental property receive rental income from a commercial use of the property (do not include rental/management office)?

1. Yes

2. No

COMMRENT

Description: Total receipts from commercial rent

14c. How much income did you receive from the commercial use of this rental property?

$

.00

MNGMNT

Description: Responsible for day-to-day management

15a. Who has the responsibility for the day-to-day management of this rental property?

Select only ONE response.

1. Property owner or unpaid agent of owner (such as a family member)

2. Management agent directly employed by owner

3. Management company

4 Other

HRSMNGMNT

Description: Hours owner spends on day-to-day management

15b. On a monthly basis, how many hours does the owner (or owner agent) spend in the management of this rental property?

_____ Hours

ADVERTISE

Description: Use of advertising

15c. Before your current tenant moved into this home, did you advertise this home as available for rent?

1. Yes

2. No

ADWEBSITE, ADONLINE, ADOTHONLINE, ADNEWSPAPER, ADAGENCY, ADAGENT

Description: Advertising methods

15d. We are interested in how you advertise apartments that are available for rent. Please answer yes or no to the following questions. Which of the following methods are used to advertise apartments that are available for rent?

	Yes	No	Don’t Know
A website dedicated solely to your rental property? ADWEBSITE
Online real-estate classifieds (Craigslist, Apartment.com, Realtor.com, Zillow, etc.)? ADONLINE
Other online advertisement (using a method such as Search Engine Marketing (SEM), Social Media Advertising, Banners)? ADOTHONLINE
A newspaper or other print publication, such as an apartment guide? ADNEWSPAPER
An apartment rental agency listing? ADAGENCY
A real estate agent? ADAGENT

MLS

Description: Advertised on MLS (Multiple Listing Service)

15e. Some houses listed with a real estate agent are placed on the Multiple Listing Service, or MLS for short. Was your home placed on the Multiple Listing Service (MLS)?

1. Yes

2. No

3. Don’t know

VARIABLE NAMES: Variable names are displayed in the table.

Description: Operating expenses incurred at this property

16. For this survey:

An operating expense is an expenditure that a business incurs in the course of performing normal business operations, such as, funds spent to maintain the rental property which may include repairs, services to maintain the rental property, taxes, and insurance.

A capital improvement is considered to be the addition of a permanent structural improvement, or the restoration of some aspect of a rental property, that will either enhance the rental property’s overall value or increase its useful life.

This next question asks about the operating expenses.

In calendar year 2023, how much did you spend on each of the following operating expenses for this rental property (do not include capital improvements)?

		Yearly Cost	Or	Not Applicable
Payroll costs for employees hired directly by owner OPPAY	$		.00
Real estate property taxes OPTAX_R
Insurance OPINSUR
Electric/ Gas/ Fuel Oil OPELGAS
Water/Sewer OPWTRSWR
Maintenance and repairs OPREP
Management company OPMNG
Other professional services (legal, accounting) OPROTH
Security OPSECUR
Grounds/ landscaping OPLAND
Any other operating expenses OPOTHEX
Total Operating Expenses OPEX_R	$		.00

VARIABLE NAMES:

Table: Variable names are displayed in the table.

CAPEX_R

Description:

Table: Capital improvements or upgrades/replacements made at this property

CAPEX_R: Total costs for your capital expenditures

17. The next question asks about the costs associated with any capital improvements.

A capital improvement is considered to be the addition of a permanent structural improvement, or the restoration of some aspect of a rental property, that will either enhance the rental property’s overall value or increase its useful life.

Exclude any amount spent on maintenance and repairs that was already reported.

During calendar year 2023, were any of the following capital improvements or upgrades/replacements made at this residential rental property? If so, what were their associated costs?

