Stage 1 · OpenTeaserHeadline metrics and this index, available to qualified parties.
Stage 2 · On requestNDASign the confidentiality undertaking to open the full room.
Stage 3 · Post-NDAPhase one accessTitle, entitlement, the appraisal model and the operating pro forma.
Stage 4 · ConfirmedPhase two accessConstruction contracts, leases, and corporate and legal.
Land & titleLender · Equity
- Title report and ALTA survey
- Zoning and entitlement approvals
- Plat and subdivision map
- Boundary and easement survey
- Land purchase contract
Entitlement & environmentalLender
- Site plan approval
- Grading and drainage permits
- Phase I environmental (ESA)
- Geotechnical report
- Utility will-serve letters
Design & constructionLender
- Architectural and civil drawings
- Horizontal and vertical plans
- GMP construction contract
- Draw schedule and budget
- Completion guarantee and bonds
- Monitoring-surveyor scope
Operations & managementEquity
- Property management agreement
- Lease-up and marketing plan
- Rent roll and unit mix
- Operating budget
- Amenity and staffing plan
Debt & securityLender
- Construction loan term sheet
- Permanent loan and refinance terms
- DSCR sizing schedule
- First-charge security package
- Interest reserve and guarantees
FinancialLender · Equity
- Development appraisal model
- 5-year operating pro forma
- Sources & uses + debt schedule
- Sensitivity and scenario analysis
- Third-party valuation
- Insurance schedule
Corporate & legalLender · Equity
- SPV structure chart
- Cap table and waterfall
- LP and operating agreement
- Sponsor track record and KYC
- Material-contracts register
Who reads what
Lender: security, debt terms, valuation
Equity: model, returns, waterfall
Both: appraisal, pro forma, title