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How to Secure the Best Semi-Commercial Mortgage Rates

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How to Secure the Best Semi-Commercial Mortgage Rates

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How to Secure the Best Semi-Commercial Mortgage Rates

Date

  • June 12, 2024

Category

Property Finance

Author

Joseph Lane

Securing the best semi commercial mortgage rates can be a complex task due to the unique nature of these properties, which combine both residential and commercial elements. At Mortgage Lane, we specialise in helping clients navigate this intricate process, ensuring they obtain the most favourable terms for their investments. This comprehensive guide will cover key factors lenders consider, including property valuation splits, lease covenants, loan to values (LTV), and specific scenarios we assist with. By understanding these factors, you can improve your chances of securing the best rates for your semi commercial mortgage.

 

Understanding Semi Commercial Mortgages

 

A semi commercial mortgage, also known as a mixed use mortgage, is designed for properties that have both residential and commercial components. These properties can include a variety of configurations, such as a shop with an apartment above, an office with a residential unit, or even more specialised combinations like a veterinary practice with a residence.

Key Factors Lenders Consider

  • Valuation Split in Favour of Residential
  • Separate Access for Residential and Commercial Units
  • Good Lease Covenants
  • Loan-to-Values (LTV)
  • Specific Scenarios and Challenges

 

Valuation Split in Favor of Residential

 

Some buy to let (BTL) lenders are willing to offer semi commercial mortgages if the valuation split favors the residential portion of the property by at least 50%. This means that the residential part must constitute at least half of the property’s overall value. This criterion helps lenders mitigate risk, as residential properties are often seen as more stable and easier to sell than commercial properties.

Example Scenario

Consider a property with a total value of £500,000. To meet the valuation split requirement, the residential part of the property must be worth at least £250,000. If the residential portion is valued higher, lenders might offer more competitive rates, reflecting the perceived lower risk.

 

Separate Access for Residential and Commercial Units

 

Lenders generally prefer properties where the residential and commercial units have separate access. This separation can simplify management, reduce conflicts between residential and commercial tenants, and enhance property value. If a property does not have separate access, lenders might view it as higher risk in repossession, potentially leading to slightly higher interest rates.

Example Scenario:

A building with a shop on the ground floor and an apartment above, each with its own entrance, is more attractive to lenders than a property where the residential tenant must pass through the commercial space to reach their unit. Separate access ensures better tenant privacy and security.

 

Good Lease Covenants

 

Lenders will closely examine the lease covenants associated with the commercial portion of the property. Good lease covenants provide stability and predictability in rental income, which is crucial for affordability assessments.

 

 

Key Aspects of Good Lease Covenants

Tenants in Situ for a Good Duration

Tenants who have been occupying the property for a considerable time indicate stability.

Rent Reviews

Regular rent reviews (e.g., every 3-5 years) ensure that rental income keeps pace with market rates.

Break Clauses

Few or no break clauses are preferred, as they provide more security for continuous rental income.

Long Lease Terms

Leases with 2-5 years remaining are favourable, as they assure continued rental income.

Strong Tenant Profile

Reputable and financially stable tenants reduce the risk of default.

Example Scenario

A commercial lease with a tenant who has been in situ for three years, has a five-year term remaining, and includes regular rent reviews is considered strong. Such covenants reassure lenders of reliable income streams, potentially leading to better mortgage rates.

 

Loan-to-Values (LTV) for Semi-Commercial Mortgages

The LTV ratio is a critical factor in determining the mortgage rate. It represents the loan amount as a percentage of the property’s value. For semi-commercial mortgages, LTV ratios typically range from 60% to 75%.

 

 

Impact on Rates

Higher LTV Ratios

Higher LTV ratios are riskier for lenders and often result in higher interest rates.

Lower LTV Ratios

Lower LTV ratios are seen as safer, potentially leading to lower interest rates.

Example Scenario

If you’re looking to borrow £300,000 on a property valued at £500,000, the LTV ratio would be 60%. This relatively low LTV ratio might attract more favourable mortgage rates compared to a higher LTV.

