A Private Capital Structure Brief

The $1M+ Veteran
Leverage Playbook

Before You Tie Up More Cash Than Necessary, Accept a Jumbo That Was Never Required, or Weaken Your Position in a Competitive Market.

No fluff. No imagery of flags. No "thank you for your service."
Just structure.

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This Is Not a VA Basics Guide.

Before you read another word, make sure this is actually for you.

This is for you if:
  • You're buying a $1M–$3.5M primary residence
  • You've been told you "probably need jumbo"
  • You could put 20% down — but aren't sure you should
  • You care about liquidity and long-term positioning
  • You've lost at least one offer due to VA concerns
  • You don't want retail borrower treatment
This is NOT for:
  • Entry-level buyers or sub-$800k purchases
  • First-time homebuyers learning VA basics
  • Rate shoppers comparing APRs
  • "No money down" seekers
  • Anyone looking for patriotic mortgage content
At $1M+, the decision in front of you isn't really about a loan product.
It's about capital structure.

This Is Not a Loan Choice.
It's a Capital Structure Decision.

Most lenders talk to you about rates and fees. That's the wrong conversation.

At $1M+, you are not choosing between loan products. You are designing how capital flows in and out of a significant asset — and the wrong structure is expensive, illiquid, and hard to unwind.

The first question most lenders ask is: "What's the rate?"

The first question you should be asking is:

What structure protects my liquidity, preserves optionality, and keeps my offer competitive?

There are three variables that actually matter at this level. Not rate. Not monthly payment. These:

01
Liquidity Preservation

How much cash are you locking into non-performing equity — and what does that cost you over 10 years?

02
Offer Strength

How will a listing agent and seller perceive your financing? Structure is a competitive tool.

03
Long-Term Capital Efficiency

What does the full picture look like over a 7–10 year horizon, including investment opportunity cost?

Every section of this playbook runs through those three lenses. If your advisor isn't doing the same, you're missing most of the decision.

"You'll Probably Need Jumbo" — When That's True. And When It Isn't.

This is the sentence that costs high-income VA buyers the most money. And it's often said reflexively — not analytically.

Here's what's actually happening when a lender says "you'll probably need jumbo" above conforming limits:

The problem is, most buyers can't tell the difference. And most lenders don't explain it.

Before You Accept "Jumbo Is Required," Ask:
Is this a VA program limit — or an internal bank overlay?
Has anyone separated what's required from what's "cleaner"?
What does the full cost comparison look like — including opportunity cost on your down payment?
"You'll probably need jumbo" isn't always a rule. Sometimes it's just easier for the lender.

When jumbo truly is required, this playbook shows you when — and how to evaluate it clearly. When it's being defaulted to out of convenience, you'll know what to do about it.

How Much Cash Should You Actually Commit?

This is the emotional core of every $1M+ purchase decision. And most buyers make it based on comfort, not analysis.

Putting 20% down on a $1.5M home means wiring $300,000 to closing. That money immediately becomes non-performing equity — locked in a house, earning a return defined entirely by appreciation.

Meanwhile, that same $300,000 invested in the S&P 500 at a 10% average annual return compounds to roughly $778,000 over ten years.

That's not an argument against down payments. It's an argument for modeling them — instead of defaulting to what feels like the "responsible" move.

From buyers in your position:
"Why would I put 20% down on a million-dollar house when I can earn 10% in an S&P 500 mutual fund?"
"Borrowing instead of liquidating investments had a significant effect on how quickly our assets grew."

There is no universally correct answer. There are three rational positions — and only one of them is based on actual analysis of your situation.

Preserve Capital
Maximum Leverage Strategy

Use VA or low-down structure to preserve liquidity and keep capital deployed in higher-returning assets. Best when: investment returns exceed carry cost of debt and you have strong income continuity.

Balance Strategy
Moderate Down Payment

Split the difference — enough down to strengthen the offer or reduce monthly exposure, while preserving meaningful capital. Best when: competitive market dynamics require demonstrating equity commitment.

