Shopping Center Purchase

Assist a long-time business owner purchase the shopping center where they have been the anchor store for 12+ years


Help analyze 14 leases and validate key factors to confirm the current owner’s asking price.  Once that price was agreed upon, screen banks to find the right fit for transaction profile and loan terms and rates.


  • Loan & Banking Placement Services
  • Owner-Occupied and Investment Commercial Real Estate [Site Selection/Searches, Purchase Qualification / Validation Analyses (Cap Rates, DSC, Debt / Yield)]


Secured >$12.475MM in financing from a regional bank with 85% LTV, 15/25 term, no PPP, and an initial rate and floor of 3.99%.