Private real estate financing.
Start with the transaction.
Compare property financing around the amount needed, when funds must be available and how repayment would happen. Describe the property, ownership and existing obligations so the next conversation starts with the details that matter.
Describe your transaction ↓What needs to be different?
What date matters, how much is needed and what must happen before funds can be used?
What source would repay the financing, and which events must happen first?
Who owns the property, who would borrow and which existing loans or obligations affect the request?
A purchase before a sale The purchase and sale dates may not line up. Outline the amount needed between events, the planned sale and what changes if that sale is delayed.
Understand bridge financing →
A refinance around a milestone A proposed refinance may depend on completed work, approvals or another property event. Identify the dependency, the current loan’s repayment date and the intended refinance. Explain your plan if the milestone or new financing is delayed.
Several owners or obligations Multiple owners or existing loans can add complexity. Identify the ownership arrangement, who would borrow and which obligations affect the property. Separate the requested financing from any proposal to buy, sell or invest in an existing note.
Describe the constraint before choosing the structure.
Build a transaction outline.
Outline the property, financing need and repayment plan. Continue to carry these details into your inquiry, then review the email before sending it. Nothing is sent by this worksheet.
Use your outline to discuss the financing need, repayment plan and questions that remain. A transaction summary helps make the next conversation specific.
Prepare a project inquiry ↗