Medro Updates
Portfolio Planning: Look for Financing Reviews That Compete for the Same Team
By Don McClain | Founder & Principal, Medro Advisors
The August financing-planning article recommends looking beyond one transaction. Put the next year of maturities, acquisition reviews and major capital decisions on one portfolio calendar. Identify periods when several files need the same accountant, property manager or decision-maker at once.
Sequence preparation around those shared workloads rather than treating each loan as an independent project. Name a backup for essential evidence and allow time for review before external deadlines. This adds a team-capacity test to early financing planning; it does not assume a refinance will be available.
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