Menu

Glossary

Recourse

Recourse is a lender's right to pursue a borrower's personal assets and income beyond the collateral if a foreclosure sale does not cover the loan balance. In a recourse loan, the borrower is personally liable for any deficiency. Recourse can be full, partial, or limited to specific bad acts under carve-out guaranties.

What Is Recourse in Commercial Real Estate?

Recourse in commercial real estate is the extent to which a lender can collect from a borrower personally after selling the pledged property. With full recourse, the lender pursues the borrower's other assets for any shortfall. With a non-recourse loan, the lender's recovery is limited to the property itself, subject to carve-outs that can restore personal liability.

Per PropertyMetrics and Janover, in a recourse loan the lender can pursue the borrower for any deficiency remaining after the collateral is sold, while a non-recourse lender's recovery is capped at the property. Most non-recourse commercial loans still carry carve-out guaranties, also called bad-boy guaranties, that convert the loan to recourse for defined acts such as fraud, misappropriation of rents, or a voluntary bankruptcy filing.

Structure

Lender's reach after collateral

Full recourse

Borrower's other assets and income for any deficiency

Partial recourse

Borrower liable up to a stated cap or percentage

Non-recourse with carve-outs

Property only, unless a bad act triggers recourse

Springing recourse

Non-recourse until a specified event converts it to full

The quotable point: recourse is not about whether the borrower repays, it is about what the lender can reach if the property does not.

Why Recourse Matters

Recourse matters because it prices the loan and defines the sponsor's downside. Per a Federal Reserve study (December 2021), recourse loans carry interest rates an average of 52 basis points lower than comparable non-recourse loans and are associated with loan-to-value ratios about 2.8 percentage points higher at origination. A borrower who accepts personal liability often buys a cheaper, more leveraged loan.

The operator stakes cut both ways. Recourse lowers the lender's risk, so it widens access to credit for smaller sponsors and transitional assets that a non-recourse lender would decline. The cost is personal exposure. Per PropertyMetrics, a recourse lender that comes up short at foreclosure can pursue the borrower's other assets, cash flows, and in some cases wages, so a single bad deal can reach beyond the property into the sponsor's balance sheet.

Example

A sponsor borrows $8,000,000 in full recourse debt against a property that later sells at foreclosure for $6,500,000 net of costs. The deficiency is the loan balance minus the net sale proceeds.

Item

Amount

Outstanding loan balance

$8,000,000

Net foreclosure sale proceeds

$6,500,000

Deficiency

$1,500,000

Lender recovery under full recourse

Up to $1,500,000 from borrower assets

Lender recovery if non-recourse

$0 beyond the property

The deficiency is $8,000,000 minus $6,500,000, or $1,500,000. Under full recourse, the lender can pursue the borrower personally for that $1,500,000. Had the loan been non-recourse with no carve-out breach, the lender would absorb the $1,500,000 loss and could not reach the borrower's other assets. The rate saving that came with recourse is the price the sponsor paid for that exposure.

Variations and Edge Cases

Recourse is rarely all or nothing; the structure sets exactly what the lender can reach. The table below covers the variants a borrower should confirm before signing.

Variant

Treatment

Full recourse

Personal liability for the entire deficiency

Partial or limited recourse

Liability capped at a dollar amount or loan percentage

Burn-off recourse

Recourse reduces or ends once the property hits a performance test

Springing recourse

Non-recourse until a triggering event makes the loan full recourse

Carve-out only

Non-recourse except for defined bad acts under a guaranty

Recourse vs Non-Recourse Loan

Recourse is often confused with the loan being fully secured, but the real contrast is with a non-recourse loan. A recourse loan lets the lender pursue the borrower's personal assets for any deficiency after the collateral is sold. A non-recourse loan limits the lender to the property, so the borrower is not personally liable absent a carve-out breach.

The practical difference is downside and price. A recourse loan prices cheaper, per the Federal Reserve study about 52 basis points lower, and allows higher leverage, but it puts the sponsor's balance sheet at risk. A non-recourse loan protects the borrower's other assets at a higher cost, which is why it dominates large, stabilized, securitized deals like CMBS.

Frequently Asked Questions

What is recourse in commercial real estate?Recourse is a lender's right to pursue a borrower's personal assets and income beyond the collateral if a foreclosure sale does not cover the loan balance. In a recourse loan, the borrower is personally liable for any deficiency remaining after the property is sold.

What is the difference between full and partial recourse?Full recourse makes the borrower personally liable for the entire deficiency after collateral. Partial or limited recourse caps that liability at a stated dollar amount or a percentage of the loan, so the lender can only pursue the borrower up to the agreed limit.

Do recourse loans have lower interest rates?Yes. Per a Federal Reserve study from December 2021, recourse loans carry interest rates an average of 52 basis points lower than comparable non-recourse loans and are associated with loan-to-value ratios about 2.8 percentage points higher, because personal liability reduces the lender's risk.

Related Terms

  • Non-Recourse Loan

  • Bad Boy Carve-Outs

  • Debt Service Coverage Ratio

  • Loan to Value Ratio

  • CMBS Loan