name: Lender’s UW trainee: Lenders UW: Borrower: Operator: Parent of operator: Management agent: General contractor: Borrower Operator Management agent License holder: Type of facility: Skilled Nursing beds units (SNF): Assisted Living beds units (AL): Board & Care beds units (B&C): Dementia Care: beds units Independent Living beds units (IL): Total: beds units Loan to Mortgage % % Loan-to-value: transaction cost: $ Amount: % Term: years Interest rate: Principal & Equity: interest: $ % % Expense ratio: (without IOD/WC) (without MIP) Expenses per Equity: DSCR: $ % $ bed/unit*: (with IOD/WC) (with MIP) $ Gross income: $ Effective gross income: $ % Expenses & repl. reserves: Occupancy rate: $ % Net operating income: Cap rate: $ $ Underwritten value: Value per bed/unit*: *Use per bed for SNF, or facilities with multiple care types (e.g., SNF/ALF). Use per unit for ALF only. Construction contract: $ Offsites Demolition Lump sum Architectural contract: $ Multiply AIA agreements Operating deficit: $ Special escrows, etc.: $ <<identify, if applicable>> <<Legal Borrower: Name>> <<Legal Principal(s): Name>> <<Legal Operating lease Operator: Name>> <<Legal Principal(s): Name>>
Lender’s name: Lenders UW: UW trainee: Borrower: Operator: Parent of operator: Management agent: General contractor: License holder: Borrower Operator Management agent Type of facility: Skilled Nursing (SNF): beds units Assisted Living (AL): beds units Board & Care (B&C): beds units Dementia Care: beds units Independent Living (IL): beds units Total: beds units Mortgage Amount: $ Loan-to-value: % Loan to transaction cost: % Term: years Interest rate: % Equity: (without IOD/WC) $ Principal & interest: (without MIP) % Expense ratio: % Equity: (with IOD/WC) $ DSCR: (with MIP) % Expenses per bed/unit*: $ Gross income: $ Effective gross income: $ Expenses & repl. reserves: $ Occupancy rate: % Net operating income: $ Cap rate: % Underwritten value: $ Value per bed/unit*: $ *Use per bed for SNF, or facilities with multiple care types (e.g., SNF/ALF). Use per unit for ALF only. Construction contract: $ Offsites Demolition Lump sum Architectural contract: $ Multiply AIA agreements Operating deficit: $ Special escrows, etc.: $ <<identify, if applicable>> Borrower: <<Legal Name>> Principal(s): <<Legal Name>> Operator: <<Legal Name>> Operating lease Principal(s): <<Legal Name>>
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