Practical tools for organizing a financing scenario before it reaches a lender.
These tools are designed to help investors gather the facts, identify missing information and present a cleaner financing package.
Property, rent, PITIA, requested leverage, refinance purpose, reserves and borrower information.
Open worksheet ↓Purchase basis, rehab scope, budget, ACV/ARV, experience, timeline, liquidity and exit.
Open worksheet ↓Land, plans, permits, budget, contractor, schedule, LTC/LTACV, interest carry and take-out.
Open worksheet ↓Rent roll, T-12, NOI, leases, occupancy, borrower financials, debt schedule and property information.
Open worksheet ↓Title, insurance, taxes, physical condition, zoning, leases, utilities, environmental and market items.
Open worksheet ↓Acquisition, payoff, rehab/construction, fees, reserves, equity and loan proceeds.
Open worksheet ↓Property address, type, value, debt, rent, payment, occupancy and equity.
Open worksheet ↓Rate, term, leverage, amortization, IO, fees, prepayment, recourse, reserves and closing conditions.
Open worksheet ↓