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Private Small Balance

SBA Own.Occ.Purchase – $200k Min. SBA 504b 2nd Lien – $120k Min. FULL DOC ONLY

CONSTRUCTION/REHAB Financing Available for MOST Properties Above –75% to 90% CLTV
Available for Owner Occupied or Fully Leased Properties ONLY – MINIMUM Loan Amount of $300,000.

MINIMUM Credit Requirements (ALL Loans/Properties):  Principals MUST show proof of 10 – 12 Months Reserves and Credit Card Balances UNDER $65,000.

  1. Any N.O.O. Borrowers should have Outside Income to cover Living Expenses AND 25% of Mortgage.
  2. Property owned less than 5 Years will be Valued at Purchase Price plus Paid Capital Improvements.
  3. Own. Occ. Business or SINGLE Tenant MUST be Profitable on 2007 & 2008 Tax Returns and 2009 YTD.
  4. 660 Minimum Credit Score (720 for ANY Construction) on any Owner Occupied or N.O.O. Properties.
  5. Property Taxes, Mortgage Payments, and Payroll Taxes must be Current PRIOR to Underwriting.
  6. NO Cash-Out Available EXCEPT for Property Improvements and/or Loan Costs ONLY.
  7. NO Bankruptcies or Foreclosures for 10 Years.

Properties we just Can NOT Finance under this program:

  • ANY RESIDENTIAL Development-Subdivision-Project-Condos-Fractionals, etc.
  • Any VEHICLE DEALERS (Cars/Trucks/Motorcycles/RV’s/Boats/etc.)
  • NO NEW Business Start-Ups as Primary Tenant (INCLUDES Hotels)
  • Warehouse/Industrial Over 60,000 sq.ft – OR – Over 60 Years Old.
  • Car Washes, Convenience Stores (w/ Gas) and Gas Stations
  • ANY Hotels/Motels/Bed & Breakfast Built BEFORE 1994.
  • NO Bars, NO Night-Clubs nor ANY Adult Entertainment.
  • CHURCHES and most Church-Owned Facilities
  • Multi-Family and APARTMENT Complexes
  • Mobile Home Parks and R.V. Parks

Property Type

Max LTV SBA and Non-SBA

Estimated* Rate Adjust. and Fixed

1. Office/Office-Condo/Office-Warehouse

90%

5.75% 6.65%

2. Light Industrial/Assembly/Warehouse

90% 60%

5.75% 6.65%

3. Multi-Store Retail Strip Center

90% 60%

5.75% 6.65%

4. FLAGGED Hotel up to 15 years Old

85%

55%-60%

5.75% 7.40%

5-14 $2,500,000 Maximum 1st Lien for Special Use Prop. (#5 to #14) below

5. Heavy Industrial – Manuf. (Env.Survey)

80% 50%

5.75% 7.40%

6. SFR Conversion (Office/Retail)

80% 50%

5.75% 7.40%

7. Mixed-Use – Retail/Office with Residences

80% 50%

5.75% 7.40%

8. Schools – Day Care – Banquet Halls

80% 50%

5.75% 7.40%

9. Automobile/Truck/Vehicle SERVICE Center

80% 50%

5.75% 7.40%

10. Assisted Living Facility – Funeral Home

80% 50%

5.75% 7.40%

11. Stand-Alone Retail – Salons – Spas

80% 50%

5.75% 7.40%

12. Laundromats – Drycleaners (Env.Survey)

50% 50%

5.75% 7.40%

13. Self-Storage -or- ANY Metal Buildings

50% 50%

5.75% 7.40%

14. Golf Club-Bowling Alley–Some Restaurants

* ALWAYS SUBJECT TO CHANGE

75%
45%-50%

6.25% 7.975%