Investment Property · Requirements

Investment Property Loan Requirements in California

Financing a rental or investment property means bigger down payments and reserves than a primary home — but several loan types make it achievable.

MBReviewed by Mike Basti, Mortgage Broker & Founder · NMLS #377740
Quick Answer

Typical requirements: 20–25% down, credit usually 640–680+, cash reserves (often 6+ months), and either personal income (conventional) or the property’s cash flow (DSCR) to qualify.

Down payment, credit & reserves

Investment loans carry higher down payments (commonly 20–25%), stronger credit expectations, and reserve requirements. The upside: rental income can help you qualify, and DSCR loans skip personal-income documents entirely.

Which loan type fits

Three main paths: conventional investment loans (qualify on your income), DSCR loans (qualify on the property’s rent-to-payment ratio), and portfolio loans for investors scaling past conventional limits. We match the property and your goals to the right one.

RequirementTypical
Down payment20–25%+
Credit~640–680+
ReservesOften 6+ months
Qualify onYour income (conv.) or rent (DSCR)

Frequently asked questions

How much down do I need for a rental?

Commonly 20–25%. Lower down payments generally aren’t available for pure investment properties.

Can I qualify on the rent instead of my income?

Yes — a DSCR loan qualifies on the property’s cash flow, not your personal income or DTI.

Do I need reserves?

Usually — several months of payments in reserve is common for investment financing.

Save Financial is a California-licensed mortgage brokerage (NMLS #377740, DRE #01875766). Figures are illustrative for 2026 and not an offer of credit.

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