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Owner-Occupied Property

Definition:
An owner-occupied property is a home where the person who owns it also lives in it as their primary residence. It’s different from rental or investment properties, where the owner does not live on-site.

Example:
Jason buys a single-family house and moves in with his family. Because he lives in the home full-time and it’s his primary residence, the property is considered owner-occupied.

Explanation:
Lenders and real estate professionals classify properties based on who lives in them. Owner-occupied property is usually lived in by the buyer within 30 to 60 days after purchase and remains their main place of residence.

This classification matters because:

  • Loan terms are typically better for owner-occupied properties. Lenders may offer lower interest rates and require smaller down payments compared to investment properties.
  • FHA, VA, and USDA loans are only available for owner-occupied homes.
  • Property taxes and insurance may also be lower since the home isn’t used as a rental or vacation property.
  • HOA rules or local zoning laws may require the property to be owner-occupied in certain communities.

To qualify for an owner-occupied mortgage, the buyer must certify their intent to live in the property. Lying about this can be considered mortgage fraud.

Why is Owner-Occupied Property Important in Real Estate Transactions?
Owner-occupied properties are important because they influence financing options, interest rates, and loan program eligibility. For buyers, this classification can make purchasing more affordable. For sellers, marketing a property as ideal for owner-occupants may appeal to families or individuals looking for a primary home. Understanding this term ensures all parties are aligned with the home’s intended use, reducing complications during the transaction.

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