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Existing leases · The financing cliff

The lease did not expire. It stopped being financeable.

Owners of leasehold buildings are regularly surprised when a refinance dies on the ground lease rather than the property. The building is full, the coverage is fine and the lender still says no. The reason is a term test, and it fails long before the lease runs out.

Lease term must exceed loan maturity by about thirty years. Not reach it. Exceed it.
Agency leasehold guidance for unsubordinated ground leases requires that the lease term extend at least thirty years beyond the maturity date of the loan. A ten-year loan therefore needs roughly forty years of remaining term before a lender will look at it, and most want a cushion beyond that.
The arithmetic

What remaining term actually buys you.

Years remainingLongest loan that clears the testPractical result
6030-yearFully financeable. No conversation.
4515-yearNormal permanent debt available.
4010-yearExactly at the line. Most lenders want cushion and will push back.
388-yearOff the run rate. Pricing worsens, proceeds fall.
355-yearBridge territory. Agency permanent debt is gone.
322-yearEffectively unfinanceable on normal terms.
Under 30NoneCash buyers only, and the leasehold stops being like-kind to a fee.

Read that table as a schedule rather than a snapshot. Every year that passes moves the asset one row down, and the drop from row to row is not linear. Between forty-five and thirty-five years remaining a leasehold loses most of its lender audience.

The second failure

Term is not the only thing that kills a leasehold loan.

A lease can have plenty of term and still fail. The other common disqualifiers are a rent that is not a fixed ascertainable sum, most often because the lease carries a fair-market-value reset, and a missing mortgagee protection package: notice and cure rights, a new lease on rejection, consent on amendments.

Legacy leases written in the 1960s through the 1990s frequently fail on all three at once. They were drafted before leasehold lending had a standard form and nobody has touched them since.

Ways out

Three exits, and they all need the fee owner.

Extend. The fee owner agrees to add term. Cheapest if the fee owner is reachable, rational and unrepresented by someone who has just discovered leverage.

Buy the fee. The leasehold owner acquires the land and merges the estates. Cleanest, and the most capital-intensive, because it requires exactly the money the refinance was supposed to produce.

Replace the fee owner. A new fee owner buys the land and re-papers the lease to a ninety-nine year unsubordinated institutional form. The leasehold becomes financeable again, the seller gets liquidity for an asset they were passively holding and the operator keeps the building.

That third path is what we do. The fee seller is usually an estate, a family partnership or a long-dormant trust holding an asset with no management and slow-growing rent. They are not opposed to a check.

Timing

The worst time to start is when the loan matures.

Fee owners negotiate very differently when they know there is a maturity date behind you. The right time to fix a short lease is three to five years before you need the money, when the conversation is about certainty rather than rescue.

Questions, answered

FAQ.

Why does a lender care about term long past its own loan?

Because its exit is a sale or a refinance, and the next lender applies the same test. A loan that matures into an unfinanceable leasehold has no takeout.

Is thirty years past maturity a hard rule?

It is the published agency standard for unsubordinated ground leases and the market treats it as the benchmark. Balance-sheet lenders have discretion, but they price the exception.

Can I get an extension from my fee owner?

Often yes, and it is usually the cheapest fix. The obstacle is rarely refusal. It is that the fee owner is an estate or a trust with several signatories and no urgency.

Does a fair market value reset also block financing?

Yes. Agency guidance requires rent to be a fixed ascertainable sum and treats reappraisal-based resets as unacceptable. A lease can have ample term and still fail on this alone.

What if my fee owner will not engage at all?

Then the practical options are a cash sale of the leasehold, or a third party acquiring the fee. We will look at the second.

How long does re-papering take?

A fee acquisition with a new lease is a normal real estate closing. The long pole is almost always locating and aligning the fee owner, not the documents.

Get your number

Send the lease and the loan maturity.

Two facts get you an answer: years remaining on the ground lease and when your debt matures. We will tell you which row of the table you are in and what the fee position would cost.

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