Corporate Finance Institute – Rocky Mountain Holdings Ltd. – Commercial Mortgage
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.
This practice lab is perfect for any aspiring credit analyst working in real estate, underwriting, commercial lending, corporate credit analysis, and other areas of credit evaluation.
We recommend you complete the following courses before taking this practice lab:
- Real Estate Fundamentals
- Commercial Mortgage
What You’ll Learn In Rocky Mountain Holdings Ltd. – Commercial Mortgage?
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 Completion
- Rent Roll Tab
- Debrief – Rent Roll Tab
- Analysis Tab
- Debrief – Analysis Tab Inputs
- Debrief – Analysis Tab Expenses
- Debrief – Analysis Tab Interpretation
- Risk Rating and Pricing
- Debrief – Risk Rating and Pricing
- Discussion Paper
- Debrief – Discussion Paper
Review Questions
- Debrief – Review Question One
- Debrief – Review Question Two
- Debrief – Review Question Three
Case Study Summary
- Summary
- Download Solution Files
Sale Page: Corporate Finance Institute – Rocky Mountain Holdings Ltd. – Commercial Mortgage