CRE Lending Coach
Interactive Online eBook
 
Created for inexperienced lenders and analysts, CRE Lending Coach is an interactive eBook covering some of the most important areas for underwriting sound CRE loans.  In the field or in the office, the reader picks a topic and immediately receives valuable information & underwriting coaching. 
 
There is no charge for accessing CRE Lending Coach and the chapters of Phase I.  

 

CRE Lending Coach Phase I
 
Introduction to CRE Lending
  • CRE Lending: The Essentials
  • Property Operating Statement
  • CRE Loan Documentation
  • Retail Properties
  • Office Buildings
  • Hotels
  • CRE Lending Glossary
     
Construction Lending
  • Reviewing a Construction Budget
  • Construction Draw Management
  • Lending to Residential Homebuilders
  • Contractor Surety Bonds
  • CRE Lending Glossary

 

Permanent Loans

  • Negotiating Permanent Loans: Part 1
  • Estoppel Certificates
  • Non-Disturbance Agreements (SNDA)
  • CRE Lending Glossary

 

Real Estate Developers

  • Real Estate Developers & Partnerships
  • Real Estate Developers: Risk Profile
  • CRE Lending Glossary
 
Special Credit Topics
  • Understanding Personal Guaranties
  • Hotel Management Contracts
  • Ground Leases
  • Reviewing CRE Appraisals 
  • CRE Lending Glossary
 
 
Coming 1st Quarter 2023
 
CRE Lending Coach: Phase II
  • Negotiating Permanent Loans: Part 2
  • Evaluating a Property’s Projected Cash Flow
  • Stress Testing Cash Flow & LTV
  • Contractors: Financial Analysis
  • Contractors: Signs of High Risk
  • Reviewing Construction Loan Agreements
  • Underwriting Construction Loans
  • Reviewing Take-Out Commitments
  • Reviewing Commercial Leases
  • Real Estate Developers: The Balance Sheet
  • Real Estate Developers: Cash Flow
  • Distressed Loans: Preparing for a Possible Default
  • Standstill & Restructure Agreements
  • Land Development Loans

 

Commercial Financial Analysis

 

July-August Seminars

CFA 2420  7/16 - 7/18

CFA 2421  7/23 - 7/25

CFA 2422  8/20 - 8/22

CFA 2423  8/27 - 8/29

 

CFA Training Fee

$675 per Attendee

 

 Sept - Oct Seminars

CFA 2424  9/17 - 9/19

CFA 2425  10/1 - 10/3

CFA 2426  10/15 - 17

CFA 2427  10/29 - 31 

Writing Credit

Presentations

 

WCP 2405  9/3 

WCP 2406  9/5 

 

$275 per Attendee

C & I 

Working Capital Financing

 

WCF 2402   

Date to be announced


$275 per Attendee

 

Exclusive

On-Site Training 

 

CRE Lending 

Coach