Process
Prospective clients may use the following list of documents as a guide to preparing a submission to MSI Capital Group.
Borrower Information
Borrower
Major principals(s), partners, management
Contact
Background summary (including any prior bankruptcies)
Loan Information
Requested loan amount
Loan type
Loan term (years)
Amortization (years)
Existing debt
Anticipated sources and uses of funds
Property Information
Color pictures of subject property (digital OK)
Regional and local location maps of property (north, east, south, and west views)
Site plan
Aerial photograph (if available)
Third-party reports
Purchase price/date
Existing debt balance/lender
Market Information
Current market occupancy
Current market rents, by type of space (anchor, in-line, and top floor)
Current market comparables, by type
Subject property's sub-market
Property's Operating Information
Past 3 years' property operating statements, including capital expenditures
Projected 3 years' property operating statements
Occupancy associated with prior year and projected 12 month operating statements
Current rent roll
Ground lease and analysis (if applicable)
Schedule of reimbursements and how they are calculated
3 years' sales figures for tenants with % unitsTemplate Downloads
Complete loan application package attached.
» MSI Loan Application Packet
» Blank Operating Statement
» Blank Rent Roll
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