Financing

DSCR vs. Debt Yield: How Lenders Actually Size Your Loan

By Justin Crow · Mattis AdvisorsJuly 20266 min readSouth Florida
DSCR vs debt yield commercial real estate lending

When a lender sizes a commercial loan, they don’t just look at loan-to-value. Two income tests usually set the real ceiling: DSCR and debt yield. Knowing which one is binding tells you how much you can actually borrow.

What each one measures

DSCR (debt service coverage ratio) = NOI ÷ annual debt service. It asks how comfortably the income covers the loan payment. A 1.25 DSCR means $1.25 of NOI for every $1.00 of payment.

Debt yield = NOI ÷ loan amount. It asks what return the lender would earn if they foreclosed and owned the property outright. Crucially, it ignores interest rate and amortization entirely.

Side by side

DSCRDebt yield
FormulaNOI ÷ debt serviceNOI ÷ loan amount
Affected by rate & term?YesNo
Typical minimum~1.20–1.25~9–10%
What it protects againstPayment shortfallOverleverage regardless of rate
Why lenders like itCash-flow cushionCan’t be gamed by cheap debt

Why debt yield exists

DSCR and LTV both improve when rates fall or amortization stretches — which is exactly when lenders worry about overleverage. Debt yield doesn’t move with rate or term; it’s pure income over loan. That makes it a rate-proof floor, and in low-rate environments it’s often the test that actually caps your proceeds.

Worked example

A property has $200,000 NOI. At a 1.25 DSCR and a 7% / 25-year loan, the payment math might support a ~$2.2M loan. But at a 10% debt yield minimum, the lender caps the loan at $2,000,000 ($200,000 ÷ 10%). Debt yield is the binding constraint — you get the smaller of the two. Lower the rate and DSCR would allow even more, but debt yield wouldn’t budge.

The takeaway

Check both before you assume a loan amount. Whichever is more restrictive wins, and in cheap-money markets that’s usually debt yield. Run the numbers in the DSCR calculator and debt yield calculator, and cross-check your maximum against the LTV calculator.

Run your own numbers

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DSCR Calculator →Debt Yield Calculator →LTV Calculator →