Explore refinancing preparation, underwriting, bridge capital and property decisions. Use these resources to identify the operating assumptions and transaction details that deserve closer review.
Follow a construction or development project from approvals and total project costs through draws, completion and exit. The article explains why budgets, contingency and repayment assumptions must extend beyond the building contract.
Bring loan maturities, planned property spending and expected proceeds into the same calendar. This short Capital Advisory Report overview focuses on identifying the quarter with the heaviest cash demands.
Examine proceeds, required equity, renovation funding, reserves, prepayment restrictions and closing timing alongside the quoted rate. A concise review of whether a commercial loan supports the property’s business plan.
Review current income, occupancy, maturing debt, sponsor equity and improvements together. This brief explains the financing questions behind bridge, recapitalization and stabilization plans, with links to the expanded discussion.
Prepare for maturity by estimating replacement proceeds, identifying a possible capital shortfall and reviewing renewal or recapitalization paths. The article explains why payment history alone does not establish refinancing capacity.
Explore the role of short-term capital in acquisitions, approaching maturities and value-add projects. The article discusses transaction delays, collateral, sponsor strength and the importance of a clear exit strategy.
Distinguish a property’s operating economics from an owner’s potential tax benefit. This short article discusses cost-segregation deductions, study costs and sale consequences, with a link to the IRS audit guide.
This library curates educational material from Don McClain and the Medro family of companies, including articles published on external platforms. It is not independent third-party endorsement. Content is general information, not individualized financial, investment, legal or tax advice, a commitment to lend, or a guarantee of financing.