Document checklist

Prepare for a productive financing conversation.

A concise set of current, non-sensitive information helps establish the property and transaction context before an initial discussion.

Start with a high-level summary.

Please share only information you are comfortable discussing in an initial conversation. We can clarify which materials may be relevant once the transaction has been reviewed.

Property overview

Property address, type, and current use
Brief description of the asset and its condition
Occupancy overview and major tenant information, if applicable

Transaction context

Purchase, refinance, recapitalization, or development objective
Estimated loan amount and property value
Target timing, intended use of proceeds, and planned exit strategy

Ownership & sponsorship

Borrowing entity and ownership structure at a high level
Relevant commercial real estate ownership or operating experience
General information about guarantors or principals, as appropriate

Financial snapshot

Recent operating summary or high-level revenue and expense overview
Current debt summary and maturity information, if applicable
A brief note on material changes, capital improvements, or business plans

Please do not email sensitive financial documents.

Do not send Social Security numbers, bank account numbers, tax returns, personal financial statements, unredacted bank statements, identification documents, or other sensitive personal information by email. Lincoln Equity will discuss an appropriate and secure process if additional documentation is needed.

What happens next

After an initial conversation, we can help identify the transaction details that may matter most and discuss the appropriate next steps for the request.