De-Risk Strategy
Strategic Larger Down

Intentionally reduce leverage for psychological comfort, monthly cash flow, or specific debt-to-income structures. Best when: liquidity is abundant, income is variable, or the market warrants it.

The right lane depends on your income, existing assets, investment philosophy, and specific property. None of them are wrong — but choosing one without modeling the others is.

VA vs. Jumbo vs. Physician Loan vs. Cash at $1M+

No cheerleading. No bias toward any product. Here's when each structure actually makes sense.

VA Loan Jumbo Physician Loan Cash
Liquidity Impact Minimal — low/no down Moderate — 10–20% typically required Low — physician programs often 0–10% Maximum — full purchase price tied up
Offer Strength Depends on positioning & market Generally well-received by sellers Similar to conventional Strongest possible position
Key Advantage No PMI, residual income underwriting, 0% down Straightforward above conforming limits, seller familiarity No funding fee, student loan flexibility, low down Eliminates financing contingency entirely
Key Risk VA stigma in competitive markets, appraisal dynamics Higher cash to close, pricing spread vs. VA Relationship pricing pressure, less competitive rates Locks all equity immediately, eliminates leverage
Best When Liquidity is priority, strong residual income, rate competitive Funding fee exceeds benefit, property has MPR issues, VA not viable structurally Early-career physician, no VA eligibility, meaningful relationship pricing Liquidity event imminent, competitive bidding requires it, intent to refi shortly
On physician loans: This is not a VA competitor — it's a different tool for a different scenario. If you have VA eligibility and strong residual income, the physician loan comparison usually favors VA when modeled over time. But "usually" is not "always."
On cash: Paying cash in a competitive market to win a deal — then refinancing after close — is a legitimate strategy when the math supports it and a liquidity event is near. It's not a default; it's a calculated position.

How to Detect Steering Before It Costs You

Steering happens quietly. It usually sounds reasonable. Here's how to recognize it.

Steering doesn't require bad intent. It often happens because lenders have systems built around certain products, and it's genuinely easier for them to route your file through jumbo than to structure a VA loan above conforming limits correctly.

This can cost you tens of thousands of dollars — in higher fees, different pricing, or more cash tied up at closing — without you ever knowing the alternative existed.

Four Phrases That Should Prompt a Follow-Up Question

"This will be cleaner."
Ask: Cleaner for whom? Is there a structural reason — or is this about their internal workflow?
"VA appraisals are risky at this level."
Ask: What specifically is the appraisal risk? Has a Tidewater strategy been discussed? Is this based on experience — or assumption?
"You'll probably need jumbo."
Ask: Is that a VA program limit — or an internal overlay? Can I see the actual guideline that requires it?
"Your VA offer isn't competitive in this market."
Ask: What specific elements make it less competitive? Has appraisal gap strategy been pre-discussed with my agent?

7 Questions to Ask Any Lender Before You Upload a Document

  1. Is jumbo required by VA program guidelines — or by your internal overlays?
  2. What is your experience closing VA loans above $1M in competitive markets?
  3. What is the funding fee on this loan, and have you modeled it against the jumbo pricing spread?
  4. What is your appraisal strategy if the property is in a fast-moving market?
  5. Are you a retail lender or a broker with access to wholesale pricing?
  6. What does the fully underwritten pre-approval process look like — not just pre-qual?
  7. How have you handled listing agent concerns about VA financing in past transactions?
Once you see wholesale prices, you'll never go back.

The 7 VA Positioning Elements That Make a $1M+ Offer Competitive

VA financing at $1M+ is not weak. Weak positioning is weak. There's a difference.

Sellers and listing agents make decisions based on perceived risk. The goal isn't to hide that you're using VA — it's to demonstrate that your financing is as solid as any conventional offer on the table.

These seven elements, when in place before your offer goes in, change that perception meaningfully.

01
Fully Underwritten Pre-Approval

Not a pre-qualification letter. A fully underwritten approval where income, assets, and credit have been verified — not estimated. This removes the largest source of listing agent anxiety.

