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The Key Elements of a Lease Option in Real Estate Investing

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The Key Elements of a Lease Option in Real Estate Investing
Shared by: mr doen
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posted:
11/19/2011
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Lease options are becoming a hit across the country once again. They have

always been prominent in areas where the median priced homes were fairly

stable, but now with large market declines they are becoming possible in

areas where they didn't work for years. All lease options contain key

elements that are essential to making them a win-win for all the parties

involved.The lease option is a combination of a rental lease and an

option contract to purchase a property at a specific price (strike price)

and for a specific time (expiration date). Investors can own a property

and lease option it to an end-buyer or the investor can lease option the

property from the original seller and re-lease option the property to the

buyer.The ability to lease option and re-lease option a property is one

way an investor can do deals with little or no money and collect a dual

or triple income stream on the property:a. the differential of the rent

paid to the original seller and the end-buyer, b. the non-refundable

option consideration (not a deposit) and c. the profit when the buyer

exercises the option and buys the property.In the above scenario, the

investor will make money even if the end-buyer does not exercise his

option to purchase the property because the non-refundable option

consideration is forfeited to the investor. The option consideration to

the original seller should be in the amount of $100 to $500, while the

option consideration from the buyer should be 3% to 5% of the purchase

price. In some areas of the country, a 3% option consideration is

difficult to get, however, this can be worked into the monthly rent

payments and held as a closing credit - if the end-buyer closes.The first

key to doing a lease option with a end-buyer is to do a lease that is

separate from the option agreement. This virtually insures that if the

investor (optionor) has to evict the buyer (optionee), he has a single

document to enforce in a court action. If the investor has a single

lease-option document, the court likely will favor the tenant (optionee)

and give him back his option consideration and allow him to break the

lease. Because of this, the investor should give the original seller a

single document lease option but use the dual documents with his end-

buyer.Other key elements of a lease option are: 1. The strike price

should increase after each 12 months of the option exercise period in the

range of 3% to 5% depending on market conditions in the area.2. The term

of the lease and option contract should be annual and renewable for 2 or

3 years.3. The buyer should be responsible for all repairs up to $2,000

and the original seller should be responsible for major mechanical

systems and repairs over $2,000. This way the investor has no financial

risk for repairs.4. The property should be insured for casualty losses

and the co-beneficiaries of the policy should be the investor and the

original seller. In case of a fire, if the original seller gets all the

insurance proceeds, he may not want to repair the property and the end-

buyer would look to the investor to make up the loss.5. The rent to the

original seller should be as nominal as possible - specifically 6% of the

strike price of the option contract. For example, if the strike price was

$100,000 the annual rent would be $6,000 or $500 a month. The property

should rent to the end-buyer for as close to twice this amount as

possible.6. The rent to the end-buyer should have nothing to do with

rental values in the neighborhood but should be based on what the

mortgage payment will be when the end-buyer gets financing in one or two

years. This is very important so the end-buyer doesn't balk at getting a

mortgage and moves on to continue renting elsewhere because he doesn't

want to pay a "high" mortgage payment.7. The investor's lease should

stipulate that his rent doesn't start until he re-leases the property and

will stop if the end-buyer stops paying his rent.8. The investor's lease

and option should have renewals at least twice as long as the buyer's

lease and option renewal periods, i.e. investor has a one-year lease

option with three renewals and his end buyer will get a 1 year lease

option with one renewal.In summary, lease options have always been

popular in various parts of the country. In some areas, the contract for

deed is more popular but it has disadvantages compared to lease options.

Investors looking to do deals with little or no money should look into

lease options.


Shared by: mr doen
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