Commercial Real Estate Basics: Borrower Mortgage Credit and Financial Statement Analysis: March 2021

Register Now

Early Cutoff:

  Before Regular
MBA Member Price (Before ) $350.00 $400.00
Non-Member Price (Before ) $500.00 $600.00

Description

Dates and Lessons:

Tuesday, March 16: Borrower Organizational Structures
Tuesday, March 23: Financial Statement Analysis
Tuesday, March 30: Balance Sheet Analysis and the REO Schedule
Tuesday, April 6: Evaluating Borrower Financial Risks

Times:

  • 1:00 - 2:30 PM ET

Summary:

The goal of this course is to provide the basic information needed to evaluate an existing or prospective borrower’s financial condition for mortgage credit purposes. The course introduces the various forms of ownership structures commonly used by commercial/multifamily real estate property owners as well as the advantages and disadvantages of each; the different types of financial statements used by property owners to report their financial positions, as well as the components of each statement. Additionally, the course reviews typical credit reports and common liquidity ratios used by lenders in evaluating a borrower’s mortgage credit.

Objectives:

Attendees can expect to:

  • Compare the various types of ownership structures
  • Review the importance of the organizational chart
  • Distinguish between various borrower financial statements
  • Breakdown the categories within each financial statement
  • Interpret the balance sheet and Real Estate Owned Schedule

Who Should Attend?

  • Originators
  • Loan Processors
  • Junior Analysts
  • Loan Closers
  • Servicers

Please note:

MBA Diversity and Inclusion scholarship opportunities are available for this offering. Click HERE for more information.