Rocky Mountain Holdings Ltd. Information

In this guided-learning practice lab, you will step into the role of a credit analyst and work with a prospect looking for indicative commercial mortgage terms for a proposed office property acquisition.

You will review the components of the due diligence package, including documents such as a Purchase & Sale Agreement, an Offer to Lease, a rent roll, a restricted-use appraisal report, and the vendor’s historical financial statements. We’ll also work through some assessment tools to support your analysis of the credit request, including a rent roll summary, a commercial mortgage calculator, and a risk rating and profitability model.

Here’s what you’ll learn

Introduction

• Introduction
• Document and Resource Checklist
• Case Background

Transaction Analysis

• Debrief – Purchase and Sale Agreement
• Debrief – Appraisal and Checklist
• Debrief – Timeline
• Debrief – Offer to Lease
• Timeline to Completion
• Rent Roll Tab
• Debrief – Rent Roll Tab
• Analysis Tab
• Debrief – Analysis Tab Inputs
• Debrief – Analysis Tab Expenses
• Debrief – Analysis Tab Interpretation
• Risk Rating and Pricing
• Debrief – Risk Rating and Pricing
• Discussion Paper
• Debrief – Discussion Paper

Review Questions

• Debrief – Review Question One
• Debrief – Review Question Two
• Debrief – Review Question Three

Case Study Summary

• Summary
• Download Solution Files

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.

More courses from the same author: Kyle Peterdy

Salepage: Rocky Mountain Holdings Ltd. – Commercial Mortgage – Kyle Peterdy – Corporate Finance Institute

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