02
Residual Income Strength Summary

VA underwriting uses residual income — not just DTI — as the key quality metric. A one-page summary showing your residual income position demonstrates you're not a borderline approval.

03
Pre-Planned Appraisal Strategy

Most VA appraisal anxiety comes from uncertainty. Know the Tidewater Initiative process before you submit. Know the ROV (Reconsideration of Value) success rate. Have a plan before the listing agent raises the concern.

04
Clean Timeline & Communication Plan

Delays cost deals. Having a clear closing timeline — and a lender who communicates proactively with the listing agent throughout — signals professionalism and reduces seller risk perception.

05
Minimal Friction Structure

Every unnecessary condition or contingency introduces friction. The structure of your offer should be as clean as possible — not draped in protective clauses that signal buyer uncertainty.

06
Agent-to-Agent Positioning Script

Your buyer's agent needs language to use when the listing agent raises VA concerns. This isn't spin — it's accurate information about appraisal success rates, buyer financial strength, and lender experience, delivered before doubt takes hold.

07
Direct Lender Accessibility

Listing agents lose confidence when they can't reach the lender. A lender who is reachable, responsive, and willing to talk directly with the listing agent removes one of the most common reasons sellers choose conventional over VA.

Before You Commit Capital or Default to Jumbo,
Answer These 10 Questions.

If you can't answer these clearly, you're not ready to close.

Is jumbo actually required — or was it assumed? Have you seen the VA program guideline that requires it, or only heard "you'll probably need jumbo"?
How much liquidity am I preserving or sacrificing? What is the opportunity cost of the cash I'm committing at closing over the next 10 years?
Has the funding fee been modeled against the jumbo pricing spread? Not compared as a headline number — modeled over a realistic hold period including investment opportunity cost.
Is my offer structure competitive — not just approved? Has appraisal strategy been discussed before my offer goes in? Does my agent have positioning language ready?
Has my file been fully underwritten — not just pre-qualified? A pre-qualification letter and a fully underwritten approval are not the same thing. Which do I have?
Do I know the difference between an overlay and an actual program limit? If my lender has applied internal overlays, have I explored whether another structure would work?
What is the lender's track record above $1M? Have they closed VA loans in competitive markets at this price point — or is this new territory for them?
Am I choosing this structure for strategy — or for comfort? Comfort is not a capital structure decision. What does the actual math say?
Does my lender understand VA residual income underwriting? Residual income — not just DTI — is the key VA quality metric. Does your lender lead with it?
What is the plan if the appraisal comes in low? The Tidewater Initiative gives you 48 hours to respond. Does your lender have a process — before you need it?
If you have clear, confident answers to all 10, you're positioned correctly.
If you're uncertain on more than two or three, request a structure review before you commit.

If You Want a Capital Structure Brief Built Around Your Profile…

This playbook covers the framework. A private structure review covers your specific numbers, your market, and your timeline.

If you're buying at $1M+ and want clarity before you commit — on whether jumbo is actually required, how your offer will be perceived, and what the full financial picture looks like — request a review.

What a structure review covers:
  • Whether VA or jumbo is the right structure for your file — and why
  • Liquidity modeling: what you keep vs. what you give up at closing
  • Offer positioning strategy for your specific market
  • Funding fee vs. jumbo spread — modeled, not estimated
  • Appraisal strategy and agent positioning language
No urgency. No timers. No funnel.
If it's a fit, we'll know quickly.
Request a Private $1M+ Structure Review
Chase Kelly
VA Mortgage Specialist — $1M+ Buyers
American Portfolio Mortgage
512-653-2836 chase@goapmc.com NMLS# 2535920 | Company NMLS# 175656
This document is for informational purposes only and does not constitute financial or mortgage advice. Loan terms, eligibility, and product availability are subject to change. Contact a licensed mortgage professional for guidance specific to your situation. Chase Kelly, NMLS# 2535920. American Portfolio Mortgage Corporation, NMLS# 175656.