Texas Real Estate - Serving The Entire Metroplex.


Apartment Financing Worksheet
For a quick loan estimate at no cost or obligation, please provide the following preliminary information on your project

Project Name:**		No. Units: **
Street Address:		City:
State:		Age of Property:

What utilities are at owner cost:		What utilities are at tenant cost:
Occupancy: Current:		Average over the last 12 mos.:

Tenancy: Is there a strong seasonal variation in occupancy or a large occupancy by students or military? If yes, please comment:


Date Acquired:		Original Purchase Price:
Approximate Loan Amount Desired:

Repairs: Desired Repairs and/or replacements, if any:

Name of items:		Estimated Cost:	$
			$
			$
			$

Existing Debt: List outstanding indebtness on the property:
	Lender	Current Balance	Due Date
		$
		$
		$

Contact Person:		Phone:
Address:

Relationship of contact person to Owner:

Income: Collections: Most recent three months’ actual collections, by month:
Month:		$
Month:		$
Month:		$

Current Rents (both asking prices and average existing by unit type):
No. Units	Type	NSRF	Rents: asking/average
			/
			/
			/
			/
			/
			/
			/

Other income:
Laundry	$ /Month
Parking	Spaces x $ /Month
Commercial	Sq.Ft x $ Sq.Ft = $

Operating Expenses:
R.E. Taxes (most current year):	Year ; $
Property Management Fees:	%

Total Operating Expenses Year to Date (exclude real estate taxes and property management fees):
(Number of Months):		Ending (When):
Y-T-D Expenses (Per Above):

Operating Expenses (most recent 12 month period):
12 Months Ending:		Amount :	$

Are there any unusual items that distort historical income, expanses, or vacancy levels?