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Confidential · Refinance Rate Analysis · Prepared for Robert A. Imhoff

1044 Guerrero Street Refinance Facility

A three-unit apartment building in San Francisco, held long enough that its property-tax basis is a fraction of current market value, is currently carrying a reported 9.25% note. At this facility size, RCP's indicative pricing runs at institutional multifamily-portfolio terms — 6.23–6.73%.

9.25%Reported Current Rate
6.23–6.73%RCP Indicative Refi Rate
$2.46MEst. Current Value
$321.9K2013 Tax-Assessed Basis
The Underwrite
Is it real?01

The property is real, three units, in a market that has moved a long way since it was last assessed. The purchase date and price aren't public — but the tax record tells its own story.

1044 Guerrero Street is a three-unit apartment building on San Francisco's Guerrero corridor (94110), built in 1907, 5,545 sq. ft. across 3 stories with 18 rooms and 3 bathrooms.P1 Public tax records show a 2013 assessed value of just $321,863D1 — against a current market estimate over $2.4M. California's Prop 13 caps annual assessed-value growth at roughly 2% for as long as a property isn't sold, so a gap this size is a strong signal of a long, unbroken hold; it isn't itself proof of a specific purchase date or price, which aren't publicly available.

What's it worth?02

An independent estimate puts the property near $2.46M. The equity percentage is unconfirmed, but the signal points one direction.

A current market estimate places the property around $2,456,129.V1 Without a confirmed purchase price or existing balance, an exact equity percentage isn't something this analysis can state as fact — but the size of the gap between the 2013 tax basis and today's market value is the kind of signal that, on a long-held asset, usually points toward substantial embedded equity rather than a thin position. That inference is flagged as an inference, not presented as a number.

$2.46M
Est. Value (Market Estimate)
Not a certified appraisal
$321.9K
2013 Tax-Assessed Value
Prop 13-capped, not market value
TBD
Purchase Basis / Date
Not on file — not publicly available
TBD
Existing Payoff
Not on file — confirmed at your convenience
Will the market carry it?03

This facility size clears into a different pricing tier entirely. That's what makes the spread worth pursuing.

The 5-Year Treasury constant maturity yield was 4.21% as of early July 2026.T1 At this loan size, RCP's institutional multifamily-portfolio pricing runs 200–250 bps over that benchmark, landing at 6.23–6.73%T1. A reported 9.25% note carries roughly 504 bps of spread over the same benchmarkE1 — a real, collectible spread on a facility large enough to access pricing most smaller notes never see.

4.21%
5-Yr UST (Jul 2026)
Federal Reserve H.15
+227bps
Indicative Spread to UST
RCP 6.48% midpoint vs. 5Yr UST
+504bps
Reported Note Spread to UST
9.25% vs. 5Yr UST
~277bps
Rate Compression Available
9.25% → 6.48% midpoint
Does the money work?04

At this facility size, the rate alone justifies the call. The equity conversation can follow once a balance is on file.

This is a straightforward rate-and-term refinance: replacing the existing 9.25% note with RCP's 6.23–6.73% indicative range on a facility this size.E1 Without a confirmed balance, this analysis leads with the rate case rather than a cash-out number it can't yet support — but on a property this long-held, that conversation is very likely to follow once the mortgage statement is in hand.

Rate spread telemetry · cumulative interest cost, per $100K financed, interest-onlyMonth 60 of 60
$46,250
Cost @ 9.25% (Old)
$32,400
Cost @ 6.48% (New)
$13,850
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 · 9.25% IO RCP indicative · 6.48% IO Cumulative savings envelope
$13.9K
Est. Savings / $100K / 5 Yrs
Interest-only, at midpoint rates
TBD
Current Equity Position
Directionally strong, not yet quantified
$2.46M
Facility Basis
Qualifies for portfolio-tier pricing
What kills it?05

Not the rate. Not the math. The purchase history is the open question here.

A couple of items are worth confirming directly with you before this moves further.

Medium

Purchase basis unconfirmed

No recorded sale date or price is publicly available for this hold. The 2013 assessed-value gap is a strong signal, not a substitute for the actual number.

View tax record →
Medium

Existing payoff unconfirmed

Reported 9.25% 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 →
Low

Market estimate, not appraisal

$2.46M is a market estimate, not a certified appraisal — ordinarily the larger gap on a facility this size, but the assessed-value signal here suggests real cushion either way.

View valuation →
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 real rate gap, priced at a better tier because of the facility size. The savings case stands on its own.

The case is simple enough to say in one sentence: your current note carries roughly 277 basis points of avoidable spread over where this exact property could refinance today, at a facility size that qualifies for institutional pricing most smaller notes never see. Two items move this from analysis to term sheet — and likely open up the equity conversation as well.

01

Your current mortgage statement

Confirms existing balance and lender — converts the rate spread into an exact monthly savings figure, and for the first time puts a real number on the equity position.

02

A formal appraisal or BPO

Converts the $2.46M market estimate into a lender-ready valuation.

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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Lux et Ordo
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