Académique Documents
Professionnel Documents
Culture Documents
Questionnaire
Note: You will NOT need to complete all sections! Date: __________
Contact Information:
1. What is your name? ____________________________________
2. What is your company name? _____________________________
3. What is your street address? ______________________________________________
4. What is your phone #? _____________ Your fax #? _____________
5. Your cell #? _____________ Your e-mail? ______________________
6. Referred by: _____________________ Phone: ____________ Fax: __________
7. Email: ______________________
© C. S. Higdon, Inc., 2007-2009. 7300 W. 110th St., 7th Floor, Overland Park, KS 66210. 888-578-5441, 310-388-4604 Fax
Page 1 of 6
30 Minute Commercial Financing Analysis
Questionnaire
9. If this is an Apartment Building:
a. How many units? ________
b. What is the unit breakdown, how many of each type, and the SF of each:
________________________________________________________________________
________________________________________________________________________
c. What percentage of the units are leased to:
1. Students? ___% Section 8? ___% Military? ___%
2. Retirees? ___% Blue collar? ___% Professionals? ___%
d. How many corporate units? _____
e. How many furnished units? _____
f. How many studio units? _____
g. If Section 8 or other subsidized rents, what are the requirements and obligations of the
owner? _________________________________________________________________
10. If this is a Commercial Building:
a. Type of property (office, industrial, anchored retail, unanchored retail, etc.):
____________________________________
b. How many rentable spaces? _________
c. Total Rentable Square Feet: ______ SF Ocupied: _______ SF _____ %
1. Please attach a tenant/lease summary including any vacant space.
Please show square footage, rent, type of lease, indicate if owner occ. or
vacant, original occupancy date, and lease start/end dates for each unit.
d. How long are the leases? _____________________________________________
e. What expenses do the tenants pay? ____________________________________
f. What type of construction? ___________________________________________
11. If this is a Hotel/Motel, is it operated under a flag (nationally recognized chain)? Yes No
a. If so, which? _________________________________
b. Do you have a STAR report? Yes No
c. What is the average Daily Room Rate (ADR)? $_________
d. How many rooms? __________
e. What extra services are available (i.e., restaurant, spa, convention facilities, etc.)?
__________________________________________________________________
If this is a Refinance:
1. What is the current estimated market value of the property? $______________
a. Calculate Cap Rate: _____%
2. What is the existing loan balance? $_________ Monthly payment? $_________
3. Is this payment Interest Only? Yes No
4. What is the interest rate? ____% Call or due date? ___/___/____
5. Lender name? ___________________________________________
6. Can this loan be prepaid? Yes No
7. What is the prepayment penalty? ____________________________________________
8. When did you buy the property? ___/___/____
9. What was the purchase price? $______________
10. What was the down payment? $______________
11. Was it an exchange or straight purchase? _________________________
12. What is the reason for your request?
_______________________________________________________________________
© C. S. Higdon, Inc., 2007-2009. 7300 W. 110th St., 7th Floor, Overland Park, KS 66210. 888-578-5441, 310-388-4604 Fax
Page 2 of 6
30 Minute Commercial Financing Analysis
Questionnaire
If this is a Purchase:
1. What is the purchase price? $_____________
a. Please forward a copy of the purchase agreement.
b. Calculate Cap Rate: _____ %
2. In what physical condition is the property? ____________________________________
3. Please describe any deferred maintenance:
_______________________________________________________________________
4. Estimated amount to fix: $_____________
5. What is the dollar amount of any anticipated repairs or improvements you are going to
immediately make above your down payment? $____________
6. What date does your earnest money go hard? ___/___/____
7. Is there a financing contingency beyond this date? Yes No
8. If yes, by what date must you have a commitment? ___/___/____
9. What is the closing date? ___/___/____
10. Is this an exchange or a straight purchase? Exchange Purchase
11. Why are you buying this property?
______________________________________________________________________
© C. S. Higdon, Inc., 2007-2009. 7300 W. 110th St., 7th Floor, Overland Park, KS 66210. 888-578-5441, 310-388-4604 Fax
Page 3 of 6
30 Minute Commercial Financing Analysis
Questionnaire
© C. S. Higdon, Inc., 2007-2009. 7300 W. 110th St., 7th Floor, Overland Park, KS 66210. 888-578-5441, 310-388-4604 Fax
Page 4 of 6
30 Minute Commercial Financing Analysis
Questionnaire
Complete the following page 5 below (Owner Occupied Questions) if 25% or more of the
subject property will be occupied by the owner.
Miscellaneous Questions:
1. What percentage of the building does your business occupy? ____%
2. Have you or any of your companies ever been involved in bankruptcy or insolvency
proceedings? Yes No
3. Are you or your business involved in any pending or prior lawsuits? Yes No
4. If yes, please provide details on a separate sheet
5. Have you ever received an SBA loan? Yes No If yes, please provide a copy of the SBA Loan
Authorization document and the following:
6. Original Loan Amount: $___________ Date of the loan: ___/___/____
7. Current Balance: $_____________ Current Status: ____________________________
Total Monthly
Total Present Balance
Payment
© C. S. Higdon, Inc., 2007-2009. 7300 W. 110th St., 7th Floor, Overland Park, KS 66210. 888-578-5441, 310-388-4604 Fax
Page 5 of 6
30 Minute Commercial Financing Analysis
Questionnaire
If this loan involves Construction:
1. Indicate what kind of project this is: Rehabilitation New Construction
2. If a rehab, when was this property built? ___/___/____
a. In what physical condition is the property? ______________________________
b. Please describe any deferred maintenance:
________________________________________________________________
3. If this is new construction:
a. For what is the property zoned? _____________________________________
b. Is it zoned for your intended use? Yes No
c. If not, when will you have city/county approval? ___/___/____
d. When can you obtain permits? ___/___/____
e. What needs to be done to obtain permits?
__________________________________________________________________
__________________________________________________________________
4. What is the total construction budget? $___________
a. How much have you spent so far? $__________
b. Please provide a Line Item Cost Breakdown.
c. Please provide a Sources and Uses of Funds Statement.
5. When can you begin construction? ___/___/____
6. How long will it take you to complete construction? _______ months.
7. Have you done this type of project before? Yes No
a. If “yes, please provide a resumé of past projects and experience.
b. If “no,” have you hired an experienced Contractor? Yes No
c. Please provide a resumé on the Contractor.
8. Will you have other tenants in the property? Yes No
a. If so, are any of the spaces pre-leased? Yes No
b. If so, what percent? ___%
c. What percent are national or credit tenants? ___ %
© C. S. Higdon, Inc., 2007-2009. 7300 W. 110th St., 7th Floor, Overland Park, KS 66210. 888-578-5441, 310-388-4604 Fax
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