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Required Items
The following information may be requested
from us for specific transactions (as applicable):
Prior to Quote
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Financing request
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Borrowing entity information, governing
documents and financial statements
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Current rent rolls
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Operating budgets and proforma income
statements
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Property description
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Historical Operating Statements (2 years)
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Construction Budget
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Source and Use of Funds
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Projections
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Executive Summary
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Site Photos
Prior to
Commitment
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Purchase information and development
history
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Fully executed lease(s) in addition to
any amendments, renewal notices or rental
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increases for each property
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Management & leasing contacts
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Available comparable information and MAI
appraisal if required
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Available market information
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Plans and specifications
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Site plans
Prior to Closing
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Executed Loan documents
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Evidence of insurance coverage
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1970 ALTA title insurance policy and
as-built survey
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Evidence of separate tax assessment
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Executed lessee's estoppel certificates
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Subordination, non-disturbance and
attorney agreements on selected tenants
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Certificate(s) of occupancy
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Evidence of compliance with building code
and zoning requirements, if requested by the Principal
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Evidence of leasing and mortgage broker's
fees/payments, if applicable
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Purchase and sale agreement, if
applicable
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Any required opinion letters UCCs, if
applicable
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Phase I environmental, property, physical
condition, seismic or asbestos reports (if applicable) and
architects' certificates (if applicable)
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Any deal-specific terms
Request Fast Quote
Let us know how to contact you, and enter your financing request below:
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