Glossary · creative finance

What is Subject-To?

A "subject-to" deal is when an investor buys a property and takes title, while leaving the seller's existing mortgage in place — the investor makes payments on the seller's loan. Used to acquire properties with locked-in low rates or when the seller is behind on payments and needs to walk away.

Subject-to is the most common creative-finance structure for acquiring properties with sub-market interest rates. Pre-2022 mortgages at 3-4% are valuable inventory in a 7% market — taking them subject-to lets the investor preserve that rate.

The major risk is the due-on-sale clause in virtually every mortgage: when the lender discovers the property has been transferred, they have the contractual right to call the loan due in full. Lenders rarely exercise this right when payments are current and rates have risen (calling the loan would replace a low-rate asset with a payoff and cash they need to reinvest at the prevailing higher rate), but the risk exists.

Sub-to operators mitigate due-on-sale risk via land trusts (which obscure the transfer), insurance changes that don't trigger lender notifications, and same-day payoff readiness. Always work with an attorney experienced in sub-to deals — paperwork errors create real legal exposure.

Worked example

Seller owes $180,000 at 3.25% on a $250,000 home, can't afford payments, needs to walk. Investor pays seller $10,000 cash for the deed, takes property subject-to the existing mortgage, continues the $1,150/mo payment to the lender. Investor now owns a property worth $250,000 with only $10,000 down and a 3.25% mortgage.

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