08/27/2026
Just closed another deal in Palm Desert, CA!
Getting a deal approved is one thing. Being ready to close is another.
One thing I always tell borrowers: stay ahead of your financing.
Make sure your LLC/entity is properly established and maintained.
Make sure there are no outstanding issues with ownership or the borrower.
Keep your financial records current, and keep your tax documents, corporate documents, leases, and other supporting documents organized and up to date.
Don’t wait until the lender asks for something to start looking for it.
And if you’re planning to refinance or acquire another property down the road, start preparing before you need the financing.
Working with a seasoned CRE financing advisor can help you identify potential issues early, understand what lenders will be looking for, and prepare the deal before it reaches the lender’s desk.
The best way to avoid surprises is to get ahead of them.
Another deal closed. Another reminder that in commercial real estate, being proactive is part of the strategy.
Know someone who may need to refinance in the future? Send them this reminder. It’s never too early to start preparing.
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