Flexible financing for storage, mixed-use, apartments, healthcare.

Borrower*

Application Date*

Originator*

Application Date*

LOAN INFORMATION

Loan Name/Description *

Recourse PreferenceRecourseNon-RecourseNegotiable

Loan PurposePurchaseRefinanceConstruction

If Purchase, Purchase Price*

Closing Date*

If Refinance, Loan Balance*

Interest Rate*

TypeFixedVariable

Cost of Recent Improvements*

Improvements DocumentedYesNoUnknown

If Construction, Construction Cost + Land*

Completion Date*

BORROWER INFORMATION

Primary Contact*

Contact Email*

Address*

City*

State*

Zip*

Phone*

Fax*

Net Worth*

FICO Score*

Bankruptcy?YesNo

PROPERTY INFORMATION

Property Name*

No of Buildings*

Land Area*

Last Appraised Value*

Last Sale Price

Last Appraisal Date*

Date of Last Sale*

Property Attributes Income Subsidized (HAP/HUD)YesNo

If yes, what %*

Owner Occupied?YesNo

Adjacent to Sewage/Waste treatment facility?YesNo

Student Housing*

Military Housing*

Corp Housing*

Amenities Pools*

Laundry Rooms*

Clubhouses*

Tennis Courts*

Exercise Rooms*

Playgrounds*

Security Gates*

Surrounding Land Use

Similar Res*

Higher Scale Res*

Lower Scale Res*

Office*

Industrial*

Retail*

Mixed Use*

BUILDING INFORMATION

Building Address*

City*

State*

Zip*

Number of Stories*

Year Built*

Year Renovated*

Overall AppearanceAverageAboveBelow

Units Include

Microwave*

Ceiling Fans*

Fireplace*

Air Conditioning*

Gross Building Area*

Net Rental Area*

Est Market Vacancy*

Flat RoofYesNo

T-111 ExteriorYesNo

Rent Roll

Unit Type ** Examples 1BR / 2BA, 2BR / 2BA, 2BR / 2.5BA, Studio, Other, etc.

Unit #	Unit Type**	# of occupied units	# of vacant units	Avg. monthly rent per unit	Est. market rent per unit	Avg Unit Area (SF)	Min monthly rent per unit	Max monthly rent per unit	HEAT	ELEC	WATER	SEWER	GAS	OIL	LANDSC	LNDRY	PARKING

