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Document Requirements

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Below are the initial documents needed to evaluate real estate financing for commercial investment properties that are non-owner occupied.

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• Owner Personal Financial Statement
• Schedule Real Estate Owned
• Property Operating Statement / T12
• Rent Roll
• Owner Resume / Bio
• Scope of Work & Budget (If Rehab or Ground-up Construction)
• 3-Years Personal & Business Tax Returns (Bank Loans only)
• Personal tax returns are NOT needed for CMBS or private loans.

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Eligible Property Types: Commercial investment (non-owner occupied)

• Office
• Retail
• Industrial
• Mixed-Use
• Medical Buildings
• Commercial Portfolios
• Assisted Living
• Automotive
• Cannabis
• Church
• Gas Station / Car Wash
• Hotel
• Vacant Land / Agricultural
• Land / Non-Rural
• Marina
• Youth Housing
• Restaurant / Bar
• Self-Storage
• Specialty Use
• Residential Developments
• Residential Portfolios
• RV Parks