When Grant says **deal factor**, he is usually talking about the **annual debt factor** or **mortgage constant**.

When Grant says **deal factor**, he is usually talking about the **annual debt factor** or **mortgage constant**.

 **What Grant Means by “Deal Factor”**

When Grant says **deal factor**, he is usually talking about the **annual debt factor** or **mortgage constant**.

That is just a shortcut number banks use to answer this question:

**“For every $1 of loan, how much do I have to pay each year?”**

That’s it.

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# **Step 1 — Start with the property income**

Let’s use the same example:

* 4 units
* $2,100 rent each
* 12 months

Math:

4 × 2,100 = **8,400 per month**
8,400 × 12 = **100,800 per year**

So the building brings in:

**Gross income = $100,800**

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# **Step 2 — Subtract expenses**

Let’s say expenses are about **20%**

100,800 × 20% = **20,160**

Now subtract:

100,800 − 20,160 = **80,640**

That is your **NOI**

**NOI = $80,640**

This is the money left before debt.

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# **Step 3 — Bank wants a safety cushion**

The bank does not want all $80,640 going to the loan payment.

They want margin.

So they use **DSCR**

Example:

**DSCR = 1.25**

That means the property needs to make **1.25 times** the debt payment.

So to find the max annual debt payment:

80,640 ÷ 1.25 = **64,512**

So the bank says:

**“This property can support about $64,512 per year in debt payments.”**

---

# **Step 4 — This is where the deal factor comes in**

Now they ask:

**“If the property can pay $64,512 per year, how big of a loan does that support?”**

They use the **deal factor**.

Example deal factor:

**7%** or **0.07**

That means:

For every **$1 borrowed**, annual debt payment is about **7 cents**

Or:

For every **$100,000 borrowed**, annual debt payment is about **$7,000**

---

# **Step 5 — Calculate the loan**

Take the max annual debt payment:

64,512

Divide by the deal factor:

64,512 ÷ 0.07 = **921,600**

So the bank says:

**“Based on this income, I can lend about $921,600.”**

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# **The whole flow in one line**

Gross income
→ minus expenses
→ NOI
→ divide by DSCR
→ max annual debt payment
→ divide by deal factor
→ loan amount

---

# **Super simple version**

If the property can safely pay:

**$70,000 per year**

And the deal factor is:

**7%**

Then:

70,000 ÷ 0.07 = **$1,000,000 loan**

That is the shortcut.

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# **Why the deal factor matters**

The **higher** the factor, the **smaller** the loan.

The **lower** the factor, the **bigger** the loan.

### Example:

If annual debt allowed is **$64,000**

At **7% factor**:
64,000 ÷ 0.07 = **914,286**

At **8% factor**:
64,000 ÷ 0.08 = **800,000**

At **6% factor**:
64,000 ÷ 0.06 = **1,066,667**

So:

* **Lower factor = more leverage**
* **Higher factor = less leverage**

---

# **What changes the deal factor?**

Usually:

* interest rate
* amortization term
* loan structure

### Simple idea:

* Higher rate = higher factor
* Shorter payoff = higher factor
* Lower rate = lower factor
* Longer payoff = lower factor

---

# **Easy cheat sheet**

If Grant says:

* **6 deal factor** = about 6% annual debt load
* **7 deal factor** = about 7% annual debt load
* **8 deal factor** = about 8% annual debt load

So if he says:

**“Take the NOI and divide by the deal factor”**

He means:

**Loan amount = Annual debt the property can support ÷ factor**

---

# **One full example step by step**

## Property

4 units at $2,100 each

## Income

4 × 2,100 = 8,400 per month
8,400 × 12 = 100,800 per year

## Expenses

100,800 × 20% = 20,160

## NOI

100,800 − 20,160 = 80,640

## DSCR

80,640 ÷ 1.25 = 64,512

## Deal factor

Assume 7%

## Loan

64,512 ÷ 0.07 = 921,600

So the property supports about:

**$921,600 loan**

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# **How you use this without using banks**

You still use it to ask:

* How much debt can this asset carry?
* Am I below that number?
* Is my structure safer than bank structure?

That helps you know if the deal is strong.

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# **How I would explain it out loud**

“The deal factor is just a shortcut for annual loan cost. Once I know the property’s NOI and the DSCR target, I can find the max yearly payment. Then I divide that by the deal factor to estimate the loan size.”

---

# **Your quick phone formula**

## Formula:

**Loan = NOI ÷ DSCR ÷ Deal Factor**

Example:
80,640 ÷ 1.25 ÷ 0.07 = **921,600**