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Commercial Mortgages and Equipment Leasing
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Construction Permanent Bridge Loans Mezzanine Hard Money Project Fin. SBA 7a SBA 504
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Hotel Financing Initial Information Checklist: Property Name/Flag: _______________________________ Rooms: _________ Legal Entity: ____________________________________ EIN# _____________ Contact Person: __________________________ Phone: __________________ Location (city/state): _____________________________________ Age: ____ Web site: _________________ Phone: ________________ Acquisition or Refinance: ________ $_________________ If Refinance, What is Outstanding Debt Balance: $_____________ Last Appraisal: $_____________ Date: ___________ SBA Eligible? _________ Requested Loan Amount: $______________ Equity: $___________ % _____ In addition, please include the following information in your loan request: Last 2 yrs detailed operating statements, including ADR and occupancy
statistics Last 2 years tax returns Month to Month Trailing-12 month operating statements (or y-t-d) Borrower Resume highlighting previous/current ownership of other hotels
Borrower Tax Returns for last two years (all 20% owners) Capital Expenditure Schedule Current Smith Travel Research Report Digital Photos of Property (by email) Legal Entity: List of partners/owners & Percent owned 10. Management Summary Please Email (if possible) to Jim.Plautz@verizon.net; or fax to 813-963-2462
16209 East Course Drive * Tampa, FL 33624 813-968-6867 FAX 813-963-2462 Greenman.Funding@verizon.net |