Standard & Small Balance Commercial Programs

loan amounts

Small Balance - $1,000,000 to $5,000,000

Standard - $1,000,000 to $25,000,000

eligible property types

Office / Retail / Industrial / Self Storage / Mixed Use / Single-Tenant

ineligible property types

Special Use properties unless the use is part of a multi-tenant property; car wash; restaurants; bars; health club/spa; church; school; hospital; B&B; adult entertainment; auto sales; vacant land

loan terms

Fixed Rate Terms: 3, 5, 7, 10 yrs; Amortization 30 yrs

max ltv

75-80% in most markets; 70% in smaller/tertiary markets

CLTV - no seller or subordinate financing allowed

Min dscr

1.20x - 1.25x

min occupancy

Typically 85%

prepayment penalties

Typically Step-Down; Yield Maintenance available

recourse

All loans are typically full recourse; non-recourse available at lower LTV

rate lock

60-day rate lock available

tax & insurance escrows

Not required

assumability

Loans are typically assumable subject to lender approval; subject to a 1.0% assumption fee

msa / markets

Nationwide. MSA requirements are typically 20,000 population within a 25 mile radius

borrower characteristics

Net worth: typically equal to or greater than the loan amount
Liquidity: 3-6 months post-closing liquidity (including 1031 accommodator acct)

min. fico

Typically 660 or above; lower scores may be acceptable based on mitigants

replacement reserves

Typically $0.10 - $0.30/SF (underwritten, not collected)

ti / lc's

Tenant Improvement and Leasing Commissions are typically $0.10 - $0.30 /SF/YR (underwritten, not collected)

rent reserves

May be required based on rollover risk

estoppels / snda

May be required
   

 

Commercial and Small Balance

Commercial Properties

Office

Industrial

Anchored Retail

Unanchored Retail

Self Storage