Executive summary, Source and Uses, Bios, 5 Year Projections
Executive Summary- A concise, but through overview that includes: Description of property, Legal Owner, Loan Amount & Use of Funds, Date of Purchase & price, debt service, Sources & Uses, Exit Strategy, The Story, Color Photos.
Operating Income- We need a complete financial picture if not included in ES above:
Current NOI ( If Applicable) & Proforma NOI 5 year Projections,
Other Helpful Items include:
For Initial Assessment:
Project Name, Project Location, New Development or Acquisition, Project Type (Multi-Family, Retail, Etc.), Requested Loan amount, Amount equity in project, Amount of liquidity.
Information will be given to you about properties, once NDA are signed.