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Prospective clients may use the following list of documents as a guide to preparing a submission to MSI Capital Group.

Borrower Information

Major principals(s), partners, management
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 % units

Template Downloads
Complete loan application package attached.

» MSI Loan Application Packet
» Blank Operating Statement
» Blank Rent Roll