Shopping Centers, Office Buildings & Apartment Complexes
Loan Proposal Contents

• Partnership Agreements or Articles of Incorporation.
• Current Financial Statement... (Within 60 days) Both Company & Personal Statements Required
• 2 Years of Tax Returns on Corporation, with Schedules as submitted to IRS.
• 2 Years of Tax Returns on EACH principal or general partner with Schedules as submitted to IRS.
• Detailed 3 Year Profit & Loss Statement on Subject Property.
• Two to Three Year Pro Forma
• Any Recent Appraisal or Detailed Physical Description.
• Color Photos or Artist’s Renderings of Property/Site Plan
• Statement on How Funds Will be Utilized.
• Copies of Existing Mortgage.
• Leases & Rent Roll. (If Applicable)
• Purchase & Sale Agreement. (If Applicable)
• Detailed History of Corporation with Resume of Principals.
• Cost Breakdown, in Detail, of Construction Costs. (If Applicable)