Corporate Finance Institute – Woodchucks Ltd. – Owner Occupied Commercial Real Estate
Play the role of a credit analyst and perform a comprehensive credit analysis on an owner-occupied commercial real estate transaction
In this guided-learning practice lab, you will play the role of a credit analyst working in a financial institution and perform a comprehensive credit analysis on an owner-occupied commercial real estate transaction. You will review the customer brief, the company’s financial statements, the real estate appraisal, the industry report, and other relevant documents. Then, you will conduct a thorough qualitative and quantitative analysis of the prospective borrower and transaction. Based on your analysis, you will complete a full credit application with your proposal.
We include a solution package and a video debrief to explain the key components of this practice lab. Once you have tried the practice lab yourself, you can review the answer key and the video debrief to check your analysis.
We recommend you complete the following courses before taking this practice lab:
- Real Estate Fundamentals
- How to Read a Commercial Real Estate Appraisal
This practice lab is perfect for any aspiring credit analyst working in insurance, underwriting, rating agencies, commercial lending, corporate credit analysis, and other areas of credit evaluation.
What You’ll Learn In Woodchucks Ltd. – Owner Occupied Commercial Real Estate?
Case Introduction
- Introduction
- Download Case Materials
- Case Study Instructions
Case Debrief
- Case Debrief Introduction
- Financial Analysis Part 1
- Financial Analysis Part 2
- Appraisal Checklist Introduction
- Appraisal Checklist Terms of Reference
- Appraisal Checklist Property Description
- Appraisal Checklist Conclusion
- Available Security
- Security Structure
- Covenants
- Conditions of Disbursement
- Review Questions
Sale Page: Corporate Finance Institute – Woodchucks Ltd. – Owner Occupied Commercial Real Estate