Glossary · finance

What is Cash-Out Refinance?

A cash-out refinance is a mortgage refinance for more than the existing loan balance, with the difference paid to the borrower in cash. Used by BRRRR investors to recover capital after stabilizing a rental property, by long-term holders to access appreciated equity.

Standard cash-out refi limits: 75-80% loan-to-value on a primary residence, 70-75% on an investment property. The new loan replaces the existing loan, and the borrower pockets the difference between the new loan amount and the old payoff (less closing costs).

For BRRRR, the cash-out refi is the entire point — the strategy depends on the post-rehab appraisal supporting a loan large enough to recover the original purchase + rehab. If the appraisal comes in light, the investor leaves equity in the deal (still owns a cash-flowing rental, just with less capital recycled).

In a rising-rate environment, cash-out refis become less attractive because the new loan rate is higher than the old loan rate. Investors weigh the cost of higher debt service against the value of the freed capital. In 2026, with rates in the 7s, the bar for "worth refinancing" has risen meaningfully.

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