In this guided-learning case study, you will step into the role of a credit analyst and work with a prospect who’s looking for indicative commercial mortgage terms for a proposed office property acquisition.
You will review the components of the due diligence package including documents such as a Purchase & Sale Agreement, an Offer to Lease, a rent roll, a restricted-use appraisal report, and the vendor’s historical financial statements. We’ll also work through some assessment tools to support your analysis of the credit request, including a rent roll summary, commercial mortgage calculator, and a risk rating and profitability model.
We recommend you complete the following courses before taking this case study:
The Commercial Real Estate Finance Bundle is a series of 9 courses and 1 comprehensive, commercial mortgage case study.
This case study is perfect for any aspiring credit analyst working in real estate, underwriting, commercial lending, corporate credit analysis, and other areas of credit evaluation.