FUNDEDBY DON McCLAIN
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Capital Readiness Exercise: Turn a Lending Headline Into a Decision Question

By Don McClain | Founder & Principal, Medro Advisors

By Don McClain | Founder & Principal, Medro Advisors Trepp's June 30 bank CRE snapshot offers a starting point for a capital exercise. Choose one decision: acquire, refinance, hold or sell. Write the condition that would make that decision workable, the evidence supporting it and the result that would cause you to pause. For example, identify which written financing term or verified operating result the plan still needs before cash is committed. Assign the unresolved question to the appropriate adviser and set a review point. This is an original educational perspective, not an excerpt from FUNDED or a financing recommendation. FUNDED remains forthcoming. Explore the book, or discuss a specific capital objective with Medro Advisors; keep sensitive records out of the initial inquiry.

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General educational perspectives. Individual transactions require appropriate professional review. Financing is subject to lender review and approval.