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Confidential · Refinance & Equity Extraction Analysis · Prepared for Ericka L. Tillis

3770 Suter Street Cash-Out Refinance Facility

A two-unit income property in the Allendale submarket of Oakland, held free of a purchase-money contingency since 2005, is currently carrying a reported 14.25% note. Indicative RCP small-balance multifamily pricing today sits at 8.50–8.75%. This dossier underwrites the spread — and the equity built underneath it.

14.25%Reported Current Rate
8.50–8.75%RCP Indicative Refi Rate
$865.4KEst. Current Value
$306.0K2005 Purchase Basis
The Underwrite
Is it real?01

The property is real, occupied, and held outright by you for two decades. That ownership position is the foundation of everything below.

3770 Suter Street is a two-unit, four-bedroom / three-bath income property in Oakland's Allendale neighborhood, built in 1920 on a 3,990 sq. ft. lot with 2,079 sq. ft. of living area.P1 County deed records confirm your acquisition on September 30, 2005 for $306,000D1 — a 20-year hold through two full rate cycles. The structural profile independently cross-checks against public listing-record data for the same address.P1

What's it worth?02

Desktop valuation puts the property near $865K — up 2.8× from its 2005 basis.V1

A desktop AVM-derived estimate places current value around $865,400.V1 That is a comparable-sale-adjusted figure, not a certified appraisal — the kind of number that gets a conversation started, not a number a lender closes against. The gap between it and a formal appraisal is one of the two things that has to happen before this is a term sheet, not a pitch (see Beat 5).

$865.4K
Est. Value (Desktop)
Comparable-adjusted, unverified
$306.0K
2005 Purchase Price
Recorded deed basis
2.8×
Appreciation Multiple
20-year hold, basis to est. value
TBD
Existing Payoff
Not on file — confirmed at your convenience
Will the market carry it?03

Rates have moved. Your note hasn't. The 5-Year Treasury sits near 4.2% — your note is priced nearly ten points above it.

The 5-Year Treasury constant maturity yield was 4.21% as of early July 2026.T1 Small-balance multifamily paper in the East Bay is pricing in the 400–450 bps range over that benchmark today, which is where RCP's 8.50–8.75% indicative range sits.T1 A reported 14.25% note is not a market rate for a conventional 2-4 unit residential-income asset in this submarket under any current pricing model — it reads as either a distressed-era private note or a rate that has drifted uncorrected for years.E1

4.21%
5-Yr UST (Jul 2026)
Federal Reserve H.15
+429bps
Indicative Spread to UST
RCP 8.625% midpoint vs. 5Yr UST
+1004bps
Reported Note Spread to UST
14.25% vs. 5Yr UST
~575bps
Rate Compression Available
14.25% → 8.625% midpoint
Does the money work?04

Refinancing doesn't just cut the payment. Two decades of equity is sitting there to be pulled out with it.

Two separate financial events are on the table here, structured as one transaction: (1) refinance the existing 14.25% note down toward RCP's 8.50–8.75% indicative range, and (2) size the new facility to extract cash out of twenty years of appreciation, since the $306,000 basis against an est. $865,400 value implies substantial untapped equity regardless of the current balance.E1

Rate spread telemetry · cumulative interest cost, per $100K financed, interest-onlyMonth 60 of 60
$71,250
Cost @ 14.25% (Old)
$43,125
Cost @ 8.625% (New)
$28,125
Cumulative Savings
$0 $20K $40K $60K $80K Mo 0Mo 15Mo 30Mo 45Mo 60 Drag to scrub the payoff horizon
Month 0Month 30Month 60
Existing note · 14.25% IO RCP indicative · 8.625% IO Cumulative savings envelope
Cash-out sizing · drag to size the new facilityBasis: $865.4K est. value
Target loan-to-value on refinance
50% LTV60% LTV70% LTV
New Loan Amount
Monthly Interest (IO, 8.625%)
vs. Same Balance @ 14.25%

Existing payoff balance is not yet on file — your current mortgage statement is the one document that turns "new loan amount" into "cash to you at closing." Every dollar of new loan proceeds above that payoff, plus closing costs, is accessible equity. That is the core of this opportunity — the rate reduction alone is only half the story.

What kills it?05

Not the property. Not the spread. Two documents stand between this analysis and a term sheet.

Strip away everything that doesn't touch the deal, and two verification items remain — both straightforward, both in your control.

Medium

Existing payoff unconfirmed

Reported 14.25% rate has no confirmed balance behind it — interest rate isn't a recorded field in county land records. Your current mortgage statement resolves this.

View note record →
Medium

Desktop valuation, not appraisal

$865,400 is a comparable-adjusted estimate. A formal appraisal or BPO is the next document needed to convert this into a lender-ready file.

View valuation →
Low

Timing

No urgency is imposed by the asset itself — the rate gap and untapped equity persist regardless of when you choose to act. The math holds either way.

View rate context →
The evidenceΦ

Every number above traces to a source. Here they all are.

Data Room Index5 on file
So what do we do?06

A 20-year hold, a ten-point rate gap, and equity that's never been touched. The opportunity is straightforward.

The case is simple enough to say in one sentence: your current note is priced roughly 575 basis points above where this exact property could refinance today, and twenty years of appreciation sits underneath it, untouched. Two items move this from analysis to term sheet.

01

Your current mortgage statement

Confirms existing balance and lender — converts the rate spread into an exact monthly savings figure and an exact cash-out number.

02

A formal appraisal or BPO

Converts the $865.4K desktop estimate into a lender-ready valuation, and sets the real ceiling on the cash-out sizing.

We welcome the opportunity to walk through the numbers directly whenever it's convenient for you.

Corey L. Fuller
coreylfuller@rcpcap.com  ·  561-971-7877
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