Seniors Housing
Purchase or Refinance

ELIGIBLE PROPERTIES:
Existing independent and assisted living properties.

LOAN TYPE:
Fixed and adjustable-rate. Bond credit enhancement available.

TERM:
5 - 30 years.

PREFERRED LOAN SIZE:

$5 million and larger.

MAXIMUM LTV:
75% of appraised value (80% for tax-exempt financing).

MINIMUM DSCR:
1.30x to 1.45x depending on property type.

INTEREST RATES:
Determined by market rates at the time of rate lock. Rates vary by loan-to-
value ratio and debt service coverage.

AMORTIZATION:
Typically 30 years. Partial or full-term interest-only periods may be available.

PERSONAL RECOURSE:
Non-recourse except for standard carve-out provisions.

ASSUMABILITY:
Assumable, subject to CWCapital approval and a 1% transfer fee.

PREPAYMENT:
Yield maintenance.

SUBORDINATE FINANCING:
Fannie Mae Supplemental Loans (second mortgages) available 12
months after initial loan closing.

ESCROWS:
125% to 150% of estimated cost of required repairs, if any, as
determined by the physical inspection.

Monthly escrows for real estate taxes, property insurance and
replacement reserves are required.

APPLICATION FEE:
Based on estimated underwriting costs for appraisal, architectural/
engineering report, environmental assessment, management operations review and other loan processing costs.

FINANCING FEE:
Typically 1%.

CLOSING EXPENSES:
Standard transaction costs, including legal fees, title insurance
and survey. 

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This is a summary of general program terms, which are subject to change. This is not a commitment to lend.


 
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