Final - 2024 RHFS Items Booklet_2023.09.11
2024 Rental Housing Finance Survey (RHFS)
Final - 2024 RHFS Items Booklet_2023.09.11
OMB: 2528-0276
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 |
|
Not on PUF |
Not on PUF |
Not on PUF |
Not on PUF |
TRENOC_R |
|
Not on PUF |
Not on PUF |
Not on PUF |
Not on PUF |
TRENVA_R |
|
Not on PU F |
Not on PUF |
Not on PUF |
Not on PUF |
TOWNOC_R |
|
Not on PUF |
Not on PUF |
Not on PUF |
Not on PUF |
TEMPOC_R |
|
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?
Yes
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?
Fewer than 10
11 – 100
101 – 1,000
Over 1,000
NUMOTHUNITS
Description: Number of other units
18c. How many residential units are included in these other rental properties?
1 – 10
11 – 100
101 – 1,000
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 – 1st debt, recode
27a_1. When did [DEBT1 type] on this rental property originate?
__ __ __ __ YEAR
MORTAMT (Not on PUF)
Description: Amount of original loan – 1st debt, rounded
27b_1. What was the original amount on [DEBT1 type]?
-
$
.00
OUTBAL (Not on PUF)
Description: Outstanding balance – 1st 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 – 1st 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 – 1st 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 – 1st 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 – 1st 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 – 1st 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 – 1st 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 – 1st 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 – 1st debt
35aSCRN_1. Is this [DEBT1 type] a –
1. Home equity line of credit (HELOC)?
2. Home equity loan?
REGPAY
Description: Regular required payments – 1st 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 – 1st 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 – 1st 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 – 1st 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 – 2nd debt, recode
27a_2. When did [DEBT2 type] on this rental property originate?
__ __ __ __ YEAR
MORTAMT2 (Not on PUF)
Description: Amount of original loan – 2nd debt, rounded
27b_2. What was the original amount on [DEBT2 type]?
-
$
.00
OUTBAL2 (Not on PUF)
Description: Outstanding balance – 2nd 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 – 2nd 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 – 2nd 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 – 2nd 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 – 2nd 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 – 2nd 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.
Yes
No
MORTGET2 (Not on PUF)
Description: Where debt obtained – 2nd 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 – 2nd 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 – 2nd debt
35aSCRN_2. Is this [DEBT2 type] a –
1. Home equity line of credit (HELOC)?
2. Home equity loan?
REGPAY2
Description: Regular required payments – 2nd 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 – 2nd 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 – 2nd 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 – 2nd 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 – 3rd debt, recode
27a_3. When did [DEBT3 type] on this rental property originate?
__ __ __ __ YEAR
MORTAMT3 (Not on PUF)
Description: Amount of original loan – 3rd debt, rounded
27b_3. What was the original amount on [DEBT3 type]?
-
$
.00
OUTBAL3 (Not on PUF)
Description: Outstanding balance – 3rd 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 – 3rd 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 – 3rd 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 – 3rd 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 – 3rd 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 – 3rd 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.
Yes
No
MORTGET3 (Not on PUF)
Description: Where debt obtained – 3rd 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 – 3rd 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 – 3rd debt
35aSCRN_3. Is this [DEBT3 type] a –
1. Home equity line of credit (HELOC)?
2. Home equity loan?
REGPAY3
Description: Regular required payments – 3rd 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 – 3rd 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 – 3rd 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 – 3rd 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 – 4th debt, recode
27a_4. When did [DEBT4 type] on this rental property originate?
__ __ __ __ YEAR
MORTAMT4 (Not on PUF)
Description: Amount of original loan – 4th debt, rounded
27b_4. What was the original amount on [DEBT4 type]?
-
$
.00
OUTBAL4 (Not on PUF)
Description: Outstanding balance – 4th 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 – 4th 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 – 4th 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 – 4th 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 – 4th 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 – 4th 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.
Yes
No
MORTGET4 (Not on PUF)
Description: Where debt obtained – 4th 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 – 4th 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 – 4th debt
35aSCRN_4. Is this [DEBT4 type] a –
1. Home equity line of credit (HELOC)?
2. Home equity loan?
REGPAY4
Description: Regular required payments – 4th 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 – 4th 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 – 4th 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 – 4th 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
| File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
| Author | Giovanni Y Jones |
| File Modified | 0000-00-00 |
| File Created | 2024-07-22 |
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