The Commercial Real Estate Podcast

Talking to lenders

October 08, 2021 The Mindful Investor
The Commercial Real Estate Podcast
Talking to lenders
Show Notes

Nice introductory email presenting yourself in a few words and then what you like about the opportunity and what may be challenging
Provide them with the information they will need: personal statement, income and expenses, rent roll, T12 if needed
Important first impression when meeting a potential lender: provide all the information needed, including a portfolio of investment so far
Answer right away about steps you are taking to get them the information if you don't have it readily available