Mortgage Navigator • Conventional • Rental Income

Schedule E rental income

For established rentals, tax-return cash flow often controls instead of simply taking 75% of the current lease.

Fannie cash-flow analysis

When the property is appropriately reported on Schedule E, Fannie calculates net rental cash flow using the tax return and allows specified add-backs such as depreciation, interest, HOA dues, taxes and insurance before dividing by the applicable number of months.

Months in service matter

Certain recently acquired, converted or renovated properties can be averaged over the documented months actually in service instead of automatically dividing by 12.

Freddie

Freddie similarly uses Schedule E for established non-subject rental property and allows lease-based calculation only in specified circumstances, such as when the property is not yet reflected on the applicable tax return or qualifying service interruptions occurred.

Practical lesson: a current lease higher than last year's Schedule E does not automatically let the lender throw out the tax-return history.

Official guide baseline

Fannie Mae Selling Guide · Freddie Mac Seller/Servicer Guide

Rental-income rules are transaction-, property-, ownership-history- and management-experience-specific. Current guide controls.