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Confidential · Refinance & Equity Extraction Analysis · Prepared for Errol A. Thomas

69 Sargeant Street Cash-Out Refinance Facility

A three-unit apartment building in Hartford's Asylum Hill, acquired in 2018 and appreciated since, is currently carrying a reported 9.99% note. RCP's indicative small-balance multifamily pricing today sits at 8.50–8.75%. The spread is real, if modest — the equity built since 2018 is the larger part of this story.

9.99%Reported Current Rate
8.50–8.75%RCP Indicative Refi Rate
$386.8KEst. Current Value
$215.0K2018 Purchase Basis
The Underwrite
Is it real?01

The property is real, three units, and held by you since 2018. That ownership position is the foundation of everything below.

69 Sargeant Street is a three-unit apartment building in Hartford's Asylum Hill neighborhood, built in 1880, with 4,525 sq. ft. across three stories and a 6-bedroom / 3-bathroom configuration.P1 Public sale-record data confirms your acquisition on October 23, 2018 for $215,000D1 — a 7-year hold in a corridor anchored by Saint Francis Hospital, the Aetna and The Hartford corporate campuses, and the Hartford Line train station. The structural profile independently cross-checks against public listing-record data for the same address.P1

What's it worth?02

An automated market estimate puts the property near $386.8K — up 1.8× from its 2018 basis.V1

An automated valuation model places current value around $386,800, with a corroborating independent estimate at $373,004 from a second source.V1 Both are algorithmic estimates, not certified appraisals — and the figure has moved over $22,000 in the last 30 days alone, which is normal for AVM volatility but underscores why a formal number is worth getting before this goes further. Closing that gap is one of two things that has to happen before this is a term sheet, not a pitch (see Beat 5).

$386.8K
Est. Value (AVM)
Zestimate, unverified
$215.0K
2018 Purchase Price
Recorded sale basis
1.8×
Appreciation Multiple
7-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 some ground under your note, even if the gap here is narrower. Every point of compression still compounds.

The 5-Year Treasury constant maturity yield was 4.21% as of early July 2026.T1 Small-balance multifamily paper in the Hartford metro 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 9.99% note carries roughly 578 bps of spread over the same benchmarkE1 — not the dramatic dislocation of a distressed-era note, but a real, collectible spread on a facility that's likely due for a look regardless.

4.21%
5-Yr UST (Jul 2026)
Federal Reserve H.15
+442bps
Indicative Spread to UST
RCP 8.625% midpoint vs. 5Yr UST
+578bps
Reported Note Spread to UST
9.99% vs. 5Yr UST
~137bps
Rate Compression Available
9.99% → 8.625% midpoint
Does the money work?04

The rate story here is smaller. The equity story since 2018 is not.

Two separate financial events are on the table here, structured as one transaction: (1) refinance the existing 9.99% note down toward RCP's 8.50–8.75% indicative range, and (2) size the new facility to extract cash out of seven years of appreciation, since the $215,000 basis against an est. $386,800 value implies meaningful untapped equity regardless of the current balance.E1

Rate spread telemetry · cumulative interest cost, per $100K financed, interest-onlyMonth 60 of 60
$49,950
Cost @ 9.99% (Old)
$43,125
Cost @ 8.625% (New)
$6,825
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 · 9.99% IO RCP indicative · 8.625% IO Cumulative savings envelope
Cash-out sizing · drag to size the new facilityBasis: $386.8K est. value
Target loan-to-value on refinance
50% LTV60% LTV70% LTV
New Loan Amount
Monthly Interest (IO, 8.625%)
vs. Same Balance @ 9.99%

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 9.99% 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

AVM valuation, not appraisal

$386,800 is an automated estimate that moved over $22,000 in the last 30 days. 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 7-year hold, a real 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 carries roughly 137 basis points of avoidable spread over where this exact property could refinance today, and seven 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 $386.8K AVM 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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