Core concepts
Rate refi
Drop 75bps+ with 5+ year hold typically covers closing costs.
Cash-out refi
Extract trapped equity for redeployment; preserves 1031 deferral.
Term refi
Extend amortization for cash-flow relief on short-term debt.
Examples
- $300k loan: 1% drop = $3,000/yr savings; $6k closing = 24-month breakeven.
Practical applications
- Periodic portfolio refi audit.
- BRRRR exits.
- Equity redeployment cycles.
Common mistakes
- Refinancing into worse terms for cash extraction.
- Ignoring prepayment penalty timing.
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