Monroe & Giordano

M O R T G A G E B A N K E R S

777 South Harbour Island Blvd., Suite 140

Tampa, Florida33602

813-229-5055 Fax 813-229-5363

Retail & OfficeBuilding

Questionnaire and Checklist

We are pleased that you have contacted us regarding the financing of your project. Please take a few minutes and complete this questionnaire and checklist which will speed the processing of your loan.

Checklist:Please provide the following as soon as possible:

1.Income & Expense Statements for each of the last 3 years and the current year to date.

3.Current Rent Roll with Lease Termination Dates, Sales, Cam etc.

4.Last12 Months P&L and a budget for next year.

5.Location Map.

6.Pictures of the Property.

7.Borrower and/or Principal Financial Statements

8.Borrower and/or Principal Resume

9.Copy of executed sales contract (If applicable)

REASON FOR FINANCING/DESIRED GOAL:______

PROJECT:

Project name:______

Address (include zip code):______

Age of Project:______

GrossBuilding Sq. Ft.:______

Net Rentable Sq. Ft.:______

Usable Area: ______

Land Area: ______

Estimated Frontage:______

Number of Floors:______

Number of Elevators:______

Number of Buildings:______

Number of Parking Spaces: ______

Flood Plain:______

Easements:______

Do Tenants Pay Any of the Following:

HVAC:______

Water:______

Sewer:______

Electricity:______

Security:______

Current Occupancy:______

Last Year Occupancy:______

Previous Year Occupancy:______

Average Rent Per Sq. Ft.:______

Current Asking Price Per Sq. Ft.: ______

Average Term of Lease:______

Are there any rent concessions: ______

Explain:______

When and how much were the historical rent increases for the last five years:______

Management Company or Leasing Agent (Attach Resume): ______

Is it on site: ____

List any capital improvements for the last three years:

Year / Improvement / $ Amount

MARKET:

List the 5 nearest competitors to the building:

PROPERTY / SQUARE FOOTAGE / AVERAGE RENT PER SQUARE FOOT / OCCUPANCY / DISTANCE FROM PROJECT

What is the overall market occupancy: ______

BORROWER:

What is the borrowing entity: Individual_____Corporate_____ Partnership_____

Is this a single asset entity: _____ If no, explain: ______

______

What is the name and address:______

______

Who are the principals (major stockholders, general partners, ect):

______

Name %Address

______

Name %Address

______

Name %Address

Do you have any negative credit information (i.e. bankruptcy, ect.): ______

If so, please explain with an attachment.

OTHER:

Do you have a current appraisal: ______If so, what is the date of the appraisal and who is it by: ______

Do you have an environmental report: ______If so, what is the date of the report

and who is it by: ______

What is the current debt on the project: ______

To whom: ______

Monthly payments:______When due: ______

Certification: I hereby certify that the above is true and correct to the best of my knowledge. Monroe & Giordano may be paid for servicing the loan by the lender. I also agree to give Monroe & Giordano, LLC the exclusive right to present this submission to all their lenders, except for the following lenders:

Please sign in the space provided below:

______ Date:______

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