So that we can better serve you, it is best for the following to be included in a financing request. We will revert with questions and guidance thereafter.
Beyond the items referenced above, circulate any of the following that are pertinent, e.g., offering memorandum, purchase & sale agreement, appraisal & other third party reports, project budget & cash-flow proforma (construction/transitional), tenant sales reports (retail), tenant leases, site plan, preliminary title report, survey, STR reports (hospitality), resume or biography, press articles (positive & negative), and any material disclosures that you know or should know. With respect to your personal assets, liabilities, liquidity, and credit history, we typically address those topics in an initial phone call.
As an aside, if you’re in hot pursuit of an acquisition and seeking swift feedback, we can make do with only the offering memorandum in the interim, so please send it along and let’s get on the phone!