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

5/25/16

WSJ.com: Commercial Real Estate

One of Honolulu's Last Big Coastal Plots Gets Developed
Howard Hughes Corp. is redeveloping 60 acres between downtown Honolulu and Waikiki, with plans to transform a low-density shopping and industrial area to residential and park space with potentially more than 20 towers.

Property Debt Mounts Up in U.K.
A rise in U.K. commercial real-estate lending last year has pushed the total amount of outstanding property debt higher for the first time since 2008.

The Next Big Housing Short: a $6.5 Billion Bet Against Australia's Banks
The funds are placing a large number of ?short? wagers on Australia?s biggest banks, among the world?s most profitable, suggesting the lenders might be headed for trouble.

Bahrain Fund Buys Stake in U.S. Office Buildings
The sovereign-wealth fund of Bahrain on Thursday bought a 49% stake in a portfolio of seven office buildings spread between Phoenix and Dallas.

Port Authority to Pay $12.3 Million to World Trade Center Contractor
The Port Authority of New York and New Jersey has reached a deal to end an $87 million payment dispute with a Canadian construction firm that helped build One World Trade Center.

In Midtown, a Changing of the Seasons
The Four Seasons is preparing to end its half-century run in Manhattan?s Seagram Building by mid-July, but its co-owners aren?t done with the restaurant business just yet.

Architect Richard Meier Changes His Palette for New Tower
Architect Richard Meier, known for his buildings in a narrow spectrum between radiant pearl and creamy beige, has designed a residential tower now under construction on Manhattan?s East Side that is white.

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