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Residential Investment

Reconcile the Project Budget Before an Investor Financing Conversation

Shared by America’s Loan Source · The Medro Advisors platform

For a non-owner-occupied one-to-four-unit investment property, separate acquisition costs, paid work and remaining improvements in a dated budget. Label estimates and explain scope changes. Keep current leases distinct from projected rent, and a planned resale or refinancing distinct from a completed result. Track obligations, important dates and unresolved budget questions. Don McClain's new article develops the broader preparation framework. America's Loan Source focuses on investor financing within The Medro Funded Platform℠. Begin with a non-confidential project overview and arrange secure sharing before sending records. The linked SBA planning material is general background, not a statement that investor property qualifies for SBA financing.

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