1. Executive Summary/Loan Request Overview
2. Rent Roll
3. Census Report
4. Commercial Lease Summary [if occupied by commercial tenants]
5. List of services offered (assisted living, skilled nursing, Alzheimer’s care, congregate living, etcetera)
6. Profit & Loss or Schedule E for subject property [three years previous and current year-to-date]
7. Profit & Loss for subject property: 12 months trailing
8. Profit & Loss for subject property: 12 months projected
9. Use Of Funds
10. Articles of Incorporation
11. Personal Financial Statement or 1003
12. Schedule of Real Estate Owned: business and personal
13. Tax Returns: business and personal [three years previous]
14. Profit & Loss or Schedule E: all business entities [three years previous, current, and current year-to-date]
15. Balance Sheet: all business entities [three years previous and current year-to-date]
16. Pictures of subject property: interior and exterior color photographs
17. Leases [if occupied by commercial tenants]
Commercial Real Estate Lender
