East Bay Real Estate Team
PhoneNumbers
Mobile:925.899.3428

Financing Rossmoor Cooperatives

 

Much like qualifying for a mortgage, certain qualifications must be met to purchase a Rossmoor cooperative.


If Buyer pays cash:

  • Buyer must have liquid assets of $50,000 to $75,000 (depending on the Mutual) after purchase price, membership fee, and closing costs are deducted from their accounts and ....
  • Buyers income must be 3-1/2 or four times their monthly coupon (depnding on the Mutual).

 

If Buyer Gets a Co-op Loan:

 

Golden Rain waives their financial requirements.

 

There are three Mutuals (Homeowners Associations). Here are the current loan parameters:

  • Mutual 1 requires a minimum down payment of 30%.
  • Mutual 2 requires a minimum down payment of 30%.
  • Mutual 8 requires a minimum down payment of 30%.

 

Coupon Fees: (as of 2011. Dues are subject to change annually.)

  • Mutual 1 is $574 + buyers property taxes
  • Mutual 2 is $670 + buyers property taxes
  • Mutual 8 is $564 + buyers property taxes

 

Monthly coupon fees include water, garbage, basic cable, exterior building and landscape maintenance, fitness center and use of clubhouse facilities, as well as repair/replacement of water heater, furnace and air conditioning. Property taxes are factored at 1.25% of the purchase price divided by 12 months.

 

Example:

Purchase price of $150,000.

150,000. X .0125 = $1875. (This is the annual tax bill, divide by 12 to get the monthly amount.)

$1875 divided by 12 = $156.25 per month. Add this number to the Mutual dues and this equals the monthly coupon for your new buyer.     


Contact Info

 

Paula Azeltine

Phone: (925) 899-3428

paula@PaulaAzeltine.com

 

Meridith Zomalt

Phone: (925) 899-3550

meridith@zomalt.com

 

Office Info:

Better Homes and Gardens Mason-McDuffie Real Estate

1950 Tice Valley Blvd

Walnut Creek, CA 94595


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