 

Scenarios We Assist With

At Mortgage Lane, we understand that every property and borrower is unique. We assist with a variety of scenarios, including those that might pose challenges to securing a semi commercial mortgage.

 

 

     

Not Experienced

For first-time investors or those with limited experience in property management, we provide guidance and support to help secure financing.

Weak Covenant on the Lease

Even with weaker lease covenants, we can help present a strong case to lenders, highlighting other strengths of the property or borrower.

No Separate Access

While separate access is preferred, we work with lenders who can accommodate properties without this feature, albeit at potentially higher rates.

Specific Property Types

We specialise in securing mortgages for diverse semi commercial properties.

Doctors and Veterinary Practices

Medical practices with residential units.

Pubs

Establishments with residential areas.

Offices

Office buildings with residential units.

Garages

Auto repair shops with living spaces.

Tenants Not Been In Situ Very Long

Properties with newer tenants might face scrutiny, but we help demonstrate the potential for stable income and secure favourable terms.

Lower Incomes

For borrowers with lower incomes, we assist in identifying lenders who are more flexible and understanding of varying financial situations.

One Utility for Both Units

Shared utilities can complicate financing, but we help navigate these challenges and find suitable lending options.

Kennels and Catteries Mixed with Residential

Combining pet services with living spaces.

Cafes and Takeaways

Food service businesses with living quarters.

Restaurants

Dining establishments combined with living spaces.

Shops

Retail spaces with attached residences.

QUESTIONS ON SEMI COMMERCIAL MORTGAGES

What is a semi-commercial mortgage?

A semi commercial mortgage is a loan designed for properties that have both residential and commercial components.

What is the typical loan-to-value (LTV) ratio for semi-commercial mortgages?

LTV ratios typically range from 60% to 75%.

What are good lease covenants for a semi-commercial mortgage?

Long lease terms, tenants in situ for a good duration, regular rent reviews, and strong tenant profiles.

Can first-time investors get a semi-commercial mortgage?

Yes, with the right guidance and support, first-time investors can secure semi-commercial mortgages.

Are higher interest rates common for semi-commercial mortgages?

Interest rates can be higher due to the mixed-use nature of the property, but favourable terms are possible with strong financials and lease covenants.

Can I get a semi-commercial mortgage with lower income?

Yes, there are lenders who consider lower incomes, especially if other aspects of the application are strong.

What if there is only one utility for both units?

Lenders may still consider the application, though it might affect the terms offered.

Can I get a semi-commercial mortgage for a veterinary practice?

Yes, veterinary practices with residential components are eligible for semi-commercial mortgages.

Are rent reviews important for lease covenants?

Yes, regular rent reviews ensure rental income remains in line with market rates, providing stability for lenders.

What are the challenges of securing a semi-commercial mortgage?

Managing mixed use properties, higher interest rates, and legal complexities.

What types of properties qualify for semi commercial mortgages?

Properties with a mix of residential and commercial spaces, such as a shop with an apartment above or an office with a residential unit.

Do lenders require separate access for residential and commercial units?

While separate access is preferred, some lenders will still finance properties without it, though rates may be higher.

How does the valuation split impact the mortgage rate?

A valuation split favouring residential (at least 50%) can lead to more favourable mortgage rates.

What if the tenants have not been in situ very long?

While longer tenancy is preferred, newer tenants can still be considered, especially with other strong property attributes.

What documentation is required for a semi-commercial mortgage application?

Proof of income, property valuation, lease agreements, and other financial documents.

How does shared utility impact the mortgage application?

Shared utilities can complicate the application, but we can help find lenders who accommodate these situations.

Are semi commercial mortgages available for kennels and catteries?

Yes, we can assist in securing mortgages for properties combining pet services with residential units.

What are the benefits of a semi commercial mortgage?

Flexibility, higher rental yields, and diversification of income sources.

Can cafes and takeaways qualify for semi commercial mortgages?

Yes, properties with food service businesses and residential units can qualify.

How can Mortgage Lane assist with semi commercial mortgages?

We provide expert guidance, access to specialist lenders, and tailored solutions to help you secure the best mortgage rates.

Speak to a Mortgage Advisor Today

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