This is a checklist of the required documents needed when we handle your commercial and construction loans.
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Apartment Buildings
Assisted living facilities
Auto repair garages
Boutique hotels
Car dealerships
Care facilities
Car wash facilities
Church financing
Congregate care
CVS Pharmacies
Rite Aid
Oil & Natural Gas
Ethanol plants
Factory outlets
Gas stations
Golf courses
Grocery stores
Housing developments
Independent living facilities
Industrial parks
Land acquisitions
Manufacturing facilities
Medical facilities
Medical offices
Mini storage
Mixed use
Mobile home parks
Movie theaters
Office buildings
Parking garages
Post Offices
Private schools
Raw land
Regional malls
Residential subdivisions
Retail centers
RV parks
Senior housing
Shopping centers
Ski resorts
Special use buildings
Strip centers
Student housing
Tract development
Warehouse distribution centers



Commercial Loan Checklist
    Property General
  • Existing Debt and Debt History for Subject Property
  • 3 Years Operating Statements, Balance Sheet, P&L
  • Rent Roll-Multifamily for last three years
  • Lease Summary-Commercial for last three years
  • Credit References & Account Schedule
  • Borrowing Entity Name
  • Legal Documents for Borrowing Entity
  • Purchase Contract
  • Any Old Appraisals
  • Pictures of Property

  • Business Entity Financials
  • Business Entity Financial Statement
  • 3 Years Operating Statements, Balance Sheet, P&L
  • 3 Years Tax Returns
  • Schedule of Real Estate Owned
  • Existing Mortgage Information

  • Personal Financials all Guarantors
  • Personal Financial Statements all Signors
  • 2-3 Years Tax Returns
  • Schedule of Real Estate Owned
  • Credit References and Account Schedule
  • Credit Reports

Construction Loan Checklist
    Property General
  • Copy of Land Acquisition Settlement Statement
  • Copy of Soils Report
  • Environmental Questionnaire & Disclosure Statement
  • Copy of Building Plans
  • Copy of the Construction Cost Breakdown
  • Copy of Construction Contract
  • Copy of Contractor's Resume & Qualification

    Borrowing Entity Financials
  • Entity Financial Statements
  • Entity Documents (LLC, Corp, etc.)
  • 2-3 Years Tax Returns

Whatever your financing needs,
we will tailor a loan that's right for you.


Wall Street Journal
Commercial News

10/25/16 Commercial Real Estate

European Property Investors Look Beyond London
As some of the biggest cities cool, there are opportunities in smaller economies.

Historic Trinity Church Wall Street Unveils Plans for New Tower Space
Trinity Church Wall Street has revealed its design for a building to house its new parish center and commercial office space behind the 19th-century Episcopal church.

Columbia's New Center Says 'C'mon In'
Columbia?s Jerome L. Greene Science Center is a modern space with glass walls, wide sidewalks and public squares?a departure from the university?s graceful 19th-century Beaux Arts main campus.

Major League Baseball Expected to Move Headquarters to Midtown
Major League Baseball is expected to sign a large lease as early as Thursday to consolidate its Manhattan operations at the former Time & Life Building, according to people familiar with the deal.

First-Time Buyers Expected to Return to Housing Market
Young buyers could return to the housing market in droves this spring, according to an analysis of web searches performed by

Texas Builder Aggressively Markets Starter Homes
Texas builder LGI Homes is using an aggressive marketing operation to carve out success in low-price entry-level homes in far-flung suburbs and exurbs.

A New Real-Estate War in Silicon Valley
Soaring apartment costs in Silicon Valley are fueling popular support for an idea bitterly opposed by many landlords in America?s technology capital: rent controls.

BRE #:00619059
Charles Elfsten, President
Charles A. Elfsten
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