Lender Preflight and Term Sheet Review
Financing coordination ensuring debt structures align with exchange timelines.
Overview
We collect lender proposals, compare terms, and coordinate appraisals and closing requirements so financing supports the exchange strategy.
Highlights
- Engagement with banks, credit unions, and debt funds active in Phoenix.
- Term sheet comparison covering rates, covenants, and prepayment penalties.
- Closing calendar aligning lender milestones with 45 day and 180 day obligations.
Deliverables
- Lender preflight memo summarizing qualifications and documentation needs.
- Side-by-side term sheet comparison matrix.
- Closing timeline integrating lender, intermediary, and escrow milestones.
Educational content only. Not tax or legal advice.
Consult a Qualified Intermediary and tax advisor before acting.
Frequently Asked Questions
When should lenders be engaged?
Ideally before the relinquished property closes so underwriting and approvals support the replacement schedule.
Do you negotiate terms?
We provide analysis and recommendations the investor can use during lender negotiations.
Are bridge loans included?
Yes. We evaluate permanent, bridge, and construction debt options based on the investor’s objectives.
Related Services
Ready to get started?
Discuss your exchange timeline and replacement objectives with our Phoenix team.
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