1. Purchase and Sale Agreement
2. Escrow Instruction

Borrower/Guarantor:

1. Borrower’s Personal Tax Returns (1040) for the most recent 3 years 
2. All other Entities’ Tax Returns  (1120, 1065, etc.) for the most recent 3 years

More documents will be needed after the initial review.

Borrower/ Guarantor:

1. Borrower’s Personal Tax Returns (1040) for the most recent 3 years 
2. Subject Property’s Tax Returns  (1120, 1065, etc.) for the most recent 3 years
3. Most recent Mortgage Statement of the Subject Property
4. Current Rent roll
5. Copy of all leases
6. Current/year-to-date Profit & Loss statement for the Subject Property

More documents will be needed after the initial review.

Borrower/Guarantor:

1. Borrower’s Personal Tax Returns (1040) for the most recent 3 years
2. Subject Property’s or Subject Business’s Tax Returns  (1120, 1065, etc.) for the most recent 3 years
3. Copy of Partner Buy-Out Purchase Agreement
4. Most recent Mortgage Statement of the Subject Property
5. Current Rent Roll
6. Copy of all leases
7. Current/year-to-date Profit & Loss statement for the Subject Property

More documents will be needed after the initial review.

1. Borrower’s Personal Tax Returns (1040) for the most recent 3 years
   
2. All other Entities’ Tax Returns  (1120, 1065, etc.) for the most recent 3 years
3. Equipment List 
4. Cost Breakdown

More documents will be needed after the initial review.