Investment Property Financing Plan

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Property or clearly labeled sample deal: scope, team, and timingCash needed for purchase, closing, work, carrying costs, and reservesProposed funding source and verified contactCash you supply, funding conditions, and availability of drawsProposed rate, fees, payment schedule, and maturity dateCollateral, personal obligations, extension, and early-repayment questionsRepayment plan and what changes if the project takes longerUnanswered questions, adviser/lender review, owner, and deadline

Planning worksheet from Johnoson Crutchfield and Grab the Map. Record the actual facts and proposed terms for your situation. This sheet is not a loan approval, tax return, valuation, or investment recommendation. Return to the guides.