Woodchucks Ltd. – Owner Occupied Commercial Real Estate Information

Play the role of a credit analyst and perform a comprehensive credit analysis on an owner-occupied commercial real estate transaction

Woodchucks Ltd. – Owner Occupied Commercial Real Estate Overview

In this guided-learning practice lab, you will play the role of a credit analyst working in a financial institution and perform a comprehensive credit analysis on an owner-occupied commercial real estate transaction. You will review the customer brief, the company’s financial statements, the real estate appraisal, the industry report, and other relevant documents. Then, you will conduct a thorough qualitative and quantitative analysis of the prospective borrower and transaction. Based on your analysis, you will complete a full credit application with your proposal.

We include a solution package and a video debrief to explain the key components of this practice lab. Once you have tried the practice lab yourself, you can review the answer key and the video debrief to check your analysis.

Here’s what you’ll learn

Case Introduction

• Introduction
• Download Case Materials
• Case Study Instructions

Case Debrief

• Case Debrief Introduction
• Financial Analysis Part 1
• Financial Analysis Part 2
• Appraisal Checklist Introduction
• Appraisal Checklist Terms of Reference
• Appraisal Checklist Property Description
• Appraisal Checklist Conclusion
• Available Security
• Security Structure
• Covenants
• Conditions of Disbursement
• Review Questions

About Author

Kyle Peterdy received his MBA from the University of British Columbia in Vancouver, BC and his Bachelor of Education from McGill University in Montreal, QC.

Experience

Prior to joining CFI, Kyle Peterdy worked both in financial services and in education. Most recently he spent six years with RBC managing Canadian-based commercial borrowers across a variety of sectors including technology, retail & hospitality, and manufacturing & wholesale. Aside from his client-facing responsibilities, Kyle also regularly served as a mentor for new hires to support their training and development in role.

Before transitioning into financial services, Kyle spent the early part of his career as a professional educator teaching high school English and physical education, while coaching college lacrosse part time.

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Salepage: Woodchucks Ltd. – Owner Occupied Commercial Real Estate – Corporate Finance Institute – Kyle Peterdy