Commercial

Our California commercial lending services are by appointment only. At a scheduled
time we will review your objective and strategies for financing your property.

Property Types

We offer loan services for the following property types:

• Retail

• Industrial

• Office Space

• Multi Family

• Mixed Use

• Construction

Acquisition

We offer debt financing for the acquisition of commercial property. If you are in
the process of building or purchasing a California commercially zoned property,
then we can help negotiate a loan for your project.

Terms, LTC/LTV, and rates will vary depending on your transaction. We have several
lender relationships through out California and across the United States that
we can utilize to help meet your needs. Our typical loan amounts are $1,000,000
and greater.

In addition to purchasing an already existing property, we can also help arrange
loans for construction. If you are in the process of developing land and you
are ready to build, then call us at (619) 209-3544 or see San Diego Commercial
Loans

Refinance

As your commercial project matures, you may need new loan terms to further extend your
operations. We work with several clients who utilize our services to refinance
their commercial loans. With our extensive network, let us work to find you the
best terms and rates.

We can help you with the following types of refinance:

• Cash for property improvement

• Rate and Term Refinance

• Equity Distribution

By utilizing your property’s historical information we can negotiate a new loan
for your property. For specific inquiries call (619) 209-3544 or click San
Diego Commercial Refinance

Broker Underwriting

In addition to commercial lending, we offer Broker Underwriting. Are you
considering the following?


Selling your property

• Buying a new property

• Refinancing

• Considering a joint real estate venture

If the above criteria describes your position, our broker underwriting services would
be valuable to you in clearly communicating your perspective! We have the
ability to present property information in an evaluative profile that could be
used as a great sales and presentation tool. You may utilize a pro forma in the
following:

• For sellers we can generate a comprehensive profile of you property’s historical
operating figures.

• If you are trying to gain investors or other partners we can model your
specific investment objective.

• We also provide our underwriting services for clients who are seeking
financing from a third party.

These powerful tools will help you communicate your message and perspective to
interested parties. For more details, call (619) 209-3544 or visit Commercial
Pro Formas

General Loan Requirements

3 Year Business Tax Return

2 Year Personal Tax Return

Financials

Bank Statements

Pro Forma

These are general requirements for our various loan programs. If you have specific
questions regarding your documentation, we can address that in your scheduled
meeting.

If you have interest in our California commercial lending services please call for an
appointment today. Our team has a strong background in economics, finance and
underwriting. For specific inquiries, call (619) 209-3544 or click San Diego
Commercial Loans

 

  • Need More Information?

    To speak with a Real Estate Consultant, please call (619) 209-3544.
  • Client Testimonial

    "Morgan is patient, professional, and extremely knowledgeable! He listened to our needs, showed us many options and in the end we found a home that was perfect for us and our budget. His calmness throughout the process was remarkable. He was always available to answer questions and clear up any misgivings we had. With Morgan on our side I was positive we were getting the best deal for our home." - Adina, San Diego

Property Management

We offer professional management services that include; evaluation, leasing, property rehab, accounting and project modeling. Call today for a free evaluation - (619) 209-3544

Buyer Services

Are you looking for your next home? We specialize in Buyer Services through out San Diego County. We work with a large network of lenders to help you qualify for your next home. Our expert staff can help you with all aspets of buying a home. For more information, call us today!

Seller Services

If you are considering selling your home, you need a real estate professional that can help you identify your property value and help you maximize your marketing efforts to qualified potential buyers.