Items to be provided by You

·         Last 3 years and Year To Date Balance Sheets and Profit and Loss statements for the business entity

·         Last 3 years complete, signed IRS tax returns for the business entity

·         Last 3 years personal signed IRS tax returns

·         Current Personal Financial Statement

·         Organization documents (Partnerships and Trust may require other documentation)

Items to be provided by your

Real Estate Agent 

•   Purchase Contract
•   Certified Current Rent Roll
•   Current Operating Statement
•   Current Real Estate Tax Bill
•   Certificate of Occupancy
•   Recent Environmental report, if available
•   Recent Appraisal, if available