Rocky Mountain Holdings Ltd. – Commercial Mortgage – Kyle Peterdy – Corporate Finance Institute
Rocky Mountain Holdings Ltd. Information
In this guided-learning practice lab, you will step into the role of a credit analyst and work with a prospect looking for indicative commercial mortgage terms for a proposed office property acquisition.
You will review the components of the due diligence package, including documents such as a Purchase & Sale Agreement, an Offer to Lease, a rent roll, a restricted-use appraisal report, and the vendor’s historical financial statements. We’ll also work through some assessment tools to support your analysis of the credit request, including a rent roll summary, a commercial mortgage calculator, and a risk rating and profitability model.
Here’s what you’ll learn
Introduction
Introduction
Document and Resource Checklist
Case Background
Transaction Analysis
Debrief – Purchase and Sale Agreement
Debrief – Appraisal and Checklist
Debrief – Timeline
Debrief – Offer to Lease
Timeline to Co...