				Associated Cost		Or	Not Applicable
1.	Heating or air conditioning system CPHEATAMT	1. Yes 2. No	$		.00
2.	Roof CPRFAMT	1. Yes 2. No
3.	Windows CPWINAMT	1. Yes 2. No
4.	Doors CPDOORAMT	1. Yes 2. No
5.	Flooring/carpeting CPFLRAMT	1. Yes 2. No
6.	Exterior CPEXTAMT	1. Yes 2. No
7.	Plumbing system CPPLBAMT	1. Yes 2. No
8.	Electrical System CPELEAMT	1. Yes 2. No
9.	Kitchen facilities CPKITAMT	1. Yes 2. No
10.	Bathroom facilities CPBATAMT	1. Yes 2. No
11.	Handicapped/universal access CPACCAMT	1. Yes 2. No
12.	All other capital improvements or updates CPOTHAMT	1. Yes 2. No
	Total capital improvement Expenses (calculated and not entered by respondent) CAPEX_R

Or

Please enter the total costs for your capital expenditures. Please estimate if you do not have actual amounts available.

Costs

Total costs for capital expenditures CAPEX_R

$

.00

CPRESAMT_R

Description: Estimated capital reserves balance

17a. What is the estimated capital reserves balance for this rental property?

A capital reserve is an account that includes accumulated retained earning not paid out to equity investors that can be used to pay for expenses, foreseen and unforeseen, or to offset capital losses.

$

.00

OWNENT

Description: Current ownership entity

18. How would you best describe the current ownership entity?

1. Individual investor, including joint ownership by two or more individuals, such as a married couple

2. Trustee for estate

3. LLP, LP, or LLC

4. Tenant in common

5. General partnership

6. Real Estate Investment Trust (REIT)

7. Real estate corporation

8. Housing cooperative organization or stock cooperative

9. Nonprofit organization (including religious institution, labor union, or fraternal organization)

10. Other kind of institution

OWNOTHPROP

Description: Current ownership entity own other properties

18a. Does the {ownership entity from item 18} own other residential rental properties other than the property at {sample address}?

1. Yes

2. No

NUMOTHPROP

Description: Number of other properties

18b. How many other residential rental properties does the {ownership entity from item 18} own?

1. Fewer than 10

2. 11 – 100

3. 101 – 1,000

4. Over 1,000

NUMOTHUNITS

Description: Number of other units

18c. How many residential units are included in these other rental properties?

1. 1 – 10

2. 11 – 100

3. 101 – 1,000

4. More than 1,000

SUBSIDY

Description: HUD rental subsidy

19a. HUD provides rental subsidies for low-income tenants through a variety of programs, including the Housing Choice (Section 8) Voucher program and Section 8 Housing Assistance Payments (HAP).

Do any of the units or tenants receive HUD rental subsidies?

1. Yes

2. No

3. Don’t know

SUBSIDYNUM

Description: Number of HUD rental subsidy

19b. How many units receive a HUD rental subsidy or are occupied by a tenant who receives a HUD rental subsidy?

_____ Units

GOVBELOW, RSUBSIDY, ELDERLY, GOVGRANT, BENEOTH

Description: Government benefits received as a result of owning rental property

22. Does this rental property participate in any of the following FEDERAL Programs?

	Yes	No	Don’t Know
A federal government-sponsored, below-market interest rate loan GOVBELOW
A federal government rental subsidy OTHER than Section 8 payments to project or tenants RSUBSIDY
Housing for the elderly direct loan program (Section 202) ELDERLY
A government grant (HOME, CDBG, HOPE VI, SLFRF) HELP Link GOVGRANT
Other federal benefit BENEOTH

HELP Text:

The HOME Investment Partnerships Program (HOME) provides formula grants to states and localities that communities use - often in partnership with local nonprofit groups - to fund a wide range of activities including building, buying, and/or rehabilitating affordable housing for rent or homeownership or providing direct rental assistance to low-income people. HOME is the largest federal block grant to state and local governments designed exclusively to create affordable housing for low-income households.

 

The Community Development Block Grant (CDBG) Program provides annual grants on a formula basis to states, cities, and counties to develop viable urban communities by providing decent housing and a suitable living environment, and by expanding economic opportunities, principally for low- and moderate-income persons.

The HOPE VI Program was developed as a result of recommendations by National Commission on Severely Distressed Public Housing, which was charged with proposing a National Action Plan to eradicate severely distressed public housing. The Commission recommended revitalization in three general areas: physical improvements, management improvements, and social and community services to address resident needs.

The State and Local Fiscal Recovery Funds (SLFRF), authorized by the American Rescue Plan (ARP), delivers $350 billion to state, territorial, local, and Tribal governments across the country to support their response to and recovery from the COVID-19 public health emergency, including affordable housing development and preservation, rental assistance, mortgage aid, and services for unhoused people.

