Case Study – Commercial Real Estate Purchase

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

PROFESSION: CRE  NET WORTH: $39MM

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

OPEN

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

Case Study #3 – Investment Property (Venice)

OPPORTUNITY: Referred a client with a newly purchased 2 Unit Investment Property that was a cash purchase.  Looking to lever property.

SOLUTION: LEVER INCOME PROPERTY

Value: $670M

Mortgage: $0M

LINE OF CREDIT: $455K

CASE CLOSED

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