CRE Basics: Borrower Credit & Financial Statement Analysis

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Description

CRE Basics: Borrower Credit & Financial Statement Analysis

Dates and Lessons:
Thursday, May 7: Borrower Organizational Structures
Thursday, May 14: Financial Statement Analysis
Thursday, May 21: Balance Sheet Analysis and the REO Schedule
Thursday, May 28: Evaluating Borrower Financial Risks

Times:
1:00 - 2:30 PM EST

Summary:

The goal of Borrower Credit & Financial Statement Analysis is to provide the basic information needed to evaluate an existing or prospective borrower's financial condition for mortgage credit purposes. This four-part, instructor-led online 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. Borrower Credit & Financial Statement Analysis is one of eight courses in MBA Education's CRE Basics series.

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
  • Calculate borrower liquidity ratios
  • Summarize borrower mortgage credit documentation

Who Should Attend?

  • Originators
  • Loan Processors
  • Analysts and Junior Analysts
  • Loan Closers
  • Servicers
  • Individuals seeking a career in commercial real estate

Instructors:

The instructor names will be announced closer to the course start date.

Please note:

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

Notes

This course is held every Thursday from May 7 - May 28, 2020. Classes will be held from 1:00 PM EST - 2:30 PM EST.