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Posts Tagged ‘West Los Angeles’

Case Study – Residential Construction Loan (Santa Monica)

OPPORTUNITY: Request for a construction loan to construct new high end modular home for primary residence.

BORROWER: Individual

PROFESSION: Medical NET WORTH: Affluent

SOLUTION: Construction Loan

LOAN AMOUNT: $1,925,000

VALUE: $3,200,000 (‘subject to completion’) LTC: 63% LTV: 60%

DTI or GDSCR: N/A

OPEN

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

“You will get all you want in life, if you help other people get what they want”
– Zig Ziglar

Case Study – Revolving Line of Credit

OPPORTUNITY: Request for RLOC to bridge purchase of new $3,995,000 residence with the sale of current $2,500,000 residence. Revolving Line of Credit will be used for shortfall of net proceeds.

BORROWER: Individual

PROFESSION: Medical NET WORTH: Affluent

SOLUTION: RLOC

LOAN AMOUNT: $225,000

VALUE: N/A LTV: N/A

DTI or GDSCR: 1.24x

CLOSED

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

“You will get all you want in life, if you help other people get what they want”
– Zig Ziglar

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