Template

Rent Roll & Property Operating Statement

When an SBA 7(a) or 504 loan finances property, the business must occupy at least 51% of an existing building, or 60% of new construction. If you lease out the rest, the lender reviews the rent roll and the property’s operating statement. This workbook produces both and checks occupancy.

What’s included

• Rent roll with lease terms
• Property operating statement
• 51% and 60% owner-occupancy checks
• Guide and filled example

Every AceTheSBA product comes with

• Step-by-step instructions for every section
• A completed example for a fictional business
• References to the SBA rule each part applies
• Editable Word, Excel or PowerPoint files
• A version showing the SBA rules it follows (SOP 50 10 8.1)
• Documents for your lender kept free of AceTheSBA branding