Conventional & Private Money
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Commercial Property
Joint Venture/Preferred Equity Program
(You bring the property & the know-how: We bring the money)
Business Loan Program (non-Real Estate based)
Other Programs of Interest
Minerals, Mines, Energy Projects
Note Purchase, Securities, Fine Art
Document Needs List for Submission:
1 Executive Summary with business plan
2 Financing request with Itemized Use of Funds including lender exit strategy
3 Any existing reports or appraisals
4 Resumes of Principals
5 Five year pro forma
6 Aerial map or exact address or cross streets so we can identify on Google maps
NOTE: Borrowers often think asking for less will be easier to get. NOT TRUE! It is sometimes harder. Ask for what you need.
Please do not send: Site maps Artist’s renditions Newspaper articles
Project Name
Property Address
Borrowing entity name / Individual Guarantor(s)/Borrower(s)
Property Type Loan type: ground up construction or rehab/renovation
a) Total project cost
b)Total Amount you can put in-includes amount already invested
c) Equity amount also requested
d) Total financing requested
a) minus b) & c) should equal d) ------------
Completed project value Land: Do you own the land? If yes: Date purchased Original purchase price
Estimated present value Amount owed on land If no Land purchase price now
Present status of project
Middle Credit Score(s)
If in USA Borrower liquid funds Contact person for project: Contact name
Let us know if you have questions.