Submission Requirements
Overview Executive summary of opportunity
Proprietary Information
  • Property description
  • Preliminary site plan or conceptual plan
  • Financial statements or tax returns
  • Rent roll
  • Competitive landscape
Contracts/Agreements
  • Purchase, sale or option contracts/agreements
Borrower Information
  • Resume, personal biographies and past projects
  • Personal financial statements
Third Party Reports
  • Appraisal, environmental and any other reports
Transaction Details
  • Sources and uses and deal proforma
  • Time line for closing
  • Collateral overview
  • Expected returns
Loan Requests
724 Broadway
Sonoma, CA 95476
tel (866) 775-2332
fax (707) 933-1348