Short answers to the recurring questions.
Tight practitioner briefs on the questions that come up over and over in CRE finance work — loan documents, tax credits, draw process, trust structures, and franchise hierarchies. Short and citation-ready. Not yet available.
All Briefs
A practitioner read on the loan agreement, promissory note, and ancillary documents — what every clause actually means and what to negotiate.
How federal and state HTC programs work in practice — qualifying rehab spend, certification process, syndication economics, common pitfalls.
Property Assessed Clean Energy financing — eligible improvements, lien priority, sponsor consent dynamics, and where it pairs with senior debt.
Construction-loan draw mechanics end to end: lien waivers, inspections, retention, stored materials, and the timing realities of each draw cycle.
When sponsors hold property through trusts — how it affects lender comfort, estate planning, transferability, and the documents lenders ask for.
What a clean title commitment looks like, the survey exceptions lenders care about, and the cure paths for common encumbrances.
Service and scale levels across major hotel brands — luxury, upper-upscale, upscale, midscale, economy — with brand maps and PIP implications.
A practical guide to using Claude for CRE underwriting tasks: rent roll review, lease abstraction, market comp summarization, and document Q&A.
Companion guide for ChatGPT — prompt patterns that work, where it fails on CRE-specific tasks, and which workflows to keep with which model.