LOWINCTC

Description: Low-income housing tax credit program benefit

22a1. Does this rental property benefit from the FEDERAL Low-Income Housing Tax Credit Program (Section 42)?

1. Yes

2. No

3. Don’t know

LIHTCUNITS

Description: Number of units receiving low-income housing tax credit program benefit

22a2. How many units are income-restricted under the FEDERAL Low-Income Housing Tax Credit?

_____ Units

STLOWINC

Description: State Benefits Received

22b. Does this rental property benefit from State Low-Income Housing Tax Credit?

1. Yes

2. No

3. Don’t know

HISTORIC, LOWINCTEN, LOWINAREA, ECONDEVLP, OTHRCV

Description: Real estate tax reductions, abatements, or refunds received on this rental property

23. For calendar year 2023, have any LOCAL real estate tax reductions, abatements, or refunds been received on this rental property for any of the following reasons?

	Yes	No	Don’t Know
For historic preservation HISTORIC
Because this rental property houses low-income tenants LOWINCTEN
Because this rental property is in a low-income area LOWINAREA
Because this rental property is in a targeted economic development area ECONDEVLP
For some other reason OTHRCV

MORT_INTRO

The following section will ask about debt(s) on this rental property. This includes:

• A mortgage, deed of trust, or trust deed (including mortgages and refinanced mortgages that are backed by multifamily bond financing)

• A contract to purchase, land contract, or purchase agreement

• A home equity line of credit (HELOC) secured by this rental property or a home equity loan

• Some other loan secured by this rental property (do not include personal loans or consumer finance loans)

Please estimate if you do not have actual amounts available.

DEBT

Description: Property has mortgage or similar debt

24a. Is there a mortgage or similar debt on this rental property? Include mortgages that are backed by bond financing. Similar debt includes construction loans, blanket loans (for multiple properties), private investor loans, seller financing, and home equity loans, or HELOCs.

1. Yes

2. No

WHYNOMRT

Description: Why no mortgage or debt

24b. Why is there no mortgage or similar debt on this rental property?

1. I do not need a mortgage at this time

2. I have tried to get a mortgage, but was denied

3. Other

DEBTNUM

Description: Number of mortgages or similar debts

24c. How many mortgages or similar debts are on this rental property?

_____ Mortgages or similar debts

DEBT1/ DEBT2/ DEBT3/ DEBT4

Description: Debt 1 type/Debt 2 type/Debt 3 type/Debt 4 type

25. For the purposes of this survey, we will be asking about your first four debts on this rental property.

Is the first debt (DEBT1) –

1. A mortgage, deed of trust, or trust deed (including mortgages and refinanced mortgages that are backed by multifamily bond financing)?

2. A contract to purchase, land contract, or purchase agreement?

3. A home equity line of credit (HELOC) or a home equity loan, secured by this rental property?

4. Some other loan secured by this rental property (not personal loans or consumer finance loans)?

Is the second debt (DEBT2) –

1. A mortgage, deed of trust, or trust deed (including mortgages and refinanced mortgages that are backed by multifamily bond financing)?

2. A contract to purchase, land contract, or purchase agreement?

3. A home equity line of credit (HELOC) or a home equity loan, secured by this rental property?

4. Some other loan secured by this rental property (not personal loans or consumer finance loans)?

Is the third debt (DEBT3) –

1. A mortgage, deed of trust, or trust deed (including mortgages and refinanced mortgages that are backed by multifamily bond financing)?

2. A contract to purchase, land contract, or purchase agreement?

3. A home equity line of credit (HELOC) or a home equity loan, secured by this rental property?

4. Some other loan secured by this rental property (not personal loans or consumer finance loans)?

Is the fourth debt (DEBT4) –

1. A mortgage, deed of trust, or trust deed (including mortgages and refinanced mortgages that are backed by multifamily bond financing)?

2. A contract to purchase, land contract, or purchase agreement?

3. A home equity line of credit (HELOC) or a home equity loan, secured by this rental property?

4. Some other loan secured by this rental property (not personal loans or consumer finance loans)?

Items 27 – 36 will cycle through up to four times depending on the number of debts or similar mortgages recorded in item 24c above. DEBT type is defined in Item 25 above.

