Case Study – Commercial Real Estate Purchase

helocOPPORTUNITY: Purchase and development of a 13,901 sq ft Walmart shadowed anchored retail space in AZ.


SOLUTION: Libor based variable rate 3/25 loan with an Interest Rate Swap

Value: $3,550,000

Loan: $2,485,000

DSCR: 1.62 (1.41) LTV: 70% DEBT YIELD: 10.4% (9.1%)

OPPORTUNITY (upon purchase): Construction financing for pad

Loan: $900,000

SOLUTION: Construction Loan


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