Subject-To Deal Analyzer for Real Estate Investors

Free Subject-To deal analyzer — model existing loan carry, entry cash, and monthly cash flow before you take title subject to the mortgage.

This subject-to deal analyzer compares existing loan carry, cash to seller at entry, and projected monthly cash flow before you acquire property subject to the existing mortgage — a common creative finance strategy when rates on the existing note beat today's market.

Subject-To deal analyzer

Compare existing loan carry, entry equity, and monthly cash flow on a subject-to acquisition.

Existing financing
Rental income

Monthly cash flow

Cash-on-cash

Equity capture

Verdict

Get your subject-to proforma worksheet

Cash flow summary is free. Submit your email for a printable worksheet with 12-month carry projection.

Click after submitting the form above. Your detailed schedule will appear on this page.

Subject-to cash flow formula

Monthly cash flow = Effective rent − existing PITI − extra taxes/insurance

Cash-on-cash = (Annual cash flow) ÷ cash to seller

When subject-to beats new financing

  • Existing note rate is below market (e.g. 3.5% FHA vs 7.5% DSCR refi)
  • Seller needs relief but loan is current — win-win on entry cash
  • Property is stabilized with rent above PITI — immediate positive carry
  • Exit plan is refi or sell before balloon or occupancy change triggers due-on-sale review

Worked example: Indianapolis SFR subject-to

Line itemAmount
Existing balance$178,000
PITI payment$1,285/mo
Cash to seller$8,500
Market rent$1,650/mo
Vacancy + maint (10%)−$165
Monthly CF~$200
Cash-on-cash~28% annual on entry

Related tools and programs

Pre-qualify for investment financing · (833) 264-7776

Subject-to transactions involve legal and due-on-sale considerations — consult a real estate attorney in your state. Calculator outputs are educational only.

Ready to fund your next deal?

Get pre-qualified in minutes. Speak with a lending specialist or start your application online.

Or call (833) 264-7776