YRMORT_R (Not on PUF)

Description: Year mortgage placed – 1^st debt, recode

27a_1. When did [DEBT1 type] on this rental property originate?

__ __ __ __ YEAR

MORTAMT (Not on PUF)

Description: Amount of original loan – 1^st debt, rounded

27b_1. What was the original amount on [DEBT1 type]?

$

.00

OUTBAL (Not on PUF)

Description: Outstanding balance – 1^st debt, rounded

27d_1. What is the outstanding balance on [DEBT1 type]?

$

.00

LNCRDTAMT (Not on PUF)

Description: Amount of HELOC or line of credit – 1^st debt, rounded

27e_1. How much was the HELOC or the home equity loan originally for?

$

.00

LNCRDTBAL (Not on PUF)

Description: Line of credit balance – 1^st debt, rounded

27f_1. What is the current balance on the HELOC or the home equity loan?

$

.00

APPVAL (Not on PUF)

Description: Original value at time of debt – 1^st debt, rounded

27g_1. What was the original value of this rental property at the time of [DEBT1 type]’s origination?

$

.00

MORTKIND

Description: Kind of current debt – 1^st debt

28_1. Is [DEBT1 type] on this rental property

1. A new mortgage that was placed when this property was acquired?

2. A refinancing of a previous loan?

3. A mortgage placed on a property previously owned free and clear of debt?

4. A construction loan converted to permanent financing?

5. The same mortgage that was assumed from the previous owner when this property was acquired?

GREENMORT

Description: Green Mortgage – 1^st debt

28a_1. Is [DEBT1 type] on this rental property an energy-efficiency mortgage (EEM)?

Energy-efficiency mortgages (EEM), also known as green mortgages, are home loans designed for financing energy-efficient homes and energy-efficient home improvements.

1. Yes

2. No

MORTGET (Not on PUF)

Description: Where debt obtained – 1^st debt

29_1. Where did you get [DEBT1 type] on this rental property?

1. Commercial bank or trust company

2. Savings and loan association, federal savings bank, mutual savings bank

3. Life insurance company

4. Mortgage bank or mortgage company

5. Credit union

6. Finance company (including consumer discount company, industrial bank, cooperative bank)

7. State or municipal government

8. State or local housing finance agency

9. Individual or individual’s estate

10. Other – Specify _____________

11. Don’t know

TERM

Description: Term of loan – 1^st debt

31a_1. What is the term of the loan on this rental property’s [DEBT1 type]?

___ ___ Years

LOCTYP

Description: Line of credit or home equity loan – 1^st debt

35aSCRN_1. Is this [DEBT1 type] a –

1. Home equity line of credit (HELOC)?

2. Home equity loan?

REGPAY

Description: Regular required payments – 1^st debt

35a_1. Are there regularly required payments on this rental property’s [DEBT1 type]?

1. Yes

2. No

PMTAMT (Not on PUF)

Description: Amount of regular required payment – 1^st debt

35b_1. For this rental property’s [DEBT1 type] what was the amount of the most recent regularly required payment, including tax and insurance, if required?

$

.00

PMTFREQ (Not on PUF)

Description: Frequency of regular payment – 1^st debt

35c_1. For this rental property’s [DEBT1 type], how often are these payments required to be made?

1. Biweekly (every 2 weeks)

2. Monthly

3. Quarterly

4. Other

RPIPRIN, RPIINT, RPIPRPINS, RPIPMI, RPIPRPTAX

Description: Regular payment includes principal, interest, property insurance, PMI, property taxes on debt – 1^st debt

35d_1. For this rental property’s [DEBT1 type] what does this regular payment include?

Principal RPIPRIN

1. Yes

2. No

3. Don’t know

Interest RPIINT

1. Yes

2. No

3. Don’t know

Property insurance RPIPRPINS

1. Yes

2. No

3. Don’t know

Private mortgage insurance (PMI) RPIPMI

1. Yes

2. No

3. Don’t know

Property taxes RPIPRPTAX

1. Yes

2. No

3. Don’t know

YRMORT2_R (Not on PUF)

Description: Year debt placed/assumed – 2^nd debt, recode

27a_2. When did [DEBT2 type] on this rental property originate?

