This is a checklist of the required documents needed when we handle your commercial and construction loans.
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Apartments
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Warehouse distribution centers
Warehouses
Wineries

 
 
 
 
 

REQUIRED DOCUMENTS


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

9/28/16

WSJ.com: Commercial Real Estate

A 'Cathedral to Manufacturing' Is Reborn
Entrepreneurs working in robotics, artificial intelligence technology and connected devices work in early 20th century space that once hosted a leading technology of its day?shipbuilding.

Russians Score as London Property Falls
A weakened ruble is softening the blow of a falling post-Brexit property market in London for Russian investors.

Startup Offers Payment Insurance for Apartment Hunters
As the apartment market soars across the U.S., one financial-services startup sees opportunity in helping tenants get into units they can?t qualify for on their own.

Pierhouse Condos Take a Bow in Brooklyn Bridge Park
The two condominium buildings and an adjacent hotel are massive horizontal structures at the edge of the park and offer up-close city views.

Blackstone Bets Big on Logistics
Blackstone Group has cut a deal to pay $1.5 billion for a portfolio of logistics centers, in the latest sign that this e-commerce-driven business is one of the hottest areas in the commercial property industry.

Expiration of Visa Program Nears
Facing an impending expiration, the controversial EB-5 program designed to attract wealthy immigrants has federal lawmakers at an impasse, leaving its long-term future uncertain.

Freddie Mac Starts Pilot Program With Looser Standards
Mortgage-finance giant Freddie Mac and two nonbank lenders are loosening income and documentation requirements for mortgage applicants in a new pilot program.

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