Introduction to Commercial Real Estate Finance

2019-01-07T11:50:45+00:00

Lesson 1 provides an overview of the complete commercial mortgage finance program. It describes commercial real estate properties, gives a brief overview of how commercial real estate is financed, discusses the important role of commercial mortgage intermediaries and concludes with how you, as a student, can benefit from this program.

The Capital Markets

2018-12-27T16:26:40+00:00

Lesson 2 provides an in-depth study of the capital markets, defines the participants in the capital markets, and reveals the methods our financial brokers use to access those capital markets to obtain funds and finance commercial real estate transactions.

CRE Mortgage Clients

2018-12-27T16:26:32+00:00

Lesson 3 introduces you to your potential clients. It discusses the various types of clients who seek financing for commercial real estate, and provides details on the various entity structures used when financing commercial real estate.

CRE Underwriting 101

2019-01-07T11:58:17+00:00

Lesson 4 CRE Underwriting 101 teaches the methods used by commercial mortgage underwriters to qualify loans. Upon completion, students will be able to evaluate property cash flows, values and the projects' ability to pay back a loan or generate a return on investment.

Document Management

2019-01-07T12:43:53+00:00

Lesson 5 Document Management will consider the basic documents required for underwriting owner-occupied and investment properties. Additionally, we will outline best practices for organizing and storing these documents.

Property Types

2018-12-27T16:27:25+00:00

Lesson 6 Property Types teaches you why a thorough knowledge of property types is key to understanding commercial real estate finance. We will discuss how the underwriting guidelines vary based on property types.

Lender Types

2019-01-04T08:14:04+00:00

Lesson 7 Lender Types discusses the various types of lenders actively funding commercial mortgages. These lenders include commercial banks, agencies, investment banks, insurance companies and private debt/equity firms.

Loan Programs

2018-12-27T16:27:54+00:00

Lesson 8 Loan Programs will introduce you to the various loan programs used to finance commercial real estate. You will also learn the typical situations in which each loan program is used to solve problems sometimes experienced by CRE owners and investors.

Owner-Occupied Underwriting

2019-01-04T08:18:45+00:00

Lesson 9 Owner-Occupied Underwriting will teach you to perform a cash flow analysis on the business occupying the property, determine the economic feasibility of a loan request, and adequately summarize the financial analysis.

Multifamily Underwriting

2019-01-04T08:29:58+00:00

Lesson 10 Multifamily Underwriting provides step-by-step instructions for analyzing loan requests, various property valuation methods, and how to create a pro forma and running 12-month summary for multifamily properties.

Retail Underwriting

2019-01-04T08:29:53+00:00

Lesson 11 Retail Underwriting provides step-by-step instructions for analyzing loan requests, various property valuation methods, and how to create a pro forma and running 12-month summary for retail properties.

Office Underwriting

2019-01-04T08:30:40+00:00

Lesson 12 Office Underwriting provides step-by-step instructions for analyzing loan requests, various property valuation methods, and how to create a pro forma and running 12-month summary for office properties.

Self-Storage Underwriting

2019-01-04T08:34:20+00:00

Lesson 13 Self-Storage Underwriting provides step-by-step instructions for analyzing loan requests, various property valuation methods, and how to create a pro forma and running 12-month summary for self-storage properties.

Hospitality Underwriting

2019-01-08T11:02:56+00:00

Lesson 14 Hospitality Underwriting provides step-by-step instructions for analyzing loan requests, various property valuation methods, and how to create a pro forma and running 12-month summary for hospitality properties.

Mobile Home Park Underwriting

2019-01-08T11:02:51+00:00

Lesson 15 Mobile Home Park Underwriting provides step-by-step instructions for analyzing loan requests, various property valuation methods, and how to create a pro forma and running 12-month summary for mobile home park properties.

Loan/Equity Pricing

2019-01-04T08:48:00+00:00

Lesson 17 Loan/Equity Pricing teaches the various indexes used to price commercial mortgage loans, how to define interest rate spreads, how spreads are used to establish the price of debt, and basic pricing structures for loans.

Client Interview

2019-01-04T08:48:04+00:00

Lesson 18 The Client Interview teaches client interviewing techniques required to determine the loan program most suitable to fund the loan request, and best practices for assessing the economic feasibility of the loan request.

Capstone-Owner Occupied

2019-01-04T08:57:52+00:00

Lesson 19 Capstone-Owner Occupied provides a real-life scenario with step-by-step instructions for underwriting owner-occupied loan requests, and evaluates the entire underwriting process for owner-occupied properties.

Capstone-Investment Property

2019-01-04T08:57:41+00:00

Lesson 20 Capstone-Investment Property provides a real-life scenario with step-by-step instructions for underwriting capstone-investment property loan requests, and evaluates the entire underwriting process for those properties.