__ __ __ __ YEAR

MORTAMT2 (Not on PUF)

Description: Amount of original loan – 2^nd debt, rounded

27b_2. What was the original amount on [DEBT2 type]?

$

.00

OUTBAL2 (Not on PUF)

Description: Outstanding balance – 2^nd debt, rounded

27d_2. What is the outstanding balance on [DEBT2 type]?

$

.00

LNCRDTAMT2 (Not on PUF)

Description: Amount of HELOC or line of credit – 2^nd debt, rounded

27e_2. How much was the HELOC or the home equity loan originally for?

$

.00

LNCRDTBAL2 (Not on PUF)

Description: Line of credit balance – 2^nd debt, rounded

27f_2. What is the current balance on the HELOC or the home equity loan?

$

.00

APPVAL2 (Not on PUF)

Description: Original value at time of debt – 2^nd debt, rounded

27g_2. What was the original value of this rental property at the time of [DEBT2 type]’s origination?

$

.00

MORTKIND2

Description: Kind of current debt – 2^nd debt

28_2. Is [DEBT2 type] on this rental property

1. A new mortgage that was placed when this property was acquired?

2. A refinancing of a previous loan?

3. A mortgage placed on a property previously owned free and clear of debt?

4. A construction loan converted to permanent financing?

5. The same mortgage that was assumed from the previous owner when this property was acquired?

GREENMORT2

Description: Green Mortgage – 2^nd debt

28a_2. Is [DEBT2 type] on this rental property an energy-efficiency mortgage (EEM)?

Energy-efficiency mortgages (EEM), also known as green mortgages, are home loans designed for financing energy-efficient homes and energy-efficient home improvements.

1. Yes

2. No

MORTGET2 (Not on PUF)

Description: Where debt obtained – 2^nd debt

29_2. Where did you get [DEBT2 type] on this rental property?

1. Commercial bank or trust company

2. Savings and loan association, federal savings bank, mutual savings bank

3. Life insurance company

4. Mortgage bank or mortgage company

5. Credit union

6. Finance company (including consumer discount company, industrial bank, cooperative bank)

7. State or municipal government

8. State or local housing finance agency

9. Individual or individual’s estate

10. Other – Specify _____________

11. Don’t know

TERM2

Description: Term of loan – 2^nd debt

31a_2. What is the term of the loan on this rental property’s [DEBT2 type]?

___ ___ Years

LOCTYP2

Description: Line of credit or home equity loan – 2^nd debt

35aSCRN_2. Is this [DEBT2 type] a –

1. Home equity line of credit (HELOC)?

2. Home equity loan?

REGPAY2

Description: Regular required payments – 2^nd debt

35a_2. Are there regularly required payments on this rental property’s [DEBT2 type]?

1. Yes

2. No

PMTAMT2 (Not on PUF)

Description: Amount of regular required payment – 2^nd debt

35b_2. For this rental property’s [DEBT2 type] what was the amount of the most recent regularly required payment, including tax and insurance, if required?

$

.00

PMTFREQ2 (Not on PUF)

Description: Frequency of regular payment – 2^nd debt

35c_2. For this rental property’s [DEBT2 type], how often are these payments required to be made?

1. Biweekly (every 2 weeks)

2. Monthly

3. Quarterly

4. Other

RPIPRIN2, RPIINT2, RPIPRPINS2, RPIPMI2, RPIPRPTAX2

Description: Regular payment includes principal, interest, property insurance, PMI, property taxes on debt – 2^nd debt

35d_2. For this rental property’s [DEBT2 type] what does this regular payment include?

Principal RPIPRIN2

1. Yes

2. No

3. Don’t know

Interest RPIINT2

1. Yes

2. No

3. Don’t know

Property insurance RPIPRPINS2

1. Yes

2. No

3. Don’t know

Private mortgage insurance (PMI) RPIPMI2

1. Yes

2. No

3. Don’t know

Property taxes RPIPRPTAX2

1. Yes

2. No

3. Don’t know

YRMORT3_R (Not on PUF)

Description: Year debt placed/assumed – 3^rd debt, recode

27a_3. When did [DEBT3 type] on this rental property originate?

