| Eligible Properties |
Nursing Homes, Res Care, Elderly Housing, Hospitals, Assisted Living Facilities, Independent Living. |
| Borrower |
Corporations, Individuals, Revocable Trusts, maximum 2 member LLC (no sub entities).
Must be a single purpose entity. |
| Interest Rate |
Fixed and variable rate programs. Maximum 35 years fixed. |
| Loan Amount |
Minimum $500,000 - no max. |
| Loan Term |
5-35 Years. |
| Amortization |
Maximum 35 years. |
| Recourses |
Both non-recourse and recourse programs. |
| Assumability |
Assumable, subject to approval and applicable fees. |
| Debt Coverage Ratio |
Range from 1.18 x's to 1.40 x's. |
| Prepayment |
Varies. |
| Loan to Value |
75-85%. |
| Minimum Beds |
20 |
| Receivable Financing |
Permitted with consent by lender and acceptable Accounts Receivable form and Intercreditor Agreement |
| Occupancy/Vacancy |
Min. occupancy of 70%. Vacancy will be greater of actual, market or 5% |
| Insurance Req. |
Varies. |
| Third Party Reports |
Typically $10,000 for non HUD programs and $25,000 - $30,000 for HUD's 35 year program.
Covers environmental, engineering, appraisal, survey, and AUP reports and some closing costs. |
| Escrows |
Monthly tax, insurance and replacement reserves to be collected |
| Reserves |
Greater of $300/unit or actual based on engineering report escrowed at closing
125% of repairs required reserve |
| Management Fee |
The greater of actual, market or 5% |
| Loan Request Package |
Include the following in your request for a loan quote:
1. Personal Financial Statement
2. Census Report
3. Past two years financial statements on property
4. Sources & Uses Statement
5. Digital Photos of the property |