Core concepts
Owner-occupant financing
FHA 3.5%, VA 0%, or conventional 5% down on properties up to 4 units.
Negative living expense
Tenant rent often covers PITI entirely, sometimes producing positive cash flow while you live there.
Velocity loop
After 12 months of occupancy, move out, rent your unit, and repeat with another low-down loan.
Examples
- FHA 3.5% duplex at $300k → $10.5k down; rent covers mortgage; repeat 12 months later.
Practical applications
- First investment for high-income W-2 employees.
- VA loan optimization for veterans.
- Geographic flexibility within job-portable careers.
Common mistakes
- Buying in markets where small MF doesn't pencil.
- Skipping inspection to win the offer.
- Treating the live-in property as 'not really an investment.'
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