$20M Multifamily Acquisition San Diego | Commercial Lending Solutions 

$20 Million Multifamily Acquisition in San Diego

By Trevor Damyan, Commercial Mortgage Broker at Commercial Lending Solutions

A $20M multifamily acquisition in San Diego represents a mid-market entry point for experienced investors looking to add stabilized or value-add assets in one of the nation's tightest rental markets. San Diego's consistent rent growth, strong employment base, and constrained supply make apartment acquisitions attractive to both institutional and semi-institutional sponsors. At this loan size, borrowers typically secure fixed-rate, 10-year amortizing debt in the 5.75 to 6.00 percent range, depending on property condition, sponsor experience, and leverage. Lender appetite remains solid for San Diego multifamily, particularly for well-positioned assets in coastal submarkets or strong inland locations like Mission Valley or La Jolla.

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What a $20M Multifamily Acquisition Capital Stack Looks Like

For a $20M acquisition in San Diego, the capital stack is almost always dominated by agency lenders or life companies executing standard DUS or portfolio loans at 60 to 70 percent LTV. Sponsor equity typically fills the remaining 30 to 40 percent, though experienced borrowers with strong co-investment partners can occasionally push leverage slightly higher. The choice between agency and life company execution hinges on timeline, leverage appetite, and sponsor balance sheet strength; agencies move faster but enforce stricter underwriting, while life companies offer flexibility on leverage and recourse but require longer commitment periods.

Capital Source Rate / Cost Size / LTV Notes
Agency (Freddie Mac or Fannie Mae DUS program) 5.75 to 6.00 percent fixed, 10-year Treasury plus 170 to 210 basis points $12M to $14M at 60 to 65 percent LTV Primary execution for stabilized or near-stabilized assets; 30-year amortization; non-recourse with standard carve-outs; 45 to 60 day close timeline
Life company balance sheet 5.85 to 6.25 percent fixed, 10-year Treasury plus 200 to 240 basis points $12M to $14M at 55 to 65 percent LTV Full recourse or limited recourse depending on sponsor strength; flexible hold periods and exit timing; 60 to 90 day close; interest-only periods of 3 to 5 years negotiable
Regional bank portfolio lending 5.90 to 6.35 percent fixed or floating, 10-year Treasury plus 210 to 260 basis points $8M to $12M at 55 to 70 percent LTV Balance sheet capacity allows faster turnarounds and sponsor relationship benefits; recourse typical; 45 to 75 day close; some banks require partial interest-only periods or rate floors
Sponsor equity co-investment Return on invested capital tied to property performance and refinance upside $6M to $8M at 30 to 40 percent capitalization Experienced sponsors often partner with institutional co-investors to reduce individual capital requirement; preferred equity structures common for secondary capital; holds leverage at conservative levels

Pricing reflects active CLS CRE quote pipeline as of April 2026. Specific deal pricing depends on sponsor, property, and structure.

Who Closes a $20M Multifamily Acquisition Deal

Typical sponsors executing $20M acquisitions in San Diego are experienced multifamily operators with at least three to five prior apartment deals and net worth exceeding $10M, often backed by established management platforms or limited partner bases. These borrowers are usually seeking either value-add repositioning opportunities (unit renovations, rent growth, operational efficiency) or stabilized purchases to anchor larger portfolio strategies. Motivation ranges from 1031 exchange execution to refinance capture on appreciated properties, with many sponsors targeting 5 to 7 year hold periods aligned with agency or life company prepayment windows.

A Real $20M Example

A sponsor acquired a 112-unit garden-style asset in the Clairemont submarket built in 2005 with a $19.2M DUS loan at 62 percent LTV and 5.82 percent fixed rate, secured on a 10-year amortization. The property was trading at an 4.8 percent cap rate with below-market in-place rents; the sponsor's business plan called for 8 to 12 percent annual rent growth over 3 years through modest unit upgrades and operational tightening. The lender structured a 2-year interest-only period to reduce near-term debt service and allow the sponsor flexibility during the initial repositioning phase. The borrower closed in 58 days, took occupancy at 89 percent, and executed a successful refinance 36 months later at improved debt service coverage, capturing 75 basis points of rate savings.

Anonymized. All deal references protect borrower and lender identity.

$20M Multifamily Acquisition San Diego FAQ

Most $20M acquisitions close in the $12M to $14M loan range at 60 to 65 percent LTV, with sponsor equity filling the gap. Experienced borrowers with strong balance sheets and prior agency debt can occasionally reach 70 percent LTV, but San Diego's competitive market and limited land supply tend to favor more conservative leverage. Agency lenders and life companies at this loan size rarely exceed 65 percent LTV for acquisitions of non-stabilized assets.
Indicative pricing for a stabilized or well-underwritten value-add acquisition sits in the 5.75 to 6.25 percent range depending on lender type, leverage, and sponsor strength. Agency execution typically runs 5 to 15 basis points tighter than life company or bank balance sheet loans. Rate moves 5 to 10 basis points higher for each 5 percent increase in leverage beyond 65 percent LTV.
Agency DUS is fastest (45 to 60 day close) and cheapest if your property is stabilized and your sponsor profile is institutional. Life companies offer better leverage and more flexibility on hold periods and recourse, making them ideal for value-add or longer-hold repositioning plays. Banks work best if you have prior relationship depth, need faster approvals on emerging opportunities, or want interest-only periods longer than 2 years.
Lenders prioritize debt service coverage ratio (typically 1.20x minimum for agency, 1.15x to 1.25x for life companies), LTV, and sponsor experience and net worth. Property-level metrics include occupancy (target 90 percent or higher for stabilized assets), rent growth trajectory, unit mix, and market position. Lenders also scrutinize lease rollover schedules, tenant quality, and any pending capital expenditures that might affect near-term cash flow.
Agency DUS loans typically close in 45 to 60 days from application to funding, with 20 to 25 days for underwriting and 15 to 20 days for appraisal and title review. Life company loans typically take 60 to 90 days, as they conduct more thorough financial review and often require longer sponsor conversations. Bank balance sheet loans can close in 45 to 75 days depending on existing relationship and documentation readiness.


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