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 % units
Template Downloads
Complete loan application package attached.
MSI Loan Application Packet
Borrower Resume Template
Blank Operating Statement
Blank Rent Roll