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Archive for the ‘Refinance’ Category

Case Study – CRE Refinance

OPPORTUNITY: Refinance 89,300 sq ft retail property in Downtown LA, CA.

PROFESSION: CRE NET WORTH: $39MM

SOLUTION: 7/30 Fixed Rate Loan at 4.30%/5 year IO

Value: $15,900,000

Loan: $10,450,000

DSCR: 1.38x LTV: 65% DEBT YIELD: 8.84%

CLOSED

If you have a similar case, or question, please e-mail me on privatebanker@facebook.com

Consult with me on Maven

Case Study – Mortgage

August 15, 2014 Leave a comment

OPPORTUNITY: Diversifying from his commercial real estate portfolio, request through Business Owner Advisory Program to refinance primary residence.

PROFESSION: Commercial Real Estate NET WORTH: $144MM

SOLUTION: Mortgage

Value: $32,500,000

LTV: 22%

MORTGAGE: $7,000,000

OPEN

If you have a similar case, or question, please e-mail me on ceisaac@ymail.com

Case Study – Mortgage

OPPORTUNITY: Completing construction financing on new primary residence in Brentwood, request to refinance from fully amortizing option into interest only ARM.

PROFESSION: Commercial Real Estate

NET WORTH: $53MM

SOLUTION: 5/1 Interest Only Value: $9,800,000 LTV: 66.3%

MORTGAGE: $6,500,000

OPEN If you have a similar case, or question, please e-mail me on ceisaac@ymail.com