Income & Expenses Statement

3 Previous Yrs

Current YTD

Year1*

Year2*

Year3*

Year4*

Year1 Base Rent*

Year2 Base Rent*

Year3 Base Rent*

Current YTD Base Rent*

Trailing 12 months Base Rent*

Adjustments Base Rent*

Final Base Rent*

Base Rent Notes*

Year 1 Laundry Vending Income*

Year2 Laundry/Vending Income*

Year3 Laundry/Vending Income*

Current YTD Laundry/Vending Income*

Trailing Laundry/Vending Income*

Adjustment Laundry/Vending Income*

Final Laundry/Vending Income*

Laundry/Vending Income Notes*

Year1 Parking Income*

Year2 Parking Income*

Year3 Parking Income*

Current YTD Parking Income*

Trailing Parking Income*

Adjustment Parking Income*

Final Parking Income*

Parking Income Notes*

Year1 Other Income*

Year2 Other Income*

Year3 Other Income*

Current YTD Other Income*

Trailing Other Income*

Adjustment Other Income*

Final Other Income*

Other Income Notes*

Year1 Vacancy and Collection Loss*

Year2 Vacancy and Collection Loss*

Year3 Vacancy and Collection Loss*

Current YTD Vacancy and Collection Loss*

Trailing Vacancy and Collection Loss*

Adjustment Vacancy and Collection Loss*

Final Vacancy and Collection Loss*

Vacancy and Collection Loss Notes*

Year1 Effective Gross Income*

Year2 Effective Gross Income*

Year3 Effective Gross Income*

Current YTD Effective Gross Income*

Trailing Effective Gross Income*

Adjustment Effective Gross Income*

Final Effective Gross Income*

Effective Gross Income Notes*

Year1 Real Estate Taxes*

Year2 Real Estate Taxes*

Year3 Real Estate Taxes*

Current YTD Real Estate Taxes*

Trailing Real Estate Taxes*

Adjustment Real Estate Taxes*

Final Real Estate Taxes*

Real Estate Taxes Notes*

Year1 Property Insurance*

Year2 Property Insurance*

Year3 Property Insurance*

Current YTD Property Insurance*

Trailing Property Insurance*

Adjustment Property Insurance*

Final Property Insurance*

Property Insurance Notes*

Year1 Utilities*

Year2 Utilities*

Year3 Utilities*

Current YTD Utilities*

Trailing Utilities*

Adjustment Utilities*

Final Utilities*

Utilities Notes*

Year1 Repairs and Maintenance*

Year2 Repairs and Maintenance*

Year3 Repairs and Maintenance*

Current YTD Repairs and Maintenance*

Trailing Repairs and Maintenance*

Adjustment Repairs and Maintenance*

Final Repairs and Maintenance*

Repairs and Maintenance Notes*

Year1 Management Fees*

Year2 Management Fees*

Year3 Management Fees*

Current YTD Management Fees*

Trailing Management Fees*

Adjustment Management Fees*

Final Management Fees*

Management Fees Notes*

Year1 Payroll and Benefits*

Year2 Payroll and Benefits*

Year3 Payroll and Benefits*

Current YTD Payroll and Benefits*

Trailing Payroll and Benefits*

Adjustment Payroll and Benefits*

Final Payroll and Benefits*

Payroll and Benefits Notes*

Year1 Advertising and Marketing*

Year2 Advertising and Marketing*

Year3 Advertising and Marketing*

Current YTD Advertising and Marketing*

Trailing Advertising and Marketing*

Adjustment Advertising and Marketing*

Final Advertising and Marketing*

Advertising and Marketing Notes*

Year1 Professional Fees*

Year2 Professional Fees*

Year3 Professional Fees*

Current YTD Professional Fees*

Trailing Professional Fees*

Adjustment Professional Fees*

Final Professional Fees*

Professional Fees Notes*

Year1 General and Administrative*

Year2 General and Administrative*

Year3 General and Administrative*

Current YTD General and Administrative*

Trailing General and Administrative*

Adjustment General and Administrative*

Final General and Administrative*

General and Administrative Notes*

Year1 Other Expense*

Year2 Other Expense*

Year3 Other Expense*

Current YTD Other Expense*

Trailing Other Expense*

Adjustment Other Expense*

Final Other Expense*

Other Expense Notes*

Year1 Ground Rent*

Year2 Ground Rent*

Year3 Ground Rent*

Current YTD Ground Rent*

Trailing Ground Rent*

Adjustment Ground Rent*

Final Ground Rent*

Ground Rent Notes*

Year1 Total Operating Expenses*

Year2 Total Operating Expenses*

Year3 Total Operating Expenses*

Current YTD Total Operating Expenses*

Trailing Total Operating Expenses*

Adjustment Total Operating Expenses*

Final Total Operating Expenses*

Total Operating Expenses Notes*

Year1 Net Operating Income*

Year2 Net Operating Income*

Year3 Net Operating Income*

Current YTD Net Operating Income*

Trailing Net Operating Income*

Adjustment Net Operating Income*

Final Net Operating Income*

Net Operating Income Notes*

Year1 Cap Ex (Repl Reserves)*

Year2 Cap Ex (Repl Reserves)*

Year3 Cap Ex (Repl Reserves)*

Current YTD Cap Ex (Repl Reserves)*

Trailing Cap Ex (Repl Reserves)*

Adjustment Cap Ex (Repl Reserves)*

Final Cap Ex (Repl Reserves)*

Cap Ex (Repl Reserves) Notes*

Year1 Extraordinary Capital Exp*

Year2 Extraordinary Capital Exp*

Year3 Extraordinary Capital Exp*

Current YTD Extraordinary Capital Exp*

Trailing Extraordinary Capital Exp*

Adjustment Extraordinary Capital Exp*

Final Extraordinary Capital Exp*

Extraordinary Capital Exp Notes*

Year1 Total Capital Items*

Year2 Total Capital Items*

Year3 Total Capital Items*

Current YTD Total Capital Items*

Trailing Total Capital Items*

Adjustment Total Capital Items*

Final Total Capital Items*

Total Capital Items Notes*

Year1 Net Cash Flow*

Year2 Net Cash Flow*

Year3 Net Cash Flow*

Current YTD Net Cash Flow*

Trailing Net Cash Flow*

Adjustment Net Cash Flow*

Final Net Cash Flow*

Net Cash Flow Notes*

In Business Since 1980

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