__ __ __ __ YEAR

MORTAMT3 (Not on PUF)

Description: Amount of original loan – 3^rd debt, rounded

27b_3. What was the original amount on [DEBT3 type]?

$

.00

OUTBAL3 (Not on PUF)

Description: Outstanding balance – 3^rd debt, rounded

27d_3. What is the outstanding balance on [DEBT3 type]?

$

.00

LNCRDTAMT3 (Not on PUF)

Description: Amount of HELOC or line of credit – 3^rd debt, rounded

27e_3. How much was the HELOC or the home equity loan originally for?

$

.00

LNCRDTBAL3 (Not on PUF)

Description: Line of credit balance – 3^rd debt, rounded

27f_3. What is the current balance on the HELOC or the home equity loan?

$

.00

APPVAL3 (Not on PUF)

Description: Original value at time of debt – 3^rd debt, rounded

27g_3. What was the original value of this rental property at the time of [DEBT3 type]’s origination?

$

.00

MORTKIND3

Description: Kind of current debt – 3^rd debt

28_3. Is [DEBT3 type] on this rental property

1. A new mortgage that was placed when this property was acquired?

2. A refinancing of a previous loan?

3. A mortgage placed on a property previously owned free and clear of debt?

4. A construction loan converted to permanent financing?

5. The same mortgage that was assumed from the previous owner when this property was acquired?

GREENMORT3

Description: Green mortgage – 3^rd debt

28a_3. Is [DEBT3 type] on this rental property an energy-efficiency mortgage (EEM)?

Energy-efficiency mortgages (EEM), also known as green mortgages, are home loans designed for financing energy-efficient homes and energy-efficient home improvements.

1. Yes

2. No

MORTGET3 (Not on PUF)

Description: Where debt obtained – 3^rd debt

29_3. Where did you get [DEBT3 type] on this rental property?

1. Commercial bank or trust company

2. Savings and loan association, federal savings bank, mutual savings bank

3. Life insurance company

4. Mortgage bank or mortgage company

5. Credit union

6. Finance company (including consumer discount company, industrial bank, cooperative bank)

7. State or municipal government

8. State or local housing finance agency

9. Individual or individual’s estate

10. Other – Specify _____________

11. Don’t know

TERM3

Description: Term of loan – 3^rd debt

31a_3. What is the term of the loan on this rental property’s [DEBT3 type]?

___ ___ Years

LOCTYP3

Description: Line of credit or home equity loan – 3^rd debt

35aSCRN_3. Is this [DEBT3 type] a –

1. Home equity line of credit (HELOC)?

2. Home equity loan?

REGPAY3

Description: Regular required payments – 3^rd debt

35a_3. Are there regularly required payments on this rental property’s [DEBT3 type]?

1. Yes

2. No

PMTAMT3 (Not on PUF)

Description: Amount of regular required payment – 3^rd debt

35b_3. For this rental property’s [DEBT3 type] what was the amount of the most recent regularly required payment, including tax and insurance, if required?

$

.00

PMTFREQ3 (Not on PUF)

Description: Frequency of regular payment – 3^rd debt

35c_3. For this rental property’s [DEBT3 type], how often are these payments required to be made?

1. Biweekly (every 2 weeks)

2. Monthly

3. Quarterly

4. Other

RPIPRIN3, RPIINT3, RPIPRPINS3, RPIPMI3, RPIPRPTAX3

Description: Regular payment includes principal, interest, property insurance, PMI, property taxes on debt – 3^rd debt

35d_3. For this rental property’s [DEBT3 type] what does this regular payment include?

Principal RPIPRIN3

1. Yes

2. No

3. Don’t know

Interest RPIINT3

1. Yes

2. No

3. Don’t know

Property insurance RPIPRPINS3

1. Yes

2. No

3. Don’t know

Private mortgage insurance (PMI) RPIPMI3

1. Yes

2. No

3. Don’t know

Property taxes RPIPRPTAX3

1. Yes

2. No

3. Don’t know

YRMORT4_R (Not on PUF)

Description: Year debt placed/assumed – 4^th debt, recode

27a_4. When did [DEBT4 type] on this rental property originate?

__ __ __ __ YEAR

MORTAMT4 (Not on PUF)

Description: Amount of original loan – 4^th debt, rounded

27b_4. What was the original amount on [DEBT4 type]?

$

.00

OUTBAL4 (Not on PUF)

Description: Outstanding balance – 4^th debt, rounded

27d_4. What is the outstanding balance on [DEBT4 type]?

$

.00

LNCRDTAMT4 (Not on PUF)

Description: Amount of HELOC or line of credit – 4^th debt, rounded

27e_4. How much was the HELOC or the home equity loan originally for?

$

.00

LNCRDTBAL4 (Not on PUF)

Description: Line of credit balance – 4^th debt, rounded

27f_4. What is the current balance on the HELOC or the home equity loan?

$

.00

APPVAL4 (Not on PUF)

Description: Original value at time of debt – 4^th debt, rounded

27g_4. What was the original value of this rental property at the time of [DEBT4 type]’s origination?

$

.00

MORTKIND4

Description: Kind of current debt – 4^th debt

28_4. Is [DEBT4 type] on this rental property

1. A new mortgage that was placed when this property was acquired?

2. A refinancing of a previous loan?

3. A mortgage placed on a property previously owned free and clear of debt?

4. A construction loan converted to permanent financing?

5. The same mortgage that was assumed from the previous owner when this property was acquired?

GREENMORT4

Description: Green mortgage – 4^th debt

28a_4. Is [DEBT4 type] on this rental property an energy-efficiency mortgage (EEM)?

Energy-efficiency mortgages (EEM), also known as green mortgages, are home loans designed for financing energy-efficient homes and energy-efficient home improvements.

1. Yes

2. No

MORTGET4 (Not on PUF)

Description: Where debt obtained – 4^th debt

29_4. Where did you get [DEBT4 type] on this rental property?

1. Commercial bank or trust company

2. Savings and loan association, federal savings bank, mutual savings bank

3. Life insurance company

4. Mortgage bank or mortgage company

5. Credit union

6. Finance company (including consumer discount company, industrial bank, cooperative bank)

7. State or municipal government

8. State or local housing finance agency

9. Individual or individual’s estate

10. Other – Specify _____________

11. Don’t know

TERM4

Description: Term of loan – 4^th debt

31a_4. What is the term of the loan on this rental property’s [DEBT4 type]?

___ ___ Years

LOCTYP4

Description: Line of credit or home equity loan – 4^th debt

35aSCRN_4. Is this [DEBT4 type] a –

1. Home equity line of credit (HELOC)?

2. Home equity loan?

REGPAY4

Description: Regular required payments – 4^th debt

35a_4. Are there regularly required payments on this rental property’s [DEBT4 type]?

1. Yes

2. No

PMTAMT4 (Not on PUF)

Description: Amount of regular required payment – 4^th debt

35b_4. For this rental property’s [DEBT4 type] what was the amount of the most recent regularly required payment, including tax and insurance, if required?

$

.00

PMTFREQ4 (Not on PUF)

Description: Frequency of regular payment – 4^th debt

35c_4. For this rental property’s [DEBT4 type], how often are these payments required to be made?

1. Biweekly (every 2 weeks)

2. Monthly

3. Quarterly

4. Other

RPIPRIN4, RPIINT4, RPIPRPINS4, RPIPMI4, RPIPRPTAX4

Description: Regular payment includes principal, interest, property insurance, PMI, property taxes on debt – 4^th debt

35d_4. For this rental property’s [DEBT4 type] what does this regular payment include?

Principal RPIPRIN4

1. Yes

2. No

3. Don’t know

Interest RPIINT4

1. Yes

2. No

3. Don’t know

Property insurance RPIPRPINS4

1. Yes

2. No

3. Don’t know

Private mortgage insurance (PMI) RPIPMI4

1. Yes

2. No

3. Don’t know

Property taxes RPIPRPTAX4

1. Yes

2. No

3. Don’t know

ACCEPT

Description: HUD Vouchers

37. Has this property rented to a tenant with a HUD voucher in the past?

1. Yes

2. No

3. Don’t know