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Wednesday, September 08, 2010
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Submissions Package

  1. City Data
     Chamber of Commerce General Information
     Population Trends
     Major Industry
     City Map to Scale

  2. Demographics
     Small Town: 3-5-10 Radius data
     Metro Area: 1-3-5 radius Data

  3. Site Data
     Site Plan/Survey - Full Size
     Site Plan/Survey - 8.5 x 11
     Building Description/Narrative or Plans and Specs
     Traffic Counts
     Traffic Flows
     Management & Leasing Contracts
     Purchase Contract, if acquisition

  4. Photographs
     Subject
     Aerial - 7,500 to 10,000 feet to show surrounding area
     Street Scenes - All Directions
     Surrounding Properties

  5. Comparable Properties
     Map Locating Site
     Major Tenant List
     Rent Comparables - Rents PSF and Square Footage
     Photos of Comparables

  6. Financials and Resumes
     Borrower & Principals - Financials, Resumes and Previous Year's Tax Returns
     Major Tenants - Financials
     Credit Reports on Borrower/General Partner and Principals
     Borrower Questionnaire (See Forms)
     Borrower/Principal Certification (See Forms)
     IRS Form W-9 for Borrower

  7. Sales Figures
     Major Tenant - Sales Per Square Foot (Retail Only)

  8. Underwriting
     Rent Roll - Including Expense Provisions
     Proforma Income Statement

  9. Appraisal
     If Available (Only Originals - No Copies)(May include many of the above items)

  10. List of Sources and Uses of Funds
     Loan Proceeds Applied For
     Sources of Borrower Funds
     Seller's Name and Purchase Price, if acquisition
     Lenders to be paid off - Name and Loan Amount (approx.)
     Other Uses of Funds