This is a checklist of the required documents needed when we handle your commercial and construction loans.
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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

2/7/16

WSJ.com: Commercial Real Estate

Saudi City of Jeddah Aims to Build World's Tallest Tower
The builder of the world?s future tallest tower hopes it will redefine the cityscape in this desert region and project the Saudi kingdom?s ambition to be a global powerhouse.

Big Property Firms Look to Expand in Saudi Arabia
The world?s biggest commercial property firms are seeking to expand in Saudi Arabia at a time when the kingdom?s economy is going through a rough spell trying to reduce the country?s historical oil dependence.

Problems Dog Development of Saudi Planned City
The slow development of King Abdullah Economic City underscores the challenges to economic development in Saudi Arabia that go beyond the country?s current economic downturn brought on by the plummet in oil prices.

New York City Developers Pour It On
Hundreds of architects and developers rushed to obtain building permits and begin construction in December, before the expiration of a New York City property-tax abatement program known as 421-a.

Citigroup to Buy Tribeca Complex for $2 Billion
Citigroup Inc. is doubling down on its commitment to downtown Manhattan, exercising an option to pay $2 billion for the Tribeca buildings it has just established as its global headquarters.

Investor Urging FelCor to Sell Three New York Hotels
Activist investor Jonathan Litt is launching a campaign to push FelCor Lodging Trust to sell three prime New York City hotels and explore a sale of the entire company.

Plans for Meadowlands Casino Advance
The real estate tycoon behind the proposal to build a $1 billion casino at the Meadowlands said he plans to pursue the project, despite legislation that would put him at a disadvantage because he doesn?t have an Atlantic City casino license.

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