Loan Documentation for â€œCommercial Real Estateâ€� Lending Transactions

By: David L. Osburn

Recorded Session

Duration
60 Min

Training Level
Intermediate to Advanced

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Transcript

($179) - Transcript (PDF Transcript of the Training)

Recorded Session

($239) - Downloadable Session

USB

($350) - USB

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Webinar Details

Attend this proactive webinar and receive a thorough overview of commercial real estate (CRE) loan documentation.
Basic “business” structure, loan “structure,” and loan “support” will be highlighted along with a review of “commercial real estate” loan documentation including promissory notes, business loan agreements, deeds of trust, assignment of rents, hazardous substances certificates, subordination agreements, landlord waivers, flood insurance notices, and other supporting documents including corporate resolutions, guarantees, and Reg B notices.

WHY SHOULD YOU ATTEND?

The related concepts of managing “problem” commercial real estate loans/collateral, MAI appraisals, leases, “fee simple” and judicial foreclosures, “deficiency” judgments, the “single form of action rule,” and other legal issues dealing with commercial real estate transactions will be reviewed.

The webinar will be summarized via a “hands-on” comprehensive CRE “loan documentation” case study.

LEARNING OBJECTIVES

Discuss commercial real estate (CRE) loan documentation issues
Analyze comprehensive CRE loan documentation case
Review basic “business” structure, loan structure, and loan support
Highlight CRE loan documentation including promissory notes, deeds of trust, landlord waivers, and guarantees
Discuss related concepts of “problem” commercial real estate loans/collateral, MAI appraisals, leases, foreclosures, deficiency judgments, and other “legal issues” with commercial real estate transactions

WHO WILL BENEFIT?

Commercial Lenders
Credit Analysts
Consumer Lenders
Loan Documentation Specialists
Branch Managers
Assistant Branch Managers
Private Bankers
Business Development Officers

The webinar will be summarized via a “hands-on” comprehensive CRE “loan documentation” case study.

Discuss commercial real estate (CRE) loan documentation issues
Analyze comprehensive CRE loan documentation case
Review basic “business” structure, loan structure, and loan support
Highlight CRE loan documentation including promissory notes, deeds of trust, landlord waivers, and guarantees
Discuss related concepts of “problem” commercial real estate loans/collateral, MAI appraisals, leases, foreclosures, deficiency judgments, and other “legal issues” with commercial real estate transactions

Commercial Lenders
Credit Analysts
Consumer Lenders
Loan Documentation Specialists
Branch Managers
Assistant Branch Managers
Private Bankers
Business Development Officers

SPEAKER PROFILE

David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